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 Q2	$249K	Sell	5,375 -8,014	-60%	-$365K	0.03%	477
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 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

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

Maridea Wealth Management reduced its Innovator US Equity Power Buffer ETF October (POCT) stake by 60% in Q2 2026, selling an estimated $365K and leaving 5,375 shares worth $249K. The position accounts for 0.03% of the portfolio, ranked #477.

Maridea Wealth Management first reported a position in POCT in Q4 2024 and has held it in 7 quarters since. The position peaked at $2.07M in Q1 2025. 250 funds tracked by Wall St. Rank hold POCT as of Q2 2026.

Maridea Wealth Management held 5,375 shares of Innovator US Equity Power Buffer ETF October worth $249K as of Q2 2026.
Maridea Wealth Management sold 8,014 Innovator US Equity Power Buffer ETF October shares in Q2 2026, an estimated $365K.
Innovator US Equity Power Buffer ETF October made up 0.03% of Maridea Wealth Management's portfolio in Q2 2026, its #477 holding.
Maridea Wealth Management first reported a position in Innovator US Equity Power Buffer ETF October in Q4 2024 and has held it in 7 quarters since.
Maridea Wealth Management's Innovator US Equity Power Buffer ETF October position peaked at $2.07M in Q1 2025.
250 funds tracked by Wall St. Rank held Innovator US Equity Power Buffer ETF October as of Q2 2026.

Based on Maridea Wealth Management's 13F filing for Q2 2026, filed 6 Aug 2026.