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

Maridea 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 		$577K Buy
13,389
+284
+2% +$12.5K 0.08% 229
2025
Q4 		$576K Sell
13,105
-2,988
-19% -$130K 0.09% 225
2025
Q3 		$697K Sell
16,093
-31,293
-66% -$1.32M 0.11% 181
2025
Q2 		$1.96M Sell
47,386
-5,953
-11% -$235K 0.51% 44
2025
Q1 		$2.07M Buy
53,339
+23,449
+78% +$931K 0.68% 32
2024
Q4 		$1.18M Buy
+29,890
New +$1.18M 0.38% 45

Other funds holding POCT

AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
Cerity Partners
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
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $89.9B AUM 20.5% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Maridea Wealth Management's POCT Position: Q1 2026 in Review

Maridea Wealth Management increased its Innovator US Equity Power Buffer ETF October (POCT) stake by 2.2% in Q1 2026, buying an estimated $12.5K and bringing the position to 13,389 shares worth $577K. The position accounts for 0.08% of the portfolio, ranked #229.

Maridea Wealth Management first reported a position in POCT in Q4 2024 and has held it in 6 quarters since. The position peaked at $2.07M in Q1 2025. 253 funds tracked by Wall St. Rank hold POCT as of Q1 2026.

  • Maridea Wealth Management held 13,389 shares of Innovator US Equity Power Buffer ETF October worth $577K as of Q1 2026.
  • Maridea Wealth Management bought 284 Innovator US Equity Power Buffer ETF October shares in Q1 2026, an estimated $12.5K.
  • Innovator US Equity Power Buffer ETF October made up 0.08% of Maridea Wealth Management's portfolio in Q1 2026, its #229 holding.
  • Maridea Wealth Management first reported a position in Innovator US Equity Power Buffer ETF October in Q4 2024 and has held it in 6 quarters since.
  • Maridea Wealth Management's Innovator US Equity Power Buffer ETF October position peaked at $2.07M in Q1 2025.
  • 253 funds tracked by Wall St. Rank held Innovator US Equity Power Buffer ETF October as of Q1 2026.

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