SWM
POCT icon

Spire Wealth Management’s Innovator US Equity Power Buffer ETF October POCT Stock Holding History

Spire 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
Q2 		$194K Hold
4,190
– – 0.01% 795
2026
Q1 		$181K Hold
4,190
– – 0.01% 816
2025
Q4 		$184K Buy
4,190
+4,083
+3,816% +$177K 0.01% 814
2025
Q3 		$4.61K Hold
107
– – ﹤0.01% 1976
2025
Q2 		$4.42K Hold
107
– – ﹤0.01% 1983
2025
Q1 		$4.16K Hold
107
– – ﹤0.01% 2108
2024
Q4 		$4.23K Hold
107
– – ﹤0.01% 2089
2024
Q3 		$4.17K Hold
107
– – ﹤0.01% 1857
2024
Q2 		$4.1K Hold
107
– – ﹤0.01% 1878
2024
Q1 		$4.01K Hold
107
– – ﹤0.01% 1975
2023
Q4 		$3.9K Hold
107
– – ﹤0.01% 2018
2023
Q3 		$3.63K Hold
107
– – ﹤0.01% 2010
2023
Q2 		$3.58K Hold
107
– – ﹤0.01% 2082
2023
Q1 		$3.38K Sell
107
-3,163
-97% -$98.1K ﹤0.01% 2133
2022
Q4 		$98K Sell
3,270
-29,140
-90% -$867K 0.01% 749
2022
Q3 		$928K Sell
32,410
-2,189
-6% -$63.3K 0.06% 221
2022
Q2 		$971K Sell
34,599
-279
-0.8% -$8.09K 0.04% 333
2022
Q1 		$1.05M Hold
34,878
– – 0.03% 379
2021
Q4 		$1.06M Buy
+34,878
New +$1.05M 0.02% 451

Other funds holding POCT

CA
CoreCap Advisors Southfield, Michigan $3.39B AUM 31.21% 1-Year Est. Return
BCM
Brookstone Capital Management Wheaton, Illinois $9.96B AUM 23.61% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.6B AUM 29.42% 1-Year Est. Return
SEP
Southland Equity Partners Wildwood, Missouri $571M AUM 22.77% 1-Year Est. Return
RA
RFG Advisory Birmingham, Alabama $6.39B AUM 19.93% 1-Year Est. Return
CRWM
Castle Rock Wealth Management Walnut Creek, California $509M AUM 36.93% 1-Year Est. Return
IFG
Independent Financial Group San Diego, California $5.35B AUM 43.78% 1-Year Est. Return
PWMG
Pinnacle Wealth Management Group Plymouth, Michigan $214M AUM 20.07% 1-Year Est. Return
EMAM
Encompass More Asset Management Danville, California $681M AUM 25.06% 1-Year Est. Return
FFN
Focus Financial Network Minneapolis, Minnesota $3.23B AUM 29.61% 1-Year Est. Return