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

Dakota 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
2026 Q2	$1.01M	Buy	21,734 +3,300	+18%	+$150K	0.02%	430
2026 Q1	$795K	Hold	18,434	–	–	0.02%	445
2025 Q4	$810K	Buy	18,434 +1,946	+12%	+$84.5K	0.01%	447
2025 Q3	$711K	Hold	16,488	–	–	0.01%	415
2025 Q2	$681K	Hold	16,488	–	–	0.01%	463
2025 Q1	$641K	Hold	16,488	–	–	0.02%	466
2024 Q4	$652K	Buy	16,488 +10,788	+189%	+$425K	0.02%	449
2024 Q3	$222K	Hold	5,700	–	–	0.01%	666
2024 Q2	$218K	Hold	5,700	–	–	0.01%	644
2024 Q1	$214K	Hold	5,700	–	–	0.01%	658
2023 Q4	$206K	Buy	+5,700	New	+$199K	0.01%	608

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

Dakota Wealth Management's POCT Position: Q2 2026 in Review

Dakota Wealth Management increased its Innovator US Equity Power Buffer ETF October (POCT) stake by 18% in Q2 2026, buying an estimated $150K and bringing the position to 21,734 shares worth $1.01M. The position accounts for 0.02% of the portfolio, ranked #430.

Dakota Wealth Management first reported a position in POCT in Q4 2023 and has held it in 11 quarters since. 251 funds tracked by Wall St. Rank hold POCT as of Q2 2026.

Dakota Wealth Management held 21,734 shares of Innovator US Equity Power Buffer ETF October worth $1.01M as of Q2 2026.
Dakota Wealth Management bought 3,300 Innovator US Equity Power Buffer ETF October shares in Q2 2026, an estimated $150K.
Innovator US Equity Power Buffer ETF October made up 0.02% of Dakota Wealth Management's portfolio in Q2 2026, its #430 holding.
Dakota Wealth Management first reported a position in Innovator US Equity Power Buffer ETF October in Q4 2023 and has held it in 11 quarters since.
251 funds tracked by Wall St. Rank held Innovator US Equity Power Buffer ETF October as of Q2 2026.

Based on Dakota Wealth Management's 13F filing for Q2 2026, filed 7 Aug 2026.