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

Kingsview 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	$221K	Hold	4,755	–	–	﹤0.01%	1317
2026 Q1	$205K	Sell	4,755 -3,000	-39%	-$132K	﹤0.01%	1248
2025 Q4	$341K	Buy	7,755 +2,212	+40%	+$96K	﹤0.01%	980
2025 Q3	$239K	Sell	5,543 -1,268	-19%	-$53.6K	﹤0.01%	1065
2025 Q2	$281K	Sell	6,811 -20	-0.3%	-$788	﹤0.01%	967
2025 Q1	$265K	Hold	6,831	–	–	0.01%	934
2024 Q4	$270K	Buy	6,831 +483	+8%	+$19K	0.01%	950
2024 Q3	$247K	Sell	6,348 -50	-0.8%	-$1.93K	0.01%	947
2024 Q2	$245K	Sell	6,398 -3,100	-33%	-$117K	0.01%	916
2024 Q1	$356K	Sell	9,498 -970	-9%	-$35.7K	0.01%	760
2023 Q4	$378K	Sell	10,468 -25	-0.2%	-$871	0.01%	705
2023 Q3	$356K	Sell	10,493 -464	-4%	-$15.7K	0.01%	707
2023 Q2	$367K	Sell	10,957 -5,606	-34%	-$181K	0.01%	680
2023 Q1	$524K	Sell	16,563 -100	-0.6%	-$3.1K	0.02%	562
2022 Q4	$501K	Sell	16,663 -1,926	-10%	-$57.3K	0.02%	509
2022 Q3	$532K	Buy	18,589 +3,454	+23%	+$99.9K	0.03%	484
2022 Q2	$425K	Buy	15,135 +2,572	+20%	+$74.5K	0.02%	572
2022 Q1	$380K	Buy	12,563 +3,197	+34%	+$95.4K	0.02%	633
2021 Q4	$285K	Buy	+9,366	New	+$281K	0.01%	749
2021 Q2	–	Sell	-12,715	Closed	-$363K	–	992
2021 Q1	$363K	Sell	12,715 -550	-4%	-$15.4K	0.02%	589
2020 Q4	$369K	Buy	+13,265	New	+$360K	0.03%	513

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

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

Kingsview Wealth Management held its Innovator US Equity Power Buffer ETF October (POCT) position steady in Q2 2026 at 4,755 shares worth $221K. The position accounts for ﹤0.01% of the portfolio, ranked #1317.

Kingsview Wealth Management first reported a position in POCT in Q4 2020 and has held it in 21 quarters since. The position peaked at $532K in Q3 2022. 251 funds tracked by Wall St. Rank hold POCT as of Q2 2026.

Kingsview Wealth Management held 4,755 shares of Innovator US Equity Power Buffer ETF October worth $221K as of Q2 2026.
Kingsview 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 ﹤0.01% of Kingsview Wealth Management's portfolio in Q2 2026, its #1317 holding.
Kingsview Wealth Management first reported a position in Innovator US Equity Power Buffer ETF October in Q4 2020 and has held it in 21 quarters since.
Kingsview Wealth Management's Innovator US Equity Power Buffer ETF October position peaked at $532K in Q3 2022.
251 funds tracked by Wall St. Rank held Innovator US Equity Power Buffer ETF October as of Q2 2026.

Based on Kingsview Wealth Management's 13F filing for Q2 2026, filed 19 Aug 2026.