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

Castle 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
Q1 		– Sell
-5,390
Closed -$213K – 128
2024
Q4 		$213K Buy
+5,390
New +$213K 0.08% 113

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BCM
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Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
SI
Stephens Inc Little Rock, Arkansas $8.93B AUM 25.13% 1-Year Est. Return

Castle Wealth Management's POCT Position: Q1 2025 in Review

Castle Wealth Management sold out of Innovator US Equity Power Buffer ETF October (POCT) in Q1 2025, closing a stake of 5,390 shares — an estimated $213K sold.

Castle Wealth Management first reported a position in POCT in Q4 2024 and held it in 1 quarter. The position peaked at $213K in Q4 2024. 220 funds tracked by Wall St. Rank hold POCT as of Q1 2025.

  • Castle Wealth Management reported no remaining Innovator US Equity Power Buffer ETF October position as of Q1 2025 after selling out during the quarter.
  • Castle Wealth Management sold 5,390 Innovator US Equity Power Buffer ETF October shares in Q1 2025, an estimated $213K.
  • Castle Wealth Management first reported a position in Innovator US Equity Power Buffer ETF October in Q4 2024 and held it in 1 quarter.
  • Castle Wealth Management's Innovator US Equity Power Buffer ETF October position peaked at $213K in Q4 2024.
  • 220 funds tracked by Wall St. Rank held Innovator US Equity Power Buffer ETF October as of Q1 2025.

Based on Castle Wealth Management's 13F filing for Q1 2025, filed 28 Apr 2025.