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

Outlook Wealth 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 Q2	$524K	Sell	11,296 -7,446	-40%	-$339K	0.11%	176
2026 Q1	$808K	Sell	18,742 -4	-0%	-$176	0.2%	111
2025 Q4	$823K	Sell	18,746 -2,136	-10%	-$92.7K	0.19%	104
2025 Q3	$900K	Hold	20,882	–	–	0.22%	98
2025 Q2	$862K	Hold	20,882	–	–	0.22%	90
2025 Q1	$811K	Hold	20,882	–	–	0.23%	87
2024 Q4	$826K	Hold	20,882	–	–	0.24%	86
2024 Q3	$813K	Hold	20,882	–	–	0.23%	84
2024 Q2	$1.27M	Sell	20,882 -29,639	-59%	-$1.12M	0.4%	46
2024 Q1	$1.89M	Buy	50,521 +200	+0.4%	+$7.37K	0.59%	38
2023 Q4	$1.82M	Buy	50,321 +22,005	+78%	+$767K	0.64%	37
2023 Q3	$962K	Buy	+28,316	New	+$956K	0.37%	62
2023 Q2	–	Sell	-22,871	Closed	-$723K	–	218
2023 Q1	$723K	Sell	22,871 -7,620	-25%	-$236K	0.32%	77
2022 Q4	$917K	Buy	+30,491	New	+$907K	0.44%	54

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

Outlook Wealth Advisors's POCT Position: Q2 2026 in Review

Outlook Wealth Advisors reduced its Innovator US Equity Power Buffer ETF October (POCT) stake by 40% in Q2 2026, selling an estimated $339K and leaving 11,296 shares worth $524K. The position accounts for 0.11% of the portfolio, ranked #176.

Outlook Wealth Advisors first reported a position in POCT in Q4 2022 and has held it in 14 quarters since. The position peaked at $1.89M in Q1 2024. 251 funds tracked by Wall St. Rank hold POCT as of Q2 2026.

Outlook Wealth Advisors held 11,296 shares of Innovator US Equity Power Buffer ETF October worth $524K as of Q2 2026.
Outlook Wealth Advisors sold 7,446 Innovator US Equity Power Buffer ETF October shares in Q2 2026, an estimated $339K.
Innovator US Equity Power Buffer ETF October made up 0.11% of Outlook Wealth Advisors's portfolio in Q2 2026, its #176 holding.
Outlook Wealth Advisors first reported a position in Innovator US Equity Power Buffer ETF October in Q4 2022 and has held it in 14 quarters since.
Outlook Wealth Advisors's Innovator US Equity Power Buffer ETF October position peaked at $1.89M in Q1 2024.
251 funds tracked by Wall St. Rank held Innovator US Equity Power Buffer ETF October as of Q2 2026.

Based on Outlook Wealth Advisors's 13F filing for Q2 2026, filed 3 Aug 2026.