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

BCGM 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	$597K	Sell	12,862 -725	-5%	-$33K	0.13%	108
2026 Q1	$586K	Hold	13,587	–	–	0.15%	107
2025 Q4	$597K	Buy	13,587 +1,162	+9%	+$50.4K	0.15%	103
2025 Q3	$536K	Hold	12,425	–	–	0.14%	108
2025 Q2	$513K	Hold	12,425	–	–	0.14%	102
2025 Q1	$483K	Hold	12,425	–	–	0.15%	100
2024 Q4	$492K	Buy	12,425 +4,000	+47%	+$158K	0.16%	97
2024 Q3	$328K	Hold	8,425	–	–	0.11%	125
2024 Q2	$323K	Hold	8,425	–	–	0.11%	119
2024 Q1	$316K	Hold	8,425	–	–	0.11%	114
2023 Q4	$304K	Hold	8,425	–	–	0.12%	106
2023 Q3	$286K	Hold	8,425	–	–	0.13%	96
2023 Q2	$282K	Buy	+8,425	New	+$273K	0.12%	99
2023 Q1	–	Sell	-8,425	Closed	-$253K	–	111
2022 Q4	$253K	Hold	8,425	–	–	0.12%	97
2022 Q3	$247K	Hold	8,425	–	–	0.12%	97
2022 Q2	$245K	Hold	8,425	–	–	0.12%	97
2022 Q1	$244K	Hold	8,425	–	–	0.13%	97
2021 Q4	$257K	Hold	8,425	–	–	0.14%	94
2021 Q3	$254K	Sell	8,425 -749	-8%	-$21.9K	0.14%	91
2021 Q2	$268K	Hold	9,174	–	–	0.16%	87
2021 Q1	$263K	Hold	9,174	–	–	0.18%	85
2020 Q4	$258K	Buy	+9,174	New	+$249K	0.18%	88

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

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

BCGM Wealth Management reduced its Innovator US Equity Power Buffer ETF October (POCT) stake by 5.3% in Q2 2026, selling an estimated $33K and leaving 12,862 shares worth $597K. The position accounts for 0.13% of the portfolio, ranked #108.

BCGM Wealth Management first reported a position in POCT in Q4 2020 and has held it in 22 quarters since. 251 funds tracked by Wall St. Rank hold POCT as of Q2 2026.

BCGM Wealth Management held 12,862 shares of Innovator US Equity Power Buffer ETF October worth $597K as of Q2 2026.
BCGM Wealth Management sold 725 Innovator US Equity Power Buffer ETF October shares in Q2 2026, an estimated $33K.
Innovator US Equity Power Buffer ETF October made up 0.13% of BCGM Wealth Management's portfolio in Q2 2026, its #108 holding.
BCGM Wealth Management first reported a position in Innovator US Equity Power Buffer ETF October in Q4 2020 and has held it in 22 quarters since.
251 funds tracked by Wall St. Rank held Innovator US Equity Power Buffer ETF October as of Q2 2026.

Based on BCGM Wealth Management's 13F filing for Q2 2026, filed 4 Aug 2026.