Goldstein Advisors’s Innovator US Equity Power Buffer ETF October POCT Stock Holding History

Goldstein Advisors’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	$529K	Hold	11,394	–	–	0.05%	128
2026 Q1	$491K	Hold	11,394	–	–	0.05%	102
2025 Q4	$500K	Buy	11,394 +2,996	+36%	+$130K	0.06%	104
2025 Q3	$362K	Hold	8,398	–	–	0.04%	122
2025 Q2	$347K	Hold	8,398	–	–	0.05%	118
2025 Q1	$326K	Buy	8,398 +458	+6%	+$18.2K	0.05%	130
2024 Q4	$314K	Buy	7,940 +1,520	+24%	+$59.9K	0.05%	132
2024 Q3	$250K	Buy	+6,420	New	+$248K	0.04%	151

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

Goldstein Advisors's POCT Position: Q2 2026 in Review

Goldstein Advisors held its Innovator US Equity Power Buffer ETF October (POCT) position steady in Q2 2026 at 11,394 shares worth $529K. The position accounts for 0.05% of the portfolio, ranked #128.

Goldstein Advisors first reported a position in POCT in Q3 2024 and has held it in 8 quarters since. 251 funds tracked by Wall St. Rank hold POCT as of Q2 2026.

Goldstein Advisors held 11,394 shares of Innovator US Equity Power Buffer ETF October worth $529K as of Q2 2026.
Goldstein Advisors left its Innovator US Equity Power Buffer ETF October share count unchanged in Q2 2026.
Innovator US Equity Power Buffer ETF October made up 0.05% of Goldstein Advisors's portfolio in Q2 2026, its #128 holding.
Goldstein Advisors first reported a position in Innovator US Equity Power Buffer ETF October in Q3 2024 and has held it in 8 quarters since.
251 funds tracked by Wall St. Rank held Innovator US Equity Power Buffer ETF October as of Q2 2026.

Based on Goldstein Advisors's 13F filing for Q2 2026, filed 20 Jul 2026.