Keystone Wealth Services’s Innovator US Equity Power Buffer ETF October POCT Stock Holding History

Keystone Wealth Services’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	$267K	Sell	5,747 -253	-4%	-$11.5K	0.05%	270
2026 Q1	$259K	Buy	+6,000	New	+$263K	0.06%	260
2025 Q4	–	Sell	-6,242	Closed	-$269K	–	299
2025 Q3	$269K	Sell	6,242 -426	-6%	-$18K	0.06%	254
2025 Q2	$275K	Sell	6,668 -3	-0%	-$118	0.07%	239
2025 Q1	$259K	Buy	6,671 +1,300	+24%	+$51.6K	0.07%	227
2024 Q4	$213K	Buy	5,371 +129	+2%	+$5.09K	0.06%	245
2024 Q3	$204K	Hold	5,242	–	–	0.06%	245
2024 Q2	$201K	Sell	5,242 -4,400	-46%	-$166K	0.06%	225
2024 Q1	$361K	Sell	9,642 -2	-0%	-$74	0.12%	154
2023 Q4	$348K	Buy	+9,644	New	+$336K	0.12%	155
2023 Q3	–	Sell	-28,000	Closed	-$937K	–	213
2023 Q2	$937K	Sell	28,000 -21,585	-44%	-$698K	0.35%	67
2023 Q1	$1.57M	Hold	49,585	–	–	0.64%	33
2022 Q4	$1.49M	Buy	49,585 +37,800	+321%	+$1.12M	0.65%	36
2022 Q3	$337K	Buy	11,785 +3,050	+35%	+$88.2K	0.16%	110
2022 Q2	$245K	Sell	8,735 -2,800	-24%	-$81.1K	0.11%	146
2022 Q1	$349K	Hold	11,535	–	–	0.14%	123
2021 Q4	$351K	Buy	+11,535	New	+$347K	0.14%	120

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

Keystone Wealth Services's POCT Position: Q2 2026 in Review

Keystone Wealth Services reduced its Innovator US Equity Power Buffer ETF October (POCT) stake by 4.2% in Q2 2026, selling an estimated $11.5K and leaving 5,747 shares worth $267K. The position accounts for 0.05% of the portfolio, ranked #270.

Keystone Wealth Services first reported a position in POCT in Q4 2021 and has held it in 17 quarters since. The position peaked at $1.57M in Q1 2023. 251 funds tracked by Wall St. Rank hold POCT as of Q2 2026.

Keystone Wealth Services held 5,747 shares of Innovator US Equity Power Buffer ETF October worth $267K as of Q2 2026.
Keystone Wealth Services sold 253 Innovator US Equity Power Buffer ETF October shares in Q2 2026, an estimated $11.5K.
Innovator US Equity Power Buffer ETF October made up 0.05% of Keystone Wealth Services's portfolio in Q2 2026, its #270 holding.
Keystone Wealth Services first reported a position in Innovator US Equity Power Buffer ETF October in Q4 2021 and has held it in 17 quarters since.
Keystone Wealth Services's Innovator US Equity Power Buffer ETF October position peaked at $1.57M in Q1 2023.
251 funds tracked by Wall St. Rank held Innovator US Equity Power Buffer ETF October as of Q2 2026.

Based on Keystone Wealth Services's 13F filing for Q2 2026, filed 5 Aug 2026.