Ascent Wealth Partners’s Innovator US Equity Power Buffer ETF October POCT Stock Holding History

Ascent Wealth Partners’s Portfolio POCT Stock Details POCT Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q3	$885K	Sell	18,486 -3,085	-14%	-$145K	0.09%	127
2026 Q2	$1M	Sell	21,571 -69	-0.3%	-$3.14K	0.1%	119
2026 Q1	$933K	Sell	21,640 -226	-1%	-$9.9K	0.11%	117
2025 Q4	$960K	Buy	21,866 +10,801	+98%	+$469K	0.11%	115
2025 Q3	$477K	Hold	11,065	–	–	0.06%	137
2025 Q2	$457K	Hold	11,065	–	–	0.06%	135
2025 Q1	$430K	Buy	11,065 +3,085	+39%	+$123K	0.06%	139
2024 Q4	$316K	Buy	+7,980	New	+$315K	0.04%	141

Other funds holding POCT

CoreCap Advisors Southfield, Michigan $3.48B AUM 21.43% 1-Year Est. Return

AA Financial Advisors Columbus, Ohio $840M AUM 11.98% 1-Year Est. Return

Triad Wealth Partners Lawrence, Kansas $1.81B AUM 14.65% 1-Year Est. Return

Brookstone Capital Management Wheaton, Illinois $10.1B AUM 17.94% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Forvis Mazars Wealth Advisors Springfield, Missouri $6.09B AUM 14.51% 1-Year Est. Return

Signal Advisors Wealth Detroit, Michigan $2.27B AUM 16.1% 1-Year Est. Return

SEP

Southland Equity Partners Wildwood, Missouri $583M AUM 16.78% 1-Year Est. Return

Fifth Third Wealth Advisors Cincinnati, Ohio $3.78B AUM 26.11% 1-Year Est. Return

CRA Financial Services Northfield, New Jersey $904M AUM 20.1% 1-Year Est. Return

Ascent Wealth Partners's POCT Position: Q3 2026 in Review

Ascent Wealth Partners reduced its Innovator US Equity Power Buffer ETF October (POCT) stake by 14% in Q3 2026, selling an estimated $145K and leaving 18,486 shares worth $885K. The position accounts for 0.09% of the portfolio, ranked #127.

Ascent Wealth Partners first reported a position in POCT in Q4 2024 and has held it in 8 quarters since. The position peaked at $1M in Q2 2026. 99 funds tracked by Wall St. Rank hold POCT as of Q3 2026.

Ascent Wealth Partners held 18,486 shares of Innovator US Equity Power Buffer ETF October worth $885K as of Q3 2026.
Ascent Wealth Partners sold 3,085 Innovator US Equity Power Buffer ETF October shares in Q3 2026, an estimated $145K.
Innovator US Equity Power Buffer ETF October made up 0.09% of Ascent Wealth Partners's portfolio in Q3 2026, its #127 holding.
Ascent Wealth Partners first reported a position in Innovator US Equity Power Buffer ETF October in Q4 2024 and has held it in 8 quarters since.
Ascent Wealth Partners's Innovator US Equity Power Buffer ETF October position peaked at $1M in Q2 2026.
99 funds tracked by Wall St. Rank held Innovator US Equity Power Buffer ETF October as of Q3 2026.

Based on Ascent Wealth Partners's 13F filing for Q3 2026, filed 23 Oct 2026.