Siligmueller & Norvid Wealth Advisors’s Innovator US Equity Power Buffer ETF October POCT Stock Holding History

Siligmueller & Norvid Wealth Advisors’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
2025 Q3	–	Sell	-136,746	Closed	-$5.68M	–	211
2025 Q2	$5.68M	Buy	136,746 +1,940	+1%	+$76.5K	2.21%	13
2025 Q1	$5.24M	Sell	134,806 -2,197	-2%	-$87.2K	2.22%	13
2024 Q4	$5.42M	Buy	+137,003	New	+$5.4M	2.31%	14

Other funds holding POCT

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

SPIA

Steward Partners Investment Advisory New York $19.6B AUM 22.89% 1-Year Est. Return

PCM

Penserra Capital Management Orinda, California $8.52B AUM 37.76% 1-Year Est. Return

Cerity Partners New York $70.8B AUM 21.68% 1-Year Est. Return

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

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

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

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

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

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

Siligmueller & Norvid Wealth Advisors's POCT Position: Q3 2025 in Review

Siligmueller & Norvid Wealth Advisors sold out of Innovator US Equity Power Buffer ETF October (POCT) in Q3 2025, closing a stake of 136,746 shares — an estimated $5.68M sold.

Siligmueller & Norvid Wealth Advisors first reported a position in POCT in Q4 2024 and held it in 3 quarters. The position peaked at $5.68M in Q2 2025. 203 funds tracked by Wall St. Rank hold POCT as of Q3 2025.

Siligmueller & Norvid Wealth Advisors reported no remaining Innovator US Equity Power Buffer ETF October position as of Q3 2025 after selling out during the quarter.
Siligmueller & Norvid Wealth Advisors sold 136,746 Innovator US Equity Power Buffer ETF October shares in Q3 2025, an estimated $5.68M.
Siligmueller & Norvid Wealth Advisors first reported a position in Innovator US Equity Power Buffer ETF October in Q4 2024 and held it in 3 quarters.
Siligmueller & Norvid Wealth Advisors's Innovator US Equity Power Buffer ETF October position peaked at $5.68M in Q2 2025.
203 funds tracked by Wall St. Rank held Innovator US Equity Power Buffer ETF October as of Q3 2025.

Based on Siligmueller & Norvid Wealth Advisors's 13F filing for Q3 2025, filed 10 Nov 2025.