Carson Wealth (CWM LLC)’s Innovator US Equity Power Buffer ETF October POCT Stock Holding History

Carson Wealth (CWM LLC)’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	$10.1M	Sell	234,311 -11,278	-5%	-$495K	0.03%	555
2025 Q4	$10.8M	Buy	245,589 +25,298	+11%	+$1.1M	0.03%	502
2025 Q3	$9.49M	Buy	220,291 +13,625	+7%	+$576K	0.03%	487
2025 Q2	$8.54M	Buy	206,666 +45,221	+28%	+$1.78M	0.03%	428
2025 Q1	$6.27M	Buy	161,445 +72,400	+81%	+$2.88M	0.03%	459
2024 Q4	$3.52M	Buy	89,045 +35,984	+68%	+$1.42M	0.01%	566
2024 Q3	$2.07M	Buy	53,061 +49,697	+1,477%	+$1.92M	0.01%	695
2024 Q2	$129K	Buy	3,364 +342	+11%	+$12.9K	﹤0.01%	1822
2024 Q1	$113K	Hold	3,022	–	–	﹤0.01%	1802
2023 Q4	$109K	Hold	3,022	–	–	﹤0.01%	1706
2023 Q3	$103K	Hold	3,022	–	–	﹤0.01%	1609
2023 Q2	$101K	Hold	3,022	–	–	﹤0.01%	1564
2023 Q1	$96K	Buy	+3,022	New	+$93.7K	﹤0.01%	1516
2019 Q1	–	Sell	-71,089	Closed	-$1.62M	–	3205
2018 Q4	$1.62M	Buy	+71,089	New	+$1.69M	0.04%	313

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 $71.6B AUM 21.08% 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

Carson Wealth (CWM LLC)'s POCT Position: Q1 2026 in Review

Carson Wealth (CWM LLC) reduced its Innovator US Equity Power Buffer ETF October (POCT) stake by 4.6% in Q1 2026, selling an estimated $495K and leaving 234,311 shares worth $10.1M. The position accounts for 0.03% of the portfolio, ranked #555.

Carson Wealth (CWM LLC) first reported a position in POCT in Q4 2018 and has held it in 14 quarters since. The position peaked at $10.8M in Q4 2025. 253 funds tracked by Wall St. Rank hold POCT as of Q1 2026.

Carson Wealth (CWM LLC) held 234,311 shares of Innovator US Equity Power Buffer ETF October worth $10.1M as of Q1 2026.
Carson Wealth (CWM LLC) sold 11,278 Innovator US Equity Power Buffer ETF October shares in Q1 2026, an estimated $495K.
Innovator US Equity Power Buffer ETF October made up 0.03% of Carson Wealth (CWM LLC)'s portfolio in Q1 2026, its #555 holding.
Carson Wealth (CWM LLC) first reported a position in Innovator US Equity Power Buffer ETF October in Q4 2018 and has held it in 14 quarters since.
Carson Wealth (CWM LLC)'s Innovator US Equity Power Buffer ETF October position peaked at $10.8M in Q4 2025.
253 funds tracked by Wall St. Rank held Innovator US Equity Power Buffer ETF October as of Q1 2026.

Based on Carson Wealth (CWM LLC)'s 13F filing for Q1 2026, filed 14 May 2026.