Axxcess Wealth Management’s Innovator US Equity Power Buffer ETF October POCT Stock Holding History

Axxcess Wealth Management’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	$785K	Buy	+16,912	New	+$770K	0.01%	589
2026 Q1	–	Sell	-6,483	Closed	-$285K	–	826
2025 Q4	$285K	Sell	6,483 -218	-3%	-$9.46K	﹤0.01%	865
2025 Q3	$289K	Sell	6,701 -17	-0.3%	-$718	0.01%	769
2025 Q2	$277K	Hold	6,718	–	–	0.01%	741
2025 Q1	$261K	Buy	+6,718	New	+$267K	0.01%	727
2024 Q3	–	Sell	-25,400	Closed	-$973K	–	935
2024 Q2	$973K	Sell	25,400 -5,600	-18%	-$211K	0.03%	381
2024 Q1	$1.16M	Hold	31,000	–	–	0.03%	343
2023 Q4	$1.12M	Buy	31,000 +300	+1%	+$10.5K	0.03%	333
2023 Q3	$1.04M	Hold	30,700	–	–	0.04%	315
2023 Q2	$1.03M	Sell	30,700 -900	-3%	-$29.1K	0.07%	223
2023 Q1	$1,000K	Sell	31,600 -400	-1%	-$12.4K	0.08%	228
2022 Q4	$962K	Buy	+32,000	New	+$952K	0.08%	230

Other funds holding POCT

Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 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

CoreCap Advisors Southfield, Michigan $3.39B AUM 31.21% 1-Year Est. Return

Cornerstone Wealth Greeneville, Tennessee $198M AUM

AFA

AA Financial Advisors Columbus, Ohio $832M AUM 20.55% 1-Year Est. Return

BCM

Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

Principal Securities Des Moines, Iowa $8.31B AUM 21.94% 1-Year Est. Return

CAC

Certified Advisory Corp Altamonte Springs, Florida $1.24B AUM 21.71% 1-Year Est. Return

Axxcess Wealth Management's POCT Position: Q2 2026 in Review

Axxcess Wealth Management opened a new position in Innovator US Equity Power Buffer ETF October (POCT) in Q2 2026: 16,912 shares worth $785K. The stake represents 0.01% of the portfolio and ranks #589 among its holdings. This is a return to the name: Axxcess Wealth Management previously reported a position in POCT as recently as Q4 2025.

Axxcess Wealth Management first reported a position in POCT in Q4 2022 and has held it in 12 quarters since. The position peaked at $1.16M in Q1 2024. 125 funds tracked by Wall St. Rank hold POCT as of Q2 2026.

Axxcess Wealth Management held 16,912 shares of Innovator US Equity Power Buffer ETF October worth $785K as of Q2 2026.
Innovator US Equity Power Buffer ETF October was a new Axxcess Wealth Management position in Q2 2026.
Innovator US Equity Power Buffer ETF October made up 0.01% of Axxcess Wealth Management's portfolio in Q2 2026, its #589 holding.
Axxcess Wealth Management first reported a position in Innovator US Equity Power Buffer ETF October in Q4 2022 and has held it in 12 quarters since.
Axxcess Wealth Management's Innovator US Equity Power Buffer ETF October position peaked at $1.16M in Q1 2024.
125 funds tracked by Wall St. Rank held Innovator US Equity Power Buffer ETF October as of Q2 2026.

Based on Axxcess Wealth Management's 13F filing for Q2 2026, filed 28 Jul 2026.