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

KFG 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 		$3.25M Sell
69,980
-3,302
-5% -$150K 0.37% 42
2026
Q1 		$3.16M Sell
73,282
-7,468
-9% -$328K 0.41% 39
2025
Q4 		$3.55M Sell
80,750
-50,914
-39% -$2.21M 0.47% 37
2025
Q3 		$5.67M Sell
131,664
-499
-0.4% -$21.1K 0.82% 21
2025
Q2 		$5.46M Sell
132,163
-2,168
-2% -$85.5K 0.88% 23
2025
Q1 		$5.22M Sell
134,331
-9,462
-7% -$376K 0.95% 21
2024
Q4 		$5.69M Buy
143,793
+65,155
+83% +$2.57M 1.06% 21
2024
Q3 		$3.06M Sell
78,638
-3,327
-4% -$128K 0.67% 35
2024
Q2 		$3.14M Sell
81,965
-4,957
-6% -$187K 1.24% 21
2024
Q1 		$3.26M Buy
86,922
+1,065
+1% +$39.2K 1.34% 21
2023
Q4 		$3.1M Buy
85,857
+49,859
+139% +$1.74M 1.41% 20
2023
Q3 		$1.22M Buy
35,998
+4,635
+15% +$156K 0.66% 33
2023
Q2 		$1.05M Sell
31,363
-1,690
-5% -$54.7K 0.61% 31
2023
Q1 		$1.06M Sell
33,053
-6,647
-17% -$206K 0.73% 25
2022
Q4 		$1.19M Buy
+39,700
New +$1.18M 1.22% 17

Other funds holding POCT

CA
CoreCap Advisors Southfield, Michigan $3.39B AUM 31.21% 1-Year Est. Return
AFA
AA Financial Advisors Columbus, Ohio $832M AUM 20.55% 1-Year Est. Return
BCM
Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return
CAC
Certified Advisory Corp Altamonte Springs, Florida $1.24B AUM 21.71% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
SEP
Southland Equity Partners Wildwood, Missouri $571M AUM 22.77% 1-Year Est. Return
CFS
CRA Financial Services Northfield, New Jersey $868M AUM 25.66% 1-Year Est. Return
IA
IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return
CB
Chris Bulman Roseville, California $274M AUM 22.07% 1-Year Est. Return
DI
Diligent Investors Redlands, California $449M AUM 26.15% 1-Year Est. Return

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

KFG Wealth Management reduced its Innovator US Equity Power Buffer ETF October (POCT) stake by 4.5% in Q2 2026, selling an estimated $150K and leaving 69,980 shares worth $3.25M. The position accounts for 0.37% of the portfolio, ranked #42.

KFG Wealth Management first reported a position in POCT in Q4 2022 and has held it in 15 quarters since. The position peaked at $5.69M in Q4 2024. 70 funds tracked by Wall St. Rank hold POCT as of Q2 2026.

  • KFG Wealth Management held 69,980 shares of Innovator US Equity Power Buffer ETF October worth $3.25M as of Q2 2026.
  • KFG Wealth Management sold 3,302 Innovator US Equity Power Buffer ETF October shares in Q2 2026, an estimated $150K.
  • Innovator US Equity Power Buffer ETF October made up 0.37% of KFG Wealth Management's portfolio in Q2 2026, its #42 holding.
  • KFG Wealth Management first reported a position in Innovator US Equity Power Buffer ETF October in Q4 2022 and has held it in 15 quarters since.
  • KFG Wealth Management's Innovator US Equity Power Buffer ETF October position peaked at $5.69M in Q4 2024.
  • 70 funds tracked by Wall St. Rank held Innovator US Equity Power Buffer ETF October as of Q2 2026.

Based on KFG Wealth Management's 13F filing for Q2 2026, filed 22 Jul 2026.