Berkshire Money Management’s Innovator US Equity Power Buffer ETF October POCT Stock Holding History

Berkshire Money 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 Q1	–	Sell	-7,046	Closed	-$309K	–	108
2025 Q4	$309K	Buy	+7,046	New	+$306K	0.03%	95
2025 Q3	–	Sell	-7,046	Closed	-$291K	–	112
2025 Q2	$291K	Hold	7,046	–	–	0.03%	82
2025 Q1	$274K	Hold	7,046	–	–	0.03%	79
2024 Q4	$279K	Buy	+7,046	New	+$278K	0.03%	76
2024 Q2	–	Sell	-7,366	Closed	-$276K	–	71
2024 Q1	$276K	Buy	+7,366	New	+$271K	0.03%	69
2023 Q4	–	Sell	-10,675	Closed	-$363K	–	43
2023 Q3	$363K	Hold	10,675	–	–	0.05%	40
2023 Q2	$357K	Hold	10,675	–	–	0.05%	43
2023 Q1	$338K	Sell	10,675 -438,743	-98%	-$13.6M	0.05%	43
2022 Q4	$13.5M	Buy	449,418 +25,975	+6%	+$773K	2.14%	13
2022 Q3	$12.1M	Buy	+423,443	New	+$12.2M	2.08%	13
2022 Q2	–	Sell	-16,399	Closed	-$496K	–	48
2022 Q1	$496K	Hold	16,399	–	–	0.07%	29
2021 Q4	$499K	Hold	16,399	–	–	0.07%	28
2021 Q3	$481K	Sell	16,399 -162,801	-91%	-$4.76M	0.08%	26
2021 Q2	$5.22M	Sell	179,200 -3,076	-2%	-$88.7K	0.84%	19
2021 Q1	$5.2M	Sell	182,276 -102,993	-36%	-$2.89M	0.91%	19
2020 Q4	$7.94M	Sell	285,269 -96,784	-25%	-$2.63M	1.46%	14
2020 Q3	$10.1M	Sell	382,053 -427,344	-53%	-$11.1M	2.1%	13
2020 Q2	$20.4M	Sell	809,397 -281,926	-26%	-$6.85M	4.49%	8
2020 Q1	$24.6M	Sell	1,091,323 -59,974	-5%	-$1.47M	6.05%	7
2019 Q4	$29M	Buy	1,151,297 +27,193	+2%	+$682K	5.65%	7
2019 Q3	$28M	Buy	1,124,104 +25,431	+2%	+$637K	5.78%	7
2019 Q2	$27.5M	Buy	1,098,673 +723,576	+193%	+$17.9M	5.81%	6
2019 Q1	$9.17M	Sell	375,097 -203,444	-35%	-$4.87M	2.03%	12
2018 Q4	$13.2M	Buy	+578,541	New	+$13.7M	3.29%	10

Other funds holding POCT

AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

Cerity Partners New York $70.8B AUM 21.68% 1-Year Est. Return

PCM

Penserra Capital Management Orinda, California $8.52B AUM 37.76% 1-Year Est. Return

BCM

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

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

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Focus Partners Wealth Boston, Massachusetts $89.9B AUM 20.5% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Berkshire Money Management's POCT Position: Q1 2026 in Review

Berkshire Money Management sold out of Innovator US Equity Power Buffer ETF October (POCT) in Q1 2026, closing a stake of 7,046 shares — an estimated $309K sold.

Berkshire Money Management first reported a position in POCT in Q4 2018 and held it in 24 quarters. The position peaked at $29M in Q4 2019. 253 funds tracked by Wall St. Rank hold POCT as of Q1 2026.

Berkshire Money Management reported no remaining Innovator US Equity Power Buffer ETF October position as of Q1 2026 after selling out during the quarter.
Berkshire Money Management sold 7,046 Innovator US Equity Power Buffer ETF October shares in Q1 2026, an estimated $309K.
Berkshire Money Management first reported a position in Innovator US Equity Power Buffer ETF October in Q4 2018 and held it in 24 quarters.
Berkshire Money Management's Innovator US Equity Power Buffer ETF October position peaked at $29M in Q4 2019.
253 funds tracked by Wall St. Rank held Innovator US Equity Power Buffer ETF October as of Q1 2026.

Based on Berkshire Money Management's 13F filing for Q1 2026, filed 21 Apr 2026.