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 Q2	$196K	Hold	4,228	–	–	0.07%	67
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 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

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

Bernard Wealth Management held its Innovator US Equity Power Buffer ETF October (POCT) position steady in Q2 2026 at 4,228 shares worth $196K. The position accounts for 0.07% of the portfolio, ranked #67.

Bernard Wealth Management first reported a position in POCT in Q4 2024 and has held it in 7 quarters since. 250 funds tracked by Wall St. Rank hold POCT as of Q2 2026.

Bernard Wealth Management held 4,228 shares of Innovator US Equity Power Buffer ETF October worth $196K as of Q2 2026.
Bernard Wealth Management left its Innovator US Equity Power Buffer ETF October share count unchanged in Q2 2026.
Innovator US Equity Power Buffer ETF October made up 0.07% of Bernard Wealth Management's portfolio in Q2 2026, its #67 holding.
Bernard Wealth Management first reported a position in Innovator US Equity Power Buffer ETF October in Q4 2024 and has held it in 7 quarters since.
250 funds tracked by Wall St. Rank held Innovator US Equity Power Buffer ETF October as of Q2 2026.

Based on Bernard Wealth Management's 13F filing for Q2 2026, filed 21 Aug 2026.