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

HFG 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	–	Sell	-20,453	Closed	-$882K	–	51
2026 Q1	$882K	Sell	20,453 -443	-2%	-$19.4K	0.49%	30
2025 Q4	$918K	Sell	20,896 -611	-3%	-$26.5K	0.51%	29
2025 Q3	$927K	Buy	21,507 +3,976	+23%	+$168K	0.5%	30
2025 Q2	$681K	Sell	17,531 -2,471	-12%	-$97.4K	0.42%	35
2025 Q1	$791K	Buy	+20,002	New	+$794K	0.48%	32

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

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

HFG Wealth Management sold out of Innovator US Equity Power Buffer ETF October (POCT) in Q2 2026, closing a stake of 20,453 shares — an estimated $882K sold.

HFG Wealth Management first reported a position in POCT in Q1 2025 and held it in 5 quarters. The position peaked at $927K in Q3 2025. 250 funds tracked by Wall St. Rank hold POCT as of Q2 2026.

HFG Wealth Management reported no remaining Innovator US Equity Power Buffer ETF October position as of Q2 2026 after selling out during the quarter.
HFG Wealth Management sold 20,453 Innovator US Equity Power Buffer ETF October shares in Q2 2026, an estimated $882K.
HFG Wealth Management first reported a position in Innovator US Equity Power Buffer ETF October in Q1 2025 and held it in 5 quarters.
HFG Wealth Management's Innovator US Equity Power Buffer ETF October position peaked at $927K in Q3 2025.
250 funds tracked by Wall St. Rank held Innovator US Equity Power Buffer ETF October as of Q2 2026.

Based on HFG Wealth Management's 13F filing for Q2 2026, filed 13 Aug 2026.