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

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 Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return

Cerity Partners New York $82.7B AUM 28.53% 1-Year Est. Return

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 Boston, Massachusetts $97.6B AUM 29.43% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 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. 253 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.
253 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.