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

Bernard 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
Q1 		$182K Sell
4,228
-1
-0% -$44 0.08% 65
2025
Q4 		$186K Buy
4,229
+635
+18% +$27.6K 0.08% 64
2025
Q3 		$155K Hold
3,594
– – 0.06% 71
2025
Q2 		$148K Hold
3,594
– – 0.07% 70
2025
Q1 		$140K Hold
3,594
– – 0.07% 69
2024
Q4 		$142K Buy
+3,594
New +$142K 0.07% 69

Other funds holding POCT

AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
Cerity Partners
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
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $89.9B AUM 20.5% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Bernard Wealth Management's POCT Position: Q1 2026 in Review

Bernard Wealth Management reduced its Innovator US Equity Power Buffer ETF October (POCT) stake by 0.02% in Q1 2026, selling an estimated $44 and leaving 4,228 shares worth $182K. The position accounts for 0.08% of the portfolio, ranked #65.

Bernard Wealth Management first reported a position in POCT in Q4 2024 and has held it in 6 quarters since. The position peaked at $186K in Q4 2025. 253 funds tracked by Wall St. Rank hold POCT as of Q1 2026.

  • Bernard Wealth Management held 4,228 shares of Innovator US Equity Power Buffer ETF October worth $182K as of Q1 2026.
  • Bernard Wealth Management sold 1 Innovator US Equity Power Buffer ETF October share in Q1 2026, an estimated $44.
  • Innovator US Equity Power Buffer ETF October made up 0.08% of Bernard Wealth Management's portfolio in Q1 2026, its #65 holding.
  • Bernard Wealth Management first reported a position in Innovator US Equity Power Buffer ETF October in Q4 2024 and has held it in 6 quarters since.
  • Bernard Wealth Management's Innovator US Equity Power Buffer ETF October position peaked at $186K in Q4 2025.
  • 253 funds tracked by Wall St. Rank held Innovator US Equity Power Buffer ETF October as of Q1 2026.

Based on Bernard Wealth Management's 13F filing for Q1 2026, filed 15 May 2026.