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Todd Wealth Management, LLC’s Innovator US Equity Power Buffer ETF October POCT Stock Holding History

Todd Wealth Management, LLC’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 		$257K Hold
5,541
– – 0.19% 91
2026
Q1 		$239K Buy
5,541
+34
+0.6% +$1.49K 0.22% 90
2025
Q4 		$242K Buy
+5,507
New +$239K 0.22% 83

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Envestnet Asset Management
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Cerity Partners
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Commonwealth Equity Services
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KAS
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Focus Partners Wealth
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Todd Wealth Management, LLC's POCT Position: Q2 2026 in Review

Todd Wealth Management, LLC held its Innovator US Equity Power Buffer ETF October (POCT) position steady in Q2 2026 at 5,541 shares worth $257K. The position accounts for 0.19% of the portfolio, ranked #91.

Todd Wealth Management, LLC first reported a position in POCT in Q4 2025 and has held it in 3 quarters since. 254 funds tracked by Wall St. Rank hold POCT as of Q2 2026.

  • Todd Wealth Management, LLC held 5,541 shares of Innovator US Equity Power Buffer ETF October worth $257K as of Q2 2026.
  • Todd Wealth Management, LLC left its Innovator US Equity Power Buffer ETF October share count unchanged in Q2 2026.
  • Innovator US Equity Power Buffer ETF October made up 0.19% of Todd Wealth Management, LLC's portfolio in Q2 2026, its #91 holding.
  • Todd Wealth Management, LLC first reported a position in Innovator US Equity Power Buffer ETF October in Q4 2025 and has held it in 3 quarters since.
  • 254 funds tracked by Wall St. Rank held Innovator US Equity Power Buffer ETF October as of Q2 2026.

Based on Todd Wealth Management, LLC's 13F filing for Q2 2026, filed 7 Oct 2026.