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

IHT 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 Q1	$575K	Sell	13,345 -2,426	-15%	-$106K	0.01%	776
2025 Q4	$695K	Sell	15,771 -12,219	-44%	-$530K	0.02%	652
2025 Q3	$1.21M	Buy	27,990 +18,271	+188%	+$772K	0.03%	477
2025 Q2	$401K	Hold	9,719	–	–	0.01%	777
2025 Q1	$378K	Sell	9,719 -382	-4%	-$15.2K	0.01%	768
2024 Q4	$400K	Buy	+10,101	New	+$398K	0.01%	755

Other funds holding POCT

AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

Cerity Partners New York $70.8B AUM 21.68% 1-Year Est. Return

PCM

Penserra Capital Management Orinda, California $8.52B AUM 37.76% 1-Year Est. Return

BCM

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

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

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

Focus Partners Wealth Boston, Massachusetts $89.9B AUM 20.5% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

IHT Wealth Management's POCT Position: Q1 2026 in Review

IHT Wealth Management reduced its Innovator US Equity Power Buffer ETF October (POCT) stake by 15% in Q1 2026, selling an estimated $106K and leaving 13,345 shares worth $575K. The position accounts for 0.01% of the portfolio, ranked #776.

IHT Wealth Management first reported a position in POCT in Q4 2024 and has held it in 6 quarters since. The position peaked at $1.21M in Q3 2025. 253 funds tracked by Wall St. Rank hold POCT as of Q1 2026.

IHT Wealth Management held 13,345 shares of Innovator US Equity Power Buffer ETF October worth $575K as of Q1 2026.
IHT Wealth Management sold 2,426 Innovator US Equity Power Buffer ETF October shares in Q1 2026, an estimated $106K.
Innovator US Equity Power Buffer ETF October made up 0.01% of IHT Wealth Management's portfolio in Q1 2026, its #776 holding.
IHT Wealth Management first reported a position in Innovator US Equity Power Buffer ETF October in Q4 2024 and has held it in 6 quarters since.
IHT Wealth Management's Innovator US Equity Power Buffer ETF October position peaked at $1.21M in Q3 2025.
253 funds tracked by Wall St. Rank held Innovator US Equity Power Buffer ETF October as of Q1 2026.

Based on IHT Wealth Management's 13F filing for Q1 2026, filed 15 May 2026.