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

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 22.96% 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

Spire Wealth Management's POCT Position: Q2 2026 in Review

Spire Wealth Management held its Innovator US Equity Power Buffer ETF October (POCT) position steady in Q2 2026 at 4,190 shares worth $194K. The position accounts for 0.01% of the portfolio, ranked #795.

Spire Wealth Management first reported a position in POCT in Q4 2021 and has held it in 19 quarters since. The position peaked at $1.06M in Q4 2021. 250 funds tracked by Wall St. Rank hold POCT as of Q2 2026.

Spire Wealth Management held 4,190 shares of Innovator US Equity Power Buffer ETF October worth $194K as of Q2 2026.
Spire Wealth Management left its Innovator US Equity Power Buffer ETF October share count unchanged in Q2 2026.
Innovator US Equity Power Buffer ETF October made up 0.01% of Spire Wealth Management's portfolio in Q2 2026, its #795 holding.
Spire Wealth Management first reported a position in Innovator US Equity Power Buffer ETF October in Q4 2021 and has held it in 19 quarters since.
Spire Wealth Management's Innovator US Equity Power Buffer ETF October position peaked at $1.06M in Q4 2021.
250 funds tracked by Wall St. Rank held Innovator US Equity Power Buffer ETF October as of Q2 2026.

Based on Spire Wealth Management's 13F filing for Q2 2026, filed 15 Jul 2026.