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

CreativeOne Wealth’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 Q2	$3.21M	Buy	69,068 +210	+0.3%	+$9.56K	0.07%	276
2026 Q1	$2.97M	Sell	68,858 -10,616	-13%	-$466K	0.07%	266
2025 Q4	$3.49M	Sell	79,474 -12,844	-14%	-$558K	0.08%	218
2025 Q3	$3.98M	Sell	92,318 -659	-0.7%	-$27.8K	0.1%	196
2025 Q2	$3.84M	Sell	92,977 -762	-0.8%	-$30K	0.1%	186
2025 Q1	$3.64M	Sell	93,739 -17,092	-15%	-$679K	0.11%	178
2024 Q4	$4.39M	Buy	110,831 +1,444	+1%	+$56.9K	0.13%	141
2024 Q3	$4.26M	Buy	109,387 +4,083	+4%	+$158K	0.14%	135
2024 Q2	$4.03M	Sell	105,304 -4,220	-4%	-$159K	0.2%	102
2024 Q1	$4.11M	Buy	109,524 +2,962	+3%	+$109K	0.16%	125
2023 Q4	$3.85M	Buy	106,562 +72,557	+213%	+$2.53M	0.25%	84
2023 Q3	$1.16M	Buy	34,005 +23,253	+216%	+$785K	0.08%	219
2023 Q2	$360K	Buy	+10,752	New	+$348K	0.02%	589

Other funds holding POCT

AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return

PCM

Penserra Capital Management Orinda, California $13B AUM 71.84% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Cerity Partners New York $82.7B AUM 28.53% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

KAS

Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return

Focus Partners Wealth Boston, Massachusetts $97.6B AUM 29.43% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

CreativeOne Wealth's POCT Position: Q2 2026 in Review

CreativeOne Wealth increased its Innovator US Equity Power Buffer ETF October (POCT) stake by 0.3% in Q2 2026, buying an estimated $9.56K and bringing the position to 69,068 shares worth $3.21M. The position accounts for 0.07% of the portfolio, ranked #276.

CreativeOne Wealth first reported a position in POCT in Q2 2023 and has held it in 13 quarters since. The position peaked at $4.39M in Q4 2024. 250 funds tracked by Wall St. Rank hold POCT as of Q2 2026.

CreativeOne Wealth held 69,068 shares of Innovator US Equity Power Buffer ETF October worth $3.21M as of Q2 2026.
CreativeOne Wealth bought 210 Innovator US Equity Power Buffer ETF October shares in Q2 2026, an estimated $9.56K.
Innovator US Equity Power Buffer ETF October made up 0.07% of CreativeOne Wealth's portfolio in Q2 2026, its #276 holding.
CreativeOne Wealth first reported a position in Innovator US Equity Power Buffer ETF October in Q2 2023 and has held it in 13 quarters since.
CreativeOne Wealth's Innovator US Equity Power Buffer ETF October position peaked at $4.39M in Q4 2024.
250 funds tracked by Wall St. Rank held Innovator US Equity Power Buffer ETF October as of Q2 2026.

Based on CreativeOne Wealth's 13F filing for Q2 2026, filed 13 Aug 2026.