Retirement Income Solutions’s Innovator US Equity Power Buffer ETF October POCT Stock Holding History

Retirement Income Solutions’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	$1.95M	Buy	45,195 +9,345	+26%	+$410K	0.33%	39
2025 Q4	$1.57M	Sell	35,850 -1,749	-5%	-$75.9K	0.27%	43
2025 Q3	$1.62M	Sell	37,599 -2,321	-6%	-$98.1K	0.28%	43
2025 Q2	$1.65M	Sell	39,920 -1,388	-3%	-$54.7K	0.3%	36
2025 Q1	$1.6M	Hold	41,308	–	–	0.34%	34
2024 Q4	$1.63M	Hold	41,308	–	–	0.33%	33
2024 Q3	$1.61M	Sell	41,308 -591	-1%	-$22.8K	0.37%	33
2024 Q2	$1.6M	Sell	41,899 -535	-1%	-$20.2K	0.39%	34
2024 Q1	$1.59M	Sell	42,434 -1,325	-3%	-$48.8K	0.36%	36
2023 Q4	$1.58M	Buy	43,759 +4,866	+13%	+$170K	0.39%	33
2023 Q3	$1.32M	Sell	38,893 -1,320	-3%	-$44.5K	0.37%	37
2023 Q2	$1.35M	Sell	40,213 -3,476	-8%	-$112K	0.36%	36
2023 Q1	$1.38M	Buy	43,689 +2,684	+7%	+$83.2K	0.4%	35
2022 Q4	$1.23M	Sell	41,005 -14,958	-27%	-$445K	0.39%	35
2022 Q3	$1.61M	Hold	55,963	–	–	0.58%	27
2022 Q2	$1.57M	Buy	55,963 +2,466	+5%	+$71.5K	0.56%	27
2022 Q1	$1.62M	Sell	53,497 -3,067	-5%	-$91.6K	0.45%	28
2021 Q4	$1.72M	Buy	56,564 +11,214	+25%	+$337K	0.46%	26
2021 Q3	$1.33M	Hold	45,350	–	–	0.45%	31
2021 Q2	$1.32M	Sell	45,350 -10,594	-19%	-$306K	0.45%	30
2021 Q1	$1.59M	Sell	55,944 -12,950	-19%	-$363K	0.55%	27
2020 Q4	$1.92M	Sell	68,894 -364	-0.5%	-$9.88K	0.69%	22
2020 Q3	$1.83M	Sell	69,258 -768	-1%	-$19.9K	0.81%	23
2020 Q2	$1.76M	Hold	70,026	–	–	0.74%	20
2020 Q1	$1.58M	Sell	70,026 -5,579	-7%	-$136K	0.89%	13
2019 Q4	$1.91M	Buy	75,605 +36,063	+91%	+$904K	0.79%	15
2019 Q3	$984K	Sell	39,542 -855	-2%	-$21.4K	0.53%	23
2019 Q2	$1.01M	Hold	40,397	–	–	0.54%	20
2019 Q1	$988K	Buy	+40,397	New	+$967K	0.57%	16

Other funds holding POCT

AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

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 Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Focus Partners Wealth Boston, Massachusetts $89.9B AUM 20.5% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Retirement Income Solutions's POCT Position: Q1 2026 in Review

Retirement Income Solutions increased its Innovator US Equity Power Buffer ETF October (POCT) stake by 26% in Q1 2026, buying an estimated $410K and bringing the position to 45,195 shares worth $1.95M. The position accounts for 0.33% of the portfolio, ranked #39.

Retirement Income Solutions first reported a position in POCT in Q1 2019 and has held it in 29 quarters since. 253 funds tracked by Wall St. Rank hold POCT as of Q1 2026.

Retirement Income Solutions held 45,195 shares of Innovator US Equity Power Buffer ETF October worth $1.95M as of Q1 2026.
Retirement Income Solutions bought 9,345 Innovator US Equity Power Buffer ETF October shares in Q1 2026, an estimated $410K.
Innovator US Equity Power Buffer ETF October made up 0.33% of Retirement Income Solutions's portfolio in Q1 2026, its #39 holding.
Retirement Income Solutions first reported a position in Innovator US Equity Power Buffer ETF October in Q1 2019 and has held it in 29 quarters since.
253 funds tracked by Wall St. Rank held Innovator US Equity Power Buffer ETF October as of Q1 2026.

Based on Retirement Income Solutions's 13F filing for Q1 2026, filed 4 May 2026.