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

PTM Wealth 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 Q3	$935K	Hold	19,292	–	–	0.4%	18
2026 Q2	$896K	Sell	19,292 -178	-0.9%	-$8.1K	0.4%	20
2026 Q1	$845K	Sell	19,470 -202	-1%	-$8.87K	0.45%	18
2025 Q4	$867K	Hold	19,672	–	–	0.49%	16
2025 Q3	$850K	Sell	19,672 -40	-0.2%	-$1.69K	0.51%	16
2025 Q2	$820K	Sell	19,712 -82	-0.4%	-$3.23K	0.54%	18
2025 Q1	$720K	Buy	+19,794	New	+$786K	0.76%	15

Other funds holding POCT

CoreCap Advisors Southfield, Michigan $3.48B AUM 21.43% 1-Year Est. Return

AA Financial Advisors Columbus, Ohio $840M AUM 11.98% 1-Year Est. Return

Triad Wealth Partners Lawrence, Kansas $1.81B AUM 14.65% 1-Year Est. Return

Cornerstone Wealth Greeneville, Tennessee $209M AUM

Brookstone Capital Management Wheaton, Illinois $10.1B AUM 17.94% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Forvis Mazars Wealth Advisors Springfield, Missouri $6.09B AUM 14.51% 1-Year Est. Return

Certified Advisory Corp Altamonte Springs, Florida $1.2B AUM 14.78% 1-Year Est. Return

Signal Advisors Wealth Detroit, Michigan $2.27B AUM 16.1% 1-Year Est. Return

Trek Financial Scottsdale, Arizona $2.16B AUM 42.56% 1-Year Est. Return

PTM Wealth Management's POCT Position: Q3 2026 in Review

PTM Wealth Management held its Innovator US Equity Power Buffer ETF October (POCT) position steady in Q3 2026 at 19,292 shares worth $935K. The position accounts for 0.4% of the portfolio, ranked #18.

PTM Wealth Management first reported a position in POCT in Q1 2025 and has held it in 7 quarters since. 115 funds tracked by Wall St. Rank hold POCT as of Q3 2026.

PTM Wealth Management held 19,292 shares of Innovator US Equity Power Buffer ETF October worth $935K as of Q3 2026.
PTM Wealth Management left its Innovator US Equity Power Buffer ETF October share count unchanged in Q3 2026.
Innovator US Equity Power Buffer ETF October made up 0.4% of PTM Wealth Management's portfolio in Q3 2026, its #18 holding.
PTM Wealth Management first reported a position in Innovator US Equity Power Buffer ETF October in Q1 2025 and has held it in 7 quarters since.
115 funds tracked by Wall St. Rank held Innovator US Equity Power Buffer ETF October as of Q3 2026.

Based on PTM Wealth Management's 13F filing for Q3 2026, filed 23 Oct 2026.