Pinnacle Wealth Management Group
POCT icon

Pinnacle Wealth Management Group’s Innovator US Equity Power Buffer ETF October POCT Stock Holding History

Pinnacle Wealth Management Group’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
Q3 		$928K Sell
19,375
-350
-2% -$16.5K 0.43% 47
2026
Q2 		$915K Sell
19,725
-1,200
-6% -$54.6K 0.43% 48
2026
Q1 		$902K Sell
20,925
-65
-0.3% -$2.85K 0.44% 47
2025
Q4 		$922K Buy
20,990
+9,950
+90% +$432K 0.46% 46
2025
Q3 		$476K Hold
11,040
– – 0.24% 64
2025
Q2 		$456K Hold
11,040
– – 0.26% 67
2025
Q1 		$429K Sell
11,040
-1,300
-11% -$51.6K 0.3% 62
2024
Q4 		$488K Buy
12,340
+6,240
+102% +$246K 0.3% 58
2024
Q3 		$238K Hold
6,100
– – 0.15% 103
2024
Q2 		$234K Hold
6,100
– – 0.16% 93
2024
Q1 		$229K Sell
6,100
-4,700
-44% -$173K 0.17% 93
2023
Q4 		$390K Hold
10,800
– – 0.32% 64
2023
Q3 		$367K Buy
10,800
+400
+4% +$13.5K 0.33% 61
2023
Q2 		$348K Hold
10,400
– – 0.3% 65
2023
Q1 		$329K Hold
10,400
– – 0.29% 73
2022
Q4 		$313K Buy
10,400
+2,050
+25% +$61K 0.28% 75
2022
Q3 		$239K Hold
8,350
– – 0.21% 94
2022
Q2 		$234K Hold
8,350
– – 0.2% 101
2022
Q1 		$252K Buy
+8,350
New +$249K 0.19% 107

Other funds holding POCT

Osaic Holdings
Osaic Holdings Scottsdale, Arizona $83.6B AUM 19.78% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $375B AUM 21.05% 1-Year Est. Return
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $96.6B AUM 22.52% 1-Year Est. Return
Kestra Advisory Services
Kestra Advisory Services Austin, Texas $35.1B AUM 20.13% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
Brinker Capital Investments
Brinker Capital Investments Berwyn, Pennsylvania $17.5B AUM 20.48% 1-Year Est. Return
William Blair & Company
William Blair & Company Chicago, Illinois $38.6B AUM 22.09% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $106B AUM 21.33% 1-Year Est. Return
CoreCap Advisors
CoreCap Advisors Southfield, Michigan $3.48B AUM 21.43% 1-Year Est. Return

Pinnacle Wealth Management Group's POCT Position: Q3 2026 in Review

Pinnacle Wealth Management Group reduced its Innovator US Equity Power Buffer ETF October (POCT) stake by 1.8% in Q3 2026, selling an estimated $16.5K and leaving 19,375 shares worth $928K. The position accounts for 0.43% of the portfolio, ranked #47.

Pinnacle Wealth Management Group first reported a position in POCT in Q1 2022 and has held it in 19 quarters since. 195 funds tracked by Wall St. Rank hold POCT as of Q3 2026.

  • Pinnacle Wealth Management Group held 19,375 shares of Innovator US Equity Power Buffer ETF October worth $928K as of Q3 2026.
  • Pinnacle Wealth Management Group sold 350 Innovator US Equity Power Buffer ETF October shares in Q3 2026, an estimated $16.5K.
  • Innovator US Equity Power Buffer ETF October made up 0.43% of Pinnacle Wealth Management Group's portfolio in Q3 2026, its #47 holding.
  • Pinnacle Wealth Management Group first reported a position in Innovator US Equity Power Buffer ETF October in Q1 2022 and has held it in 19 quarters since.
  • 195 funds tracked by Wall St. Rank held Innovator US Equity Power Buffer ETF October as of Q3 2026.

Based on Pinnacle Wealth Management Group's 13F filing for Q3 2026, filed 15 Oct 2026.