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

Crown 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	$402K	Buy	9,330 +3,449	+59%	+$151K	0.12%	83
2025 Q4	$258K	Hold	5,881	–	–	0.07%	110
2025 Q3	$253K	Sell	5,881 -164	-3%	-$6.93K	0.08%	101
2025 Q2	$250K	Buy	+6,045	New	+$238K	0.09%	92
2025 Q1	–	Sell	-5,358	Closed	-$212K	–	119
2024 Q4	$212K	Hold	5,358	–	–	0.09%	106
2024 Q3	$209K	Hold	5,358	–	–	0.09%	110
2024 Q2	$205K	Hold	5,358	–	–	0.1%	103
2024 Q1	$201K	Sell	5,358 -1,620	-23%	-$59.7K	0.1%	106
2023 Q4	$252K	Buy	+6,978	New	+$243K	0.15%	75
2023 Q2	–	Sell	-18,209	Closed	-$576K	–	71
2023 Q1	$576K	Sell	18,209 -123,928	-87%	-$3.84M	0.48%	30
2022 Q4	$4.27M	Buy	142,137 +33,260	+31%	+$989K	4.02%	8
2022 Q3	$3.12M	Buy	+108,877	New	+$3.15M	3.2%	9

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

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

Crown Wealth Group increased its Innovator US Equity Power Buffer ETF October (POCT) stake by 59% in Q1 2026, buying an estimated $151K and bringing the position to 9,330 shares worth $402K. The position accounts for 0.12% of the portfolio, ranked #83.

Crown Wealth Group first reported a position in POCT in Q3 2022 and has held it in 12 quarters since. The position peaked at $4.27M in Q4 2022. 253 funds tracked by Wall St. Rank hold POCT as of Q1 2026.

Crown Wealth Group held 9,330 shares of Innovator US Equity Power Buffer ETF October worth $402K as of Q1 2026.
Crown Wealth Group bought 3,449 Innovator US Equity Power Buffer ETF October shares in Q1 2026, an estimated $151K.
Innovator US Equity Power Buffer ETF October made up 0.12% of Crown Wealth Group's portfolio in Q1 2026, its #83 holding.
Crown Wealth Group first reported a position in Innovator US Equity Power Buffer ETF October in Q3 2022 and has held it in 12 quarters since.
Crown Wealth Group's Innovator US Equity Power Buffer ETF October position peaked at $4.27M in Q4 2022.
253 funds tracked by Wall St. Rank held Innovator US Equity Power Buffer ETF October as of Q1 2026.

Based on Crown Wealth Group's 13F filing for Q1 2026, filed 21 Apr 2026.