Cornerstone Wealth Group’s Innovator US Equity Power Buffer ETF October POCT Stock Holding History

Cornerstone Wealth Group’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	$1.14M	Sell	25,404 -23	-0.1%	-$1.01K	0.07%	156
2025 Q4	$1.12M	Sell	25,427 -1,056	-4%	-$45.8K	0.08%	145
2025 Q3	$1.14M	Sell	26,483 -116	-0.4%	-$4.9K	0.08%	139
2025 Q2	$1.1M	Sell	26,599 -123	-0.5%	-$4.85K	0.08%	135
2025 Q1	$1.04M	Buy	26,722 +116	+0.4%	+$4.61K	0.09%	134
2024 Q4	$1.05M	Buy	26,606 +2,786	+12%	+$110K	0.09%	132
2024 Q3	$928K	Sell	23,820 -410	-2%	-$15.8K	0.08%	137
2024 Q2	$928K	Sell	24,230 -344	-1%	-$13K	0.08%	131
2024 Q1	$921K	Buy	24,574 +3,431	+16%	+$126K	0.08%	129
2023 Q4	$764K	Sell	21,143 -4,211	-17%	-$147K	0.11%	94
2023 Q3	$861K	Sell	25,354 -1,084	-4%	-$36.6K	0.15%	98
2023 Q2	$885K	Sell	26,438 -829	-3%	-$26.8K	0.16%	96
2023 Q1	$862K	Sell	27,267 -1,376	-5%	-$42.7K	0.15%	101
2022 Q4	$861K	Buy	28,643 +10	+0%	+$297	0.16%	89
2022 Q3	$820K	Sell	28,633 -1,070	-4%	-$30.9K	0.18%	82
2022 Q2	$834K	Buy	29,703 +797	+3%	+$23.1K	0.17%	89
2022 Q1	$874K	Sell	28,906 -1,981	-6%	-$59.1K	0.16%	106
2021 Q4	$941K	Sell	30,887 -273	-0.9%	-$8.2K	0.16%	100
2021 Q3	$914K	Sell	31,160 -4,012	-11%	-$117K	0.16%	100
2021 Q2	$1.02M	Sell	35,172 -2,508	-7%	-$72.4K	0.21%	92
2021 Q1	$1.08M	Buy	37,680 +5,879	+18%	+$165K	0.22%	101
2020 Q4	$885K	Sell	31,801 -5,835	-16%	-$158K	0.22%	101
2020 Q3	$994K	Sell	37,636 -4,020	-10%	-$104K	0.27%	79
2020 Q2	$1.05M	Sell	41,656 -8,266	-17%	-$201K	0.26%	76
2020 Q1	$1.13M	Buy	49,922 +4,773	+11%	+$117K	0.4%	61
2019 Q4	$1.14M	Buy	+45,149	New	+$1.13M	0.31%	88
2019 Q3	–	Sell	-10,838	Closed	-$271K	–	157
2019 Q2	$271K	Buy	+10,838	New	+$268K	0.07%	141

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

Cornerstone Wealth Group's POCT Position: Q1 2026 in Review

Cornerstone Wealth Group reduced its Innovator US Equity Power Buffer ETF October (POCT) stake by 0.09% in Q1 2026, selling an estimated $1.01K and leaving 25,404 shares worth $1.14M. The position accounts for 0.07% of the portfolio, ranked #156.

Cornerstone Wealth Group first reported a position in POCT in Q2 2019 and has held it in 27 quarters since. The position peaked at $1.14M in Q3 2025. 253 funds tracked by Wall St. Rank hold POCT as of Q1 2026.

Cornerstone Wealth Group held 25,404 shares of Innovator US Equity Power Buffer ETF October worth $1.14M as of Q1 2026.
Cornerstone Wealth Group sold 23 Innovator US Equity Power Buffer ETF October shares in Q1 2026, an estimated $1.01K.
Innovator US Equity Power Buffer ETF October made up 0.07% of Cornerstone Wealth Group's portfolio in Q1 2026, its #156 holding.
Cornerstone Wealth Group first reported a position in Innovator US Equity Power Buffer ETF October in Q2 2019 and has held it in 27 quarters since.
Cornerstone Wealth Group's Innovator US Equity Power Buffer ETF October position peaked at $1.14M in Q3 2025.
253 funds tracked by Wall St. Rank held Innovator US Equity Power Buffer ETF October as of Q1 2026.

Based on Cornerstone Wealth Group's 13F filing for Q1 2026, filed 22 Apr 2026.