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

Fulcrum Equity 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
2024 Q4	–	Sell	-29,384	Closed	-$1.14M	–	144
2024 Q3	$1.14M	Sell	29,384 -1,292	-4%	-$49.9K	0.97%	30
2024 Q2	$1.17M	Buy	+30,676	New	+$1.16M	1.05%	28

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

BCM

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

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

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Focus Partners Wealth Boston, Massachusetts $97.6B AUM 29.43% 1-Year Est. Return

FMWA

Forvis Mazars Wealth Advisors Springfield, Missouri $5.99B AUM 21.91% 1-Year Est. Return

Fulcrum Equity Management's POCT Position: Q4 2024 in Review

Fulcrum Equity Management sold out of Innovator US Equity Power Buffer ETF October (POCT) in Q4 2024, closing a stake of 29,384 shares — an estimated $1.14M sold.

Fulcrum Equity Management first reported a position in POCT in Q2 2024 and held it in 2 quarters. The position peaked at $1.17M in Q2 2024. 217 funds tracked by Wall St. Rank hold POCT as of Q4 2024.

Fulcrum Equity Management reported no remaining Innovator US Equity Power Buffer ETF October position as of Q4 2024 after selling out during the quarter.
Fulcrum Equity Management sold 29,384 Innovator US Equity Power Buffer ETF October shares in Q4 2024, an estimated $1.14M.
Fulcrum Equity Management first reported a position in Innovator US Equity Power Buffer ETF October in Q2 2024 and held it in 2 quarters.
Fulcrum Equity Management's Innovator US Equity Power Buffer ETF October position peaked at $1.17M in Q2 2024.
217 funds tracked by Wall St. Rank held Innovator US Equity Power Buffer ETF October as of Q4 2024.

Based on Fulcrum Equity Management's 13F filing for Q4 2024, filed 24 Mar 2025.