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

MBL Wealth’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	$523K	Buy	11,274 +225	+2%	+$10.2K	0.04%	208
2026 Q1	$476K	Buy	11,049 +825	+8%	+$36.2K	0.04%	208
2025 Q4	$449K	Buy	10,224 +3,618	+55%	+$157K	0.04%	189
2025 Q3	$285K	Buy	6,606 +550	+9%	+$23.2K	0.02%	214
2025 Q2	$250K	Hold	6,056	–	–	0.02%	208
2025 Q1	$235K	Sell	6,056 -1	-0%	-$40	0.02%	211
2024 Q4	$240K	Buy	6,057 +256	+4%	+$10.1K	0.02%	198
2024 Q3	$226K	Buy	5,801 +300	+5%	+$11.6K	0.02%	188
2024 Q2	$211K	Sell	5,501 -500	-8%	-$18.9K	0.02%	191
2024 Q1	$225K	Hold	6,001	–	–	0.03%	180
2023 Q4	$217K	Buy	6,001 +1	+0%	+$35	0.03%	171
2023 Q3	$204K	Hold	6,000	–	–	0.03%	163
2023 Q2	$201K	Sell	6,000 -1,065	-15%	-$34.5K	0.03%	171
2023 Q1	$223K	Sell	7,065 -9,315	-57%	-$289K	0.03%	143
2022 Q4	$493K	Buy	+16,380	New	+$487K	0.09%	98
2022 Q3	–	Sell	-150,992	Closed	-$4.24M	–	171
2022 Q2	$4.24M	Buy	+150,992	New	+$4.38M	1.06%	28

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

MBL Wealth's POCT Position: Q2 2026 in Review

MBL Wealth increased its Innovator US Equity Power Buffer ETF October (POCT) stake by 2% in Q2 2026, buying an estimated $10.2K and bringing the position to 11,274 shares worth $523K. The position accounts for 0.04% of the portfolio, ranked #208.

MBL Wealth first reported a position in POCT in Q2 2022 and has held it in 16 quarters since. The position peaked at $4.24M in Q2 2022. 250 funds tracked by Wall St. Rank hold POCT as of Q2 2026.

MBL Wealth held 11,274 shares of Innovator US Equity Power Buffer ETF October worth $523K as of Q2 2026.
MBL Wealth bought 225 Innovator US Equity Power Buffer ETF October shares in Q2 2026, an estimated $10.2K.
Innovator US Equity Power Buffer ETF October made up 0.04% of MBL Wealth's portfolio in Q2 2026, its #208 holding.
MBL Wealth first reported a position in Innovator US Equity Power Buffer ETF October in Q2 2022 and has held it in 16 quarters since.
MBL Wealth's Innovator US Equity Power Buffer ETF October position peaked at $4.24M in Q2 2022.
250 funds tracked by Wall St. Rank held Innovator US Equity Power Buffer ETF October as of Q2 2026.

Based on MBL Wealth's 13F filing for Q2 2026, filed 15 Jul 2026.