CT
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Caldwell Trust’s Innovator US Equity Power Buffer ETF October POCT Stock Holding History

Caldwell Trust’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
Q3 		– Sell
-171
Closed -$7.06K – 767
2025
Q2 		$7.06K Hold
171
– – ﹤0.01% 664
2025
Q1 		$6.64K Hold
171
– – ﹤0.01% 669
2024
Q4 		$6.77K Hold
171
– – ﹤0.01% 637
2024
Q3 		$6.66K Hold
171
– – ﹤0.01% 632
2024
Q2 		$6.55K Hold
171
– – ﹤0.01% 633
2024
Q1 		$6.41K Hold
171
– – ﹤0.01% 646
2023
Q4 		$6.18K Buy
+171
New +$5.96K ﹤0.01% 636

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