McAdam LLC’s Innovator US Equity Power Buffer ETF October POCT Stock Holding History

McAdam LLC’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	$602K	Hold	12,965	–	–	0.02%	242
2026 Q1	$559K	Hold	12,965	–	–	0.03%	229
2025 Q4	$569K	Buy	12,965 +4,648	+56%	+$202K	0.03%	212
2025 Q3	$358K	Hold	8,317	–	–	0.02%	270
2025 Q2	$343K	Hold	8,317	–	–	0.02%	263
2025 Q1	$323K	Hold	8,317	–	–	0.02%	251
2024 Q4	$329K	Buy	8,317 +100	+1%	+$3.94K	0.02%	263
2024 Q3	$320K	Buy	8,217 +350	+4%	+$13.5K	0.02%	246
2024 Q2	$301K	Hold	7,867	–	–	0.02%	239
2024 Q1	$295K	Hold	7,867	–	–	0.02%	230
2023 Q4	$284K	Buy	7,867 +1,029	+15%	+$35.8K	0.02%	218
2023 Q3	$232K	Hold	6,838	–	–	0.02%	229
2023 Q2	$229K	Hold	6,838	–	–	0.02%	236
2023 Q1	$216K	Buy	+6,838	New	+$212K	0.02%	232

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

McAdam LLC's POCT Position: Q2 2026 in Review

McAdam LLC held its Innovator US Equity Power Buffer ETF October (POCT) position steady in Q2 2026 at 12,965 shares worth $602K. The position accounts for 0.02% of the portfolio, ranked #242.

McAdam LLC first reported a position in POCT in Q1 2023 and has held it in 14 quarters since. 251 funds tracked by Wall St. Rank hold POCT as of Q2 2026.

McAdam LLC held 12,965 shares of Innovator US Equity Power Buffer ETF October worth $602K as of Q2 2026.
McAdam LLC left its Innovator US Equity Power Buffer ETF October share count unchanged in Q2 2026.
Innovator US Equity Power Buffer ETF October made up 0.02% of McAdam LLC's portfolio in Q2 2026, its #242 holding.
McAdam LLC first reported a position in Innovator US Equity Power Buffer ETF October in Q1 2023 and has held it in 14 quarters since.
251 funds tracked by Wall St. Rank held Innovator US Equity Power Buffer ETF October as of Q2 2026.

Based on McAdam LLC's 13F filing for Q2 2026, filed 4 Aug 2026.