Mitchell Capital Management’s Innovator US Equity Power Buffer ETF October POCT Stock Holding History

Mitchell Capital 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	–	Sell	-6,500	Closed	-$285K	–	133
2025 Q4	$285K	Buy	+6,500	New	+$282K	0.05%	104
2025 Q3	–	Sell	-5,652	Closed	-$236K	–	136
2025 Q2	$236K	Sell	5,652 -2,048	-27%	-$80.7K	0.04%	100
2025 Q1	$299K	Hold	7,700	–	–	0.06%	96
2024 Q4	$305K	Buy	+7,700	New	+$304K	0.05%	96
2024 Q2	–	Sell	-6,440	Closed	-$241K	–	130
2024 Q1	$241K	Hold	6,440	–	–	0.05%	114
2023 Q4	$233K	Buy	+6,440	New	+$224K	0.05%	115

Other funds holding POCT

AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return

Cerity Partners New York $82.7B AUM 28.53% 1-Year Est. Return

PCM

Penserra Capital Management Orinda, California $13B AUM 71.84% 1-Year Est. Return

BCM

Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 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

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 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

Mitchell Capital Management's POCT Position: Q1 2026 in Review

Mitchell Capital Management sold out of Innovator US Equity Power Buffer ETF October (POCT) in Q1 2026, closing a stake of 6,500 shares — an estimated $285K sold.

Mitchell Capital Management first reported a position in POCT in Q4 2023 and held it in 6 quarters. The position peaked at $305K in Q4 2024. 254 funds tracked by Wall St. Rank hold POCT as of Q1 2026.

Mitchell Capital Management reported no remaining Innovator US Equity Power Buffer ETF October position as of Q1 2026 after selling out during the quarter.
Mitchell Capital Management sold 6,500 Innovator US Equity Power Buffer ETF October shares in Q1 2026, an estimated $285K.
Mitchell Capital Management first reported a position in Innovator US Equity Power Buffer ETF October in Q4 2023 and held it in 6 quarters.
Mitchell Capital Management's Innovator US Equity Power Buffer ETF October position peaked at $305K in Q4 2024.
254 funds tracked by Wall St. Rank held Innovator US Equity Power Buffer ETF October as of Q1 2026.

Based on Mitchell Capital Management's 13F filing for Q1 2026, filed 11 May 2026.