NewEdge Advisors’s Innovator US Equity Power Buffer ETF October POCT Stock Holding History

NewEdge Advisors’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	$2.31M	Sell	53,693 -1,007	-2%	-$44.2K	0.01%	1031
2025 Q4	$2.4M	Buy	54,700 +88	+0.2%	+$3.82K	0.01%	980
2025 Q3	$2.35M	Sell	54,612 -44	-0.1%	-$1.86K	0.01%	932
2025 Q2	$2.26M	Sell	54,656 -762	-1%	-$30K	0.01%	877
2025 Q1	$2.15M	Sell	55,418 -16,241	-23%	-$645K	0.01%	831
2024 Q4	$2.84M	Buy	71,659 +12,255	+21%	+$483K	0.02%	682
2024 Q3	$2.31M	Sell	59,404 -19,921	-25%	-$769K	0.02%	725
2024 Q2	$3.04M	Buy	79,325 +188	+0.2%	+$7.1K	0.02%	596
2024 Q1	$2.97M	Sell	79,137 -37,942	-32%	-$1.4M	0.03%	551
2023 Q4	$4.28M	Buy	117,079 +98,769	+539%	+$3.44M	0.04%	401
2023 Q3	$622K	Hold	18,310	–	–	0.01%	1075
2023 Q2	$613K	Hold	18,310	–	–	0.01%	1085
2023 Q1	$579K	Hold	18,310	–	–	0.01%	1046
2022 Q4	$551K	Buy	+18,310	New	+$545K	0.01%	739

Other funds holding POCT

AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

Cerity Partners New York $70.8B AUM 21.68% 1-Year Est. Return

PCM

Penserra Capital Management Orinda, California $8.52B AUM 37.76% 1-Year Est. Return

BCM

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

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Focus Partners Wealth Boston, Massachusetts $89.9B AUM 20.5% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

NewEdge Advisors's POCT Position: Q1 2026 in Review

NewEdge Advisors reduced its Innovator US Equity Power Buffer ETF October (POCT) stake by 1.8% in Q1 2026, selling an estimated $44.2K and leaving 53,693 shares worth $2.31M. The position accounts for 0.01% of the portfolio, ranked #1031.

NewEdge Advisors first reported a position in POCT in Q4 2022 and has held it in 14 quarters since. The position peaked at $4.28M in Q4 2023. 253 funds tracked by Wall St. Rank hold POCT as of Q1 2026.

NewEdge Advisors held 53,693 shares of Innovator US Equity Power Buffer ETF October worth $2.31M as of Q1 2026.
NewEdge Advisors sold 1,007 Innovator US Equity Power Buffer ETF October shares in Q1 2026, an estimated $44.2K.
Innovator US Equity Power Buffer ETF October made up 0.01% of NewEdge Advisors's portfolio in Q1 2026, its #1031 holding.
NewEdge Advisors first reported a position in Innovator US Equity Power Buffer ETF October in Q4 2022 and has held it in 14 quarters since.
NewEdge Advisors's Innovator US Equity Power Buffer ETF October position peaked at $4.28M in Q4 2023.
253 funds tracked by Wall St. Rank held Innovator US Equity Power Buffer ETF October as of Q1 2026.

Based on NewEdge Advisors's 13F filing for Q1 2026, filed 18 May 2026.