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 Q3	$321K	Hold	6,708	–	–	0.08%	102
2026 Q2	$311K	Sell	6,708 -2,622	-28%	-$119K	0.08%	109
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

Kestra Advisory Services Austin, Texas $35.1B AUM 20.13% 1-Year Est. Return

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

William Blair & Company Chicago, Illinois $38.6B AUM 22.09% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $106B AUM 21.33% 1-Year Est. Return

CoreCap Advisors Southfield, Michigan $3.48B AUM 21.43% 1-Year Est. Return

AA Financial Advisors Columbus, Ohio $840M AUM 11.98% 1-Year Est. Return

Triad Wealth Partners Lawrence, Kansas $1.81B AUM 14.65% 1-Year Est. Return

Cornerstone Wealth Greeneville, Tennessee $209M AUM

US Bancorp Minneapolis, Minnesota $92B AUM 22.91% 1-Year Est. Return

Crown Wealth Group's POCT Position: Q3 2026 in Review

Crown Wealth Group held its Innovator US Equity Power Buffer ETF October (POCT) position steady in Q3 2026 at 6,708 shares worth $321K. The position accounts for 0.08% of the portfolio, ranked #102.

Crown Wealth Group first reported a position in POCT in Q3 2022 and has held it in 14 quarters since. The position peaked at $4.27M in Q4 2022. 174 funds tracked by Wall St. Rank hold POCT as of Q3 2026.

Crown Wealth Group held 6,708 shares of Innovator US Equity Power Buffer ETF October worth $321K as of Q3 2026.
Crown Wealth Group left its Innovator US Equity Power Buffer ETF October share count unchanged in Q3 2026.
Innovator US Equity Power Buffer ETF October made up 0.08% of Crown Wealth Group's portfolio in Q3 2026, its #102 holding.
Crown Wealth Group first reported a position in Innovator US Equity Power Buffer ETF October in Q3 2022 and has held it in 14 quarters since.
Crown Wealth Group's Innovator US Equity Power Buffer ETF October position peaked at $4.27M in Q4 2022.
174 funds tracked by Wall St. Rank held Innovator US Equity Power Buffer ETF October as of Q3 2026.

Based on Crown Wealth Group's 13F filing for Q3 2026, filed 19 Oct 2026.