PWM
POCT icon

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
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 $309B AUM 23.92% 1-Year Est. Return
Cerity Partners
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
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $89.9B AUM 20.5% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

PTM Wealth Management's POCT Position: Q1 2026 in Review

PTM Wealth Management reduced its Innovator US Equity Power Buffer ETF October (POCT) stake by 1% in Q1 2026, selling an estimated $8.87K and leaving 19,470 shares worth $845K. The position accounts for 0.45% of the portfolio, ranked #18.

PTM Wealth Management first reported a position in POCT in Q1 2025 and has held it in 5 quarters since. The position peaked at $867K in Q4 2025. 253 funds tracked by Wall St. Rank hold POCT as of Q1 2026.

  • PTM Wealth Management held 19,470 shares of Innovator US Equity Power Buffer ETF October worth $845K as of Q1 2026.
  • PTM Wealth Management sold 202 Innovator US Equity Power Buffer ETF October shares in Q1 2026, an estimated $8.87K.
  • Innovator US Equity Power Buffer ETF October made up 0.45% of PTM Wealth Management's portfolio in Q1 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 5 quarters since.
  • PTM Wealth Management's Innovator US Equity Power Buffer ETF October position peaked at $867K in Q4 2025.
  • 253 funds tracked by Wall St. Rank held Innovator US Equity Power Buffer ETF October as of Q1 2026.

Based on PTM Wealth Management's 13F filing for Q1 2026, filed 9 Apr 2026.