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

Long Island 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 Q1	$411K	Hold	9,525	–	–	0.19%	61
2025 Q4	$418K	Sell	9,525 -2,500	-21%	-$109K	0.2%	61
2025 Q3	$518K	Hold	12,025	–	–	0.25%	57
2025 Q2	$497K	Sell	12,025 -760	-6%	-$30K	0.26%	57
2025 Q1	$497K	Buy	12,785 +760	+6%	+$30.2K	0.3%	55
2024 Q4	$476K	Sell	12,025 -1,000	-8%	-$39.4K	0.3%	52
2024 Q3	$507K	Hold	13,025	–	–	0.33%	50
2024 Q2	$499K	Sell	13,025 -900	-6%	-$34K	0.35%	53
2024 Q1	$522K	Hold	13,925	–	–	0.37%	52
2023 Q4	$503K	Buy	+13,925	New	+$485K	0.36%	52

Other funds holding POCT

AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

Cerity Partners New York $70.8B AUM 21.68% 1-Year Est. Return

PCM

Penserra Capital Management Orinda, California $8.52B AUM 37.76% 1-Year Est. Return

BCM

Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Focus Partners Wealth Boston, Massachusetts $89.9B AUM 20.5% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Long Island Wealth Management's POCT Position: Q1 2026 in Review

Long Island Wealth Management held its Innovator US Equity Power Buffer ETF October (POCT) position steady in Q1 2026 at 9,525 shares worth $411K. The position accounts for 0.19% of the portfolio, ranked #61.

Long Island Wealth Management first reported a position in POCT in Q4 2023 and has held it in 10 quarters since. The position peaked at $522K in Q1 2024. 253 funds tracked by Wall St. Rank hold POCT as of Q1 2026.

Long Island Wealth Management held 9,525 shares of Innovator US Equity Power Buffer ETF October worth $411K as of Q1 2026.
Long Island Wealth Management left its Innovator US Equity Power Buffer ETF October share count unchanged in Q1 2026.
Innovator US Equity Power Buffer ETF October made up 0.19% of Long Island Wealth Management's portfolio in Q1 2026, its #61 holding.
Long Island Wealth Management first reported a position in Innovator US Equity Power Buffer ETF October in Q4 2023 and has held it in 10 quarters since.
Long Island Wealth Management's Innovator US Equity Power Buffer ETF October position peaked at $522K in Q1 2024.
253 funds tracked by Wall St. Rank held Innovator US Equity Power Buffer ETF October as of Q1 2026.

Based on Long Island Wealth Management's 13F filing for Q1 2026, filed 21 Apr 2026.