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

Brown 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
2025
Q2 		– Sell
-11,405
Closed -$443K – 103
2025
Q1 		$443K Sell
11,405
-3,013
-21% -$120K 0.15% 62
2024
Q4 		$570K Sell
14,418
-5,167
-26% -$204K 0.2% 48
2024
Q3 		$763K Sell
19,585
-11,184
-36% -$432K 0.28% 45
2024
Q2 		$1.18M Sell
30,769
-917
-3% -$34.6K 0.47% 39
2024
Q1 		$1.19M Sell
31,686
-207,616
-87% -$7.65M 0.49% 36
2023
Q4 		$8.64M Buy
239,302
+227,381
+1,907% +$7.92M 3.82% 6
2023
Q3 		$405K Sell
11,921
-6,700
-36% -$226K 0.19% 56
2023
Q2 		$623K Buy
+18,621
New +$602K 0.32% 48

Other funds holding POCT

AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
PCM
Penserra Capital Management Orinda, California $8.52B AUM 37.76% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
SI
Stephens Inc Little Rock, Arkansas $7.99B AUM 21.6% 1-Year Est. Return
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $40.4B AUM 21.2% 1-Year Est. Return
SIA
Soltis Investment Advisors St. George, Utah $1.59B AUM 23.87% 1-Year Est. Return

Brown Wealth Management's POCT Position: Q2 2025 in Review

Brown Wealth Management sold out of Innovator US Equity Power Buffer ETF October (POCT) in Q2 2025, closing a stake of 11,405 shares — an estimated $443K sold.

Brown Wealth Management first reported a position in POCT in Q2 2023 and held it in 8 quarters. The position peaked at $8.64M in Q4 2023. 215 funds tracked by Wall St. Rank hold POCT as of Q2 2025.

  • Brown Wealth Management reported no remaining Innovator US Equity Power Buffer ETF October position as of Q2 2025 after selling out during the quarter.
  • Brown Wealth Management sold 11,405 Innovator US Equity Power Buffer ETF October shares in Q2 2025, an estimated $443K.
  • Brown Wealth Management first reported a position in Innovator US Equity Power Buffer ETF October in Q2 2023 and held it in 8 quarters.
  • Brown Wealth Management's Innovator US Equity Power Buffer ETF October position peaked at $8.64M in Q4 2023.
  • 215 funds tracked by Wall St. Rank held Innovator US Equity Power Buffer ETF October as of Q2 2025.

Based on Brown Wealth Management's 13F filing for Q2 2025, filed 11 Aug 2025.