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

Elmwood 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	$585K	Buy	12,605 +400	+3%	+$18.2K	0.15%	117
2026 Q1	$526K	Sell	12,205 -59,349	-83%	-$2.6M	0.15%	116
2025 Q4	$3.14M	Buy	71,554 +3,175	+5%	+$138K	0.99%	40
2025 Q3	$2.95M	Buy	68,379 +1,030	+2%	+$43.5K	1.04%	40
2025 Q2	$2.78M	Sell	67,349 -669	-1%	-$26.4K	1.1%	36
2025 Q1	$2.64M	Sell	68,018 -5,130	-7%	-$204K	1.08%	38
2024 Q4	$2.89M	Buy	73,148 +270	+0.4%	+$10.6K	1.17%	31
2024 Q3	$2.84M	Buy	72,878 +970	+1%	+$37.4K	1.17%	35
2024 Q2	$2.75M	Sell	71,908 -7,217	-9%	-$273K	1.23%	29
2024 Q1	$2.97M	Buy	79,125 +58,995	+293%	+$2.17M	1.27%	24
2023 Q4	$727K	Sell	20,130 -51,840	-72%	-$1.81M	0.51%	56
2023 Q3	$2.44M	Sell	71,970 -13,815	-16%	-$466K	1.18%	25
2023 Q2	$2.87M	Sell	85,785 -2,360	-3%	-$76.3K	1.34%	23
2023 Q1	$2.79M	Buy	88,145 +1,399	+2%	+$43.4K	1.32%	20
2022 Q4	$2.61M	Buy	86,746 +2,760	+3%	+$82.1K	1.3%	21
2022 Q3	$2.4M	Buy	83,986 +7,050	+9%	+$204K	1.2%	26
2022 Q2	$2.16M	Sell	76,936 -1,925	-2%	-$55.8K	1.23%	29
2022 Q1	$2.38M	Sell	78,861 -10,135	-11%	-$303K	1.22%	31
2021 Q4	$2.71M	Buy	+88,996	New	+$2.67M	1.29%	24
2021 Q2	$2.43M	Buy	83,500 +750	+0.9%	+$21.6K	1.28%	22
2021 Q1	$2.36M	Buy	+82,750	New	+$2.32M	1.44%	17
2020 Q3	$2M	Hold	79,275	–	–	1.62%	12
2020 Q2	$2M	Buy	+79,275	New	+$1.93M	1.62%	12
2020 Q1	–	Sell	-72,500	Closed	-$1.83M	–	311
2019 Q4	$1.83M	Buy	72,500 +515	+0.7%	+$12.9K	1.59%	17
2019 Q3	$1.79M	Buy	71,985 +480	+0.7%	+$12K	1.81%	13
2019 Q2	$1.79M	Buy	71,505 +14,100	+25%	+$349K	1.58%	14
2019 Q1	$1.4M	Buy	+57,405	New	+$1.37M	1.3%	24

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

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

Elmwood Wealth Management increased its Innovator US Equity Power Buffer ETF October (POCT) stake by 3.3% in Q2 2026, buying an estimated $18.2K and bringing the position to 12,605 shares worth $585K. The position accounts for 0.15% of the portfolio, ranked #117.

Elmwood Wealth Management first reported a position in POCT in Q1 2019 and has held it in 27 quarters since. The position peaked at $3.14M in Q4 2025. 250 funds tracked by Wall St. Rank hold POCT as of Q2 2026.

Elmwood Wealth Management held 12,605 shares of Innovator US Equity Power Buffer ETF October worth $585K as of Q2 2026.
Elmwood Wealth Management bought 400 Innovator US Equity Power Buffer ETF October shares in Q2 2026, an estimated $18.2K.
Innovator US Equity Power Buffer ETF October made up 0.15% of Elmwood Wealth Management's portfolio in Q2 2026, its #117 holding.
Elmwood Wealth Management first reported a position in Innovator US Equity Power Buffer ETF October in Q1 2019 and has held it in 27 quarters since.
Elmwood Wealth Management's Innovator US Equity Power Buffer ETF October position peaked at $3.14M in Q4 2025.
250 funds tracked by Wall St. Rank held Innovator US Equity Power Buffer ETF October as of Q2 2026.

Based on Elmwood Wealth Management's 13F filing for Q2 2026, filed 8 Jul 2026.