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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
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

AllianceBernstein
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
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Cerity Partners
Cerity Partners New York $82.7B AUM 28.53% 1-Year Est. Return
Commonwealth Equity Services
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
Focus Partners Wealth Boston, Massachusetts $97.6B AUM 29.43% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

PTM Wealth Management's POCT Position: Q2 2026 in Review

PTM Wealth Management reduced its Innovator US Equity Power Buffer ETF October (POCT) stake by 0.91% in Q2 2026, selling an estimated $8.1K and leaving 19,292 shares worth $896K. The position accounts for 0.4% of the portfolio, ranked #20.

PTM Wealth Management first reported a position in POCT in Q1 2025 and has held it in 6 quarters since. 253 funds tracked by Wall St. Rank hold POCT as of Q2 2026.

  • PTM Wealth Management held 19,292 shares of Innovator US Equity Power Buffer ETF October worth $896K as of Q2 2026.
  • PTM Wealth Management sold 178 Innovator US Equity Power Buffer ETF October shares in Q2 2026, an estimated $8.1K.
  • Innovator US Equity Power Buffer ETF October made up 0.4% of PTM Wealth Management's portfolio in Q2 2026, its #20 holding.
  • PTM Wealth Management first reported a position in Innovator US Equity Power Buffer ETF October in Q1 2025 and has held it in 6 quarters since.
  • 253 funds tracked by Wall St. Rank held Innovator US Equity Power Buffer ETF October as of Q2 2026.

Based on PTM Wealth Management's 13F filing for Q2 2026, filed 6 Aug 2026.