KFG Wealth Management
POCT icon

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
Q3 		$3.18M Sell
66,363
-3,617
-5% -$170K 0.34% 46
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

CoreCap Advisors
CoreCap Advisors Southfield, Michigan $3.48B AUM 21.43% 1-Year Est. Return
AA Financial Advisors
AA Financial Advisors Columbus, Ohio $840M AUM 11.98% 1-Year Est. Return
Brookstone Capital Management
Brookstone Capital Management Wheaton, Illinois $10.1B AUM 17.94% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
Forvis Mazars Wealth Advisors
Forvis Mazars Wealth Advisors Springfield, Missouri $6.09B AUM 14.51% 1-Year Est. Return
Signal Advisors Wealth
Signal Advisors Wealth Detroit, Michigan $2.27B AUM 16.1% 1-Year Est. Return
SEP
Southland Equity Partners Wildwood, Missouri $583M AUM 16.78% 1-Year Est. Return
Fifth Third Wealth Advisors
Fifth Third Wealth Advisors Cincinnati, Ohio $3.78B AUM 26.11% 1-Year Est. Return
CRA Financial Services
CRA Financial Services Northfield, New Jersey $904M AUM 20.1% 1-Year Est. Return
BFI Wealth Solutions
BFI Wealth Solutions Dallas, Texas $146M AUM 11.97% 1-Year Est. Return

KFG Wealth Management's POCT Position: Q3 2026 in Review

KFG Wealth Management reduced its Innovator US Equity Power Buffer ETF October (POCT) stake by 5.2% in Q3 2026, selling an estimated $170K and leaving 66,363 shares worth $3.18M. The position accounts for 0.34% of the portfolio, ranked #46.

KFG Wealth Management first reported a position in POCT in Q4 2022 and has held it in 16 quarters since. The position peaked at $5.69M in Q4 2024. 95 funds tracked by Wall St. Rank hold POCT as of Q3 2026.

  • KFG Wealth Management held 66,363 shares of Innovator US Equity Power Buffer ETF October worth $3.18M as of Q3 2026.
  • KFG Wealth Management sold 3,617 Innovator US Equity Power Buffer ETF October shares in Q3 2026, an estimated $170K.
  • Innovator US Equity Power Buffer ETF October made up 0.34% of KFG Wealth Management's portfolio in Q3 2026, its #46 holding.
  • KFG Wealth Management first reported a position in Innovator US Equity Power Buffer ETF October in Q4 2022 and has held it in 16 quarters since.
  • KFG Wealth Management's Innovator US Equity Power Buffer ETF October position peaked at $5.69M in Q4 2024.
  • 95 funds tracked by Wall St. Rank held Innovator US Equity Power Buffer ETF October as of Q3 2026.

Based on KFG Wealth Management's 13F filing for Q3 2026, filed 16 Oct 2026.