Encompass More Asset Management’s Innovator US Equity Power Buffer ETF October POCT Stock Holding History

Encompass More Asset 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	$897K	Buy	19,330 +2,023	+12%	+$92.1K	0.13%	96
2026 Q1	$746K	Sell	17,307 -30,726	-64%	-$1.35M	0.13%	112
2025 Q4	$2.11M	Buy	48,033 +143	+0.3%	+$6.21K	0.39%	60
2025 Q3	$2.06M	Sell	47,890 -460	-1%	-$19.4K	0.4%	60
2025 Q2	$2M	Buy	48,350 +7,925	+20%	+$312K	0.47%	48
2025 Q1	$1.57M	Buy	40,425 +9,323	+30%	+$370K	0.47%	56
2024 Q4	$1.23M	Buy	31,102 +13,672	+78%	+$539K	0.41%	61
2024 Q3	$679K	Buy	+17,430	New	+$673K	0.26%	75

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Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return

Certified Advisory Corp Altamonte Springs, Florida $1.24B AUM 21.71% 1-Year Est. Return

Wealth Enhancement Advisory Services

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Southland Equity Partners Wildwood, Missouri $571M AUM 22.77% 1-Year Est. Return

RFG Advisory Birmingham, Alabama $6.4B AUM 19.93% 1-Year Est. Return

Patriot Financial Group Insurance Agency Westborough, Massachusetts $974M AUM 29.77% 1-Year Est. Return

Castle Rock Wealth Management Walnut Creek, California $509M AUM 36.93% 1-Year Est. Return

Independent Financial Group San Diego, California $5.35B AUM 43.78% 1-Year Est. Return

Pinnacle Wealth Management Group Plymouth, Michigan $214M AUM 20.07% 1-Year Est. Return