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Rothschild Investment LLC’s Innovator US Equity Power Buffer ETF October POCT Stock Holding History

Rothschild Investment LLC’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 		$422K Hold
9,090
– – 0.02% 657
2026
Q1 		$392K Hold
9,090
– – 0.02% 469
2025
Q4 		$399K Buy
9,090
+9,036
+16,733% +$392K 0.02% 427
2025
Q3 		$2.33K Hold
54
– – ﹤0.01% 2137
2025
Q2 		$2.23K Hold
54
– – ﹤0.01% 2000
2025
Q1 		$2.1K Hold
54
– – ﹤0.01% 1870
2024
Q4 		$2.14K Hold
54
– – ﹤0.01% 1760
2024
Q3 		$2.1K Hold
54
– – ﹤0.01% 1697
2024
Q2 		$2.07K Hold
54
– – ﹤0.01% 1391
2024
Q1 		$2.02K Hold
54
– – ﹤0.01% 1211
2023
Q4 		$1.95K Buy
+54
New +$1.88K ﹤0.01% 1149

Other funds holding POCT

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 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
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $51.6B AUM 27.34% 1-Year Est. Return
CA
CoreCap Advisors Southfield, Michigan $3.39B AUM 31.21% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return
CW
Cornerstone Wealth Greeneville, Tennessee $198M AUM
AFA
AA Financial Advisors Columbus, Ohio $832M AUM 20.55% 1-Year Est. Return
BCM
Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

Rothschild Investment LLC's POCT Position: Q2 2026 in Review

Rothschild Investment LLC held its Innovator US Equity Power Buffer ETF October (POCT) position steady in Q2 2026 at 9,090 shares worth $422K. The position accounts for 0.02% of the portfolio, ranked #657.

Rothschild Investment LLC first reported a position in POCT in Q4 2023 and has held it in 11 quarters since. 148 funds tracked by Wall St. Rank hold POCT as of Q2 2026.

  • Rothschild Investment LLC held 9,090 shares of Innovator US Equity Power Buffer ETF October worth $422K as of Q2 2026.
  • Rothschild Investment LLC left its Innovator US Equity Power Buffer ETF October share count unchanged in Q2 2026.
  • Innovator US Equity Power Buffer ETF October made up 0.02% of Rothschild Investment LLC's portfolio in Q2 2026, its #657 holding.
  • Rothschild Investment LLC first reported a position in Innovator US Equity Power Buffer ETF October in Q4 2023 and has held it in 11 quarters since.
  • 148 funds tracked by Wall St. Rank held Innovator US Equity Power Buffer ETF October as of Q2 2026.

Based on Rothschild Investment LLC's 13F filing for Q2 2026, filed 6 Aug 2026.