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

Collaborative 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
Q4 		– Sell
-5,015
Closed -$216K – 241
2025
Q3 		$216K Hold
5,015
– – 0.09% 176
2025
Q2 		$207K Buy
+5,015
New +$198K 0.09% 168

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PCM
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BCM
Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return
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
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
AF
Allworth Financial Folsom, California $23.6B AUM 20.99% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $97.6B AUM 29.43% 1-Year Est. Return

Collaborative Wealth Management's POCT Position: Q4 2025 in Review

Collaborative Wealth Management sold out of Innovator US Equity Power Buffer ETF October (POCT) in Q4 2025, closing a stake of 5,015 shares — an estimated $216K sold.

Collaborative Wealth Management first reported a position in POCT in Q2 2025 and held it in 2 quarters. The position peaked at $216K in Q3 2025. 251 funds tracked by Wall St. Rank hold POCT as of Q4 2025.

  • Collaborative Wealth Management reported no remaining Innovator US Equity Power Buffer ETF October position as of Q4 2025 after selling out during the quarter.
  • Collaborative Wealth Management sold 5,015 Innovator US Equity Power Buffer ETF October shares in Q4 2025, an estimated $216K.
  • Collaborative Wealth Management first reported a position in Innovator US Equity Power Buffer ETF October in Q2 2025 and held it in 2 quarters.
  • Collaborative Wealth Management's Innovator US Equity Power Buffer ETF October position peaked at $216K in Q3 2025.
  • 251 funds tracked by Wall St. Rank held Innovator US Equity Power Buffer ETF October as of Q4 2025.

Based on Collaborative Wealth Management's 13F filing for Q4 2025, filed 9 Feb 2026.