Atlantic Private Wealth’s Innovator US Equity Power Buffer ETF October POCT Stock Holding History

Atlantic Private Wealth’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 Q2	–	Sell	-42,346	Closed	-$1.83M	–	315
2026 Q1	$1.83M	Hold	42,346	–	–	1.19%	16
2025 Q4	$1.86M	Buy	+42,346	New	+$1.84M	1.19%	16

Other funds holding POCT

AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return

PCM

Penserra Capital Management Orinda, California $13B AUM 71.84% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Cerity Partners New York $82.7B AUM 28.53% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

KAS

Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return

Focus Partners Wealth Boston, Massachusetts $97.6B AUM 29.43% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Atlantic Private Wealth's POCT Position: Q2 2026 in Review

Atlantic Private Wealth sold out of Innovator US Equity Power Buffer ETF October (POCT) in Q2 2026, closing a stake of 42,346 shares — an estimated $1.83M sold.

Atlantic Private Wealth first reported a position in POCT in Q4 2025 and held it in 2 quarters. The position peaked at $1.86M in Q4 2025. 250 funds tracked by Wall St. Rank hold POCT as of Q2 2026.

Atlantic Private Wealth reported no remaining Innovator US Equity Power Buffer ETF October position as of Q2 2026 after selling out during the quarter.
Atlantic Private Wealth sold 42,346 Innovator US Equity Power Buffer ETF October shares in Q2 2026, an estimated $1.83M.
Atlantic Private Wealth first reported a position in Innovator US Equity Power Buffer ETF October in Q4 2025 and held it in 2 quarters.
Atlantic Private Wealth's Innovator US Equity Power Buffer ETF October position peaked at $1.86M in Q4 2025.
250 funds tracked by Wall St. Rank held Innovator US Equity Power Buffer ETF October as of Q2 2026.

Based on Atlantic Private Wealth's 13F filing for Q2 2026, filed 11 Aug 2026.