MW
POCT icon

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

CA
CoreCap Advisors Southfield, Michigan $3.39B AUM 31.21% 1-Year Est. Return
BCM
Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
SEP
Southland Equity Partners Wildwood, Missouri $571M AUM 22.77% 1-Year Est. Return
RA
RFG Advisory Birmingham, Alabama $6.4B AUM 19.93% 1-Year Est. Return
CRWM
Castle Rock Wealth Management Walnut Creek, California $509M AUM 36.93% 1-Year Est. Return
IFG
Independent Financial Group San Diego, California $5.35B AUM 43.78% 1-Year Est. Return
PWMG
Pinnacle Wealth Management Group Plymouth, Michigan $214M AUM 20.07% 1-Year Est. Return
EMAM
Encompass More Asset Management Danville, California $687M AUM 25.06% 1-Year Est. Return
FFN
Focus Financial Network Minneapolis, Minnesota $3.23B AUM 29.61% 1-Year Est. Return