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

Lakeridge 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	$492K	Sell	10,603 -667	-6%	-$30.4K	0.18%	106
2026 Q1	$486K	Hold	11,270	–	–	0.21%	95
2025 Q4	$495K	Buy	+11,270	New	+$489K	0.23%	89

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

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

Lakeridge Wealth Management reduced its Innovator US Equity Power Buffer ETF October (POCT) stake by 5.9% in Q2 2026, selling an estimated $30.4K and leaving 10,603 shares worth $492K. The position accounts for 0.18% of the portfolio, ranked #106.

Lakeridge Wealth Management first reported a position in POCT in Q4 2025 and has held it in 3 quarters since. The position peaked at $495K in Q4 2025. 251 funds tracked by Wall St. Rank hold POCT as of Q2 2026.

Lakeridge Wealth Management held 10,603 shares of Innovator US Equity Power Buffer ETF October worth $492K as of Q2 2026.
Lakeridge Wealth Management sold 667 Innovator US Equity Power Buffer ETF October shares in Q2 2026, an estimated $30.4K.
Innovator US Equity Power Buffer ETF October made up 0.18% of Lakeridge Wealth Management's portfolio in Q2 2026, its #106 holding.
Lakeridge 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.
Lakeridge Wealth Management's Innovator US Equity Power Buffer ETF October position peaked at $495K in Q4 2025.
251 funds tracked by Wall St. Rank held Innovator US Equity Power Buffer ETF October as of Q2 2026.

Based on Lakeridge Wealth Management's 13F filing for Q2 2026, filed 14 Jul 2026.