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

BCS 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	$1.64M	Sell	35,359 -293	-0.8%	-$13.3K	0.3%	75
2026 Q1	$1.54M	Sell	35,652 -35,881	-50%	-$1.57M	0.31%	72
2025 Q4	$3.14M	Buy	71,533 +35,398	+98%	+$1.54M	0.32%	68
2025 Q3	$1.56M	Sell	36,135 -6,005	-14%	-$254K	0.35%	60
2025 Q2	$1.74M	Sell	42,140 -6,096	-13%	-$240K	0.37%	61
2025 Q1	$1.87M	Sell	48,236 -10,383	-18%	-$412K	0.48%	52
2024 Q4	$2.32M	Buy	58,619 +10,022	+21%	+$395K	0.58%	44
2024 Q3	$1.89M	Sell	48,597 -3,914	-7%	-$151K	0.81%	35
2024 Q2	$2.01M	Sell	52,511 -8,822	-14%	-$333K	0.98%	30
2024 Q1	$2.3M	Sell	61,333 -891	-1%	-$32.8K	0.74%	37
2023 Q4	$2.25M	Buy	62,224 +14,637	+31%	+$510K	0.83%	33
2023 Q3	$1.62M	Sell	47,587 -5,747	-11%	-$194K	0.67%	40
2023 Q2	$1.78M	Sell	53,334 -2,808	-5%	-$90.8K	1.3%	21
2023 Q1	$1.78M	Hold	56,142	–	–	0.8%	33
2022 Q4	$1.69M	Buy	56,142 +29,617	+112%	+$881K	0.71%	34
2022 Q3	$759K	Hold	26,525	–	–	0.36%	75
2022 Q2	$745K	Sell	26,525 -1,367	-5%	-$39.6K	0.33%	71
2022 Q1	$843K	Sell	27,892 -852	-3%	-$25.4K	0.35%	69
2021 Q4	$875K	Buy	28,744 +5,086	+21%	+$153K	0.31%	74
2021 Q3	$694K	Buy	+23,658	New	+$691K	0.29%	76
2021 Q2	–	Sell	-9,407	Closed	-$268K	–	160
2021 Q1	$268K	Hold	9,407	–	–	0.13%	130
2020 Q4	$262K	Buy	9,407 +283	+3%	+$7.68K	0.14%	115
2020 Q3	$241K	Buy	+9,124	New	+$236K	0.14%	112

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

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

BCS Wealth Management reduced its Innovator US Equity Power Buffer ETF October (POCT) stake by 0.82% in Q2 2026, selling an estimated $13.3K and leaving 35,359 shares worth $1.64M. The position accounts for 0.3% of the portfolio, ranked #75.

BCS Wealth Management first reported a position in POCT in Q3 2020 and has held it in 23 quarters since. The position peaked at $3.14M in Q4 2025. 250 funds tracked by Wall St. Rank hold POCT as of Q2 2026.

BCS Wealth Management held 35,359 shares of Innovator US Equity Power Buffer ETF October worth $1.64M as of Q2 2026.
BCS Wealth Management sold 293 Innovator US Equity Power Buffer ETF October shares in Q2 2026, an estimated $13.3K.
Innovator US Equity Power Buffer ETF October made up 0.3% of BCS Wealth Management's portfolio in Q2 2026, its #75 holding.
BCS Wealth Management first reported a position in Innovator US Equity Power Buffer ETF October in Q3 2020 and has held it in 23 quarters since.
BCS Wealth Management's Innovator US Equity Power Buffer ETF October position peaked at $3.14M in Q4 2025.
250 funds tracked by Wall St. Rank held Innovator US Equity Power Buffer ETF October as of Q2 2026.

Based on BCS Wealth Management's 13F filing for Q2 2026, filed 16 Jul 2026.