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

Jessup 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 		$269K Hold
5,801
– – 0.08% 71
2026
Q1 		$250K Sell
5,801
-500
-8% -$21.9K 0.09% 68
2025
Q4 		$277K Buy
+6,301
New +$274K 0.09% 72

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PCM
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Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Cerity Partners
Cerity Partners New York $82.7B AUM 28.53% 1-Year Est. Return
Commonwealth Equity Services
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
Focus Partners Wealth Boston, Massachusetts $97.6B AUM 29.43% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

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

Jessup Wealth Management held its Innovator US Equity Power Buffer ETF October (POCT) position steady in Q2 2026 at 5,801 shares worth $269K. The position accounts for 0.08% of the portfolio, ranked #71.

Jessup Wealth Management first reported a position in POCT in Q4 2025 and has held it in 3 quarters since. The position peaked at $277K in Q4 2025. 250 funds tracked by Wall St. Rank hold POCT as of Q2 2026.

  • Jessup Wealth Management held 5,801 shares of Innovator US Equity Power Buffer ETF October worth $269K as of Q2 2026.
  • Jessup Wealth Management left its Innovator US Equity Power Buffer ETF October share count unchanged in Q2 2026.
  • Innovator US Equity Power Buffer ETF October made up 0.08% of Jessup Wealth Management's portfolio in Q2 2026, its #71 holding.
  • Jessup Wealth Management first reported a position in Innovator US Equity Power Buffer ETF October in Q4 2025 and has held it in 3 quarters since.
  • Jessup Wealth Management's Innovator US Equity Power Buffer ETF October position peaked at $277K in Q4 2025.
  • 250 funds tracked by Wall St. Rank held Innovator US Equity Power Buffer ETF October as of Q2 2026.

Based on Jessup Wealth Management's 13F filing for Q2 2026, filed 11 Aug 2026.