Stone House Investment Management’s Innovator US Equity Power Buffer ETF October POCT Stock Holding History

Stone House Investment 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 Q1	$70K	Hold	1,623	–	–	0.01%	146
2025 Q4	$71.3K	Buy	+1,623	New	+$70.5K	0.01%	137

Other funds holding POCT

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

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

PCM

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

BCM

Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return

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

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

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

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

Focus Partners Wealth Boston, Massachusetts $89.9B AUM 20.5% 1-Year Est. Return

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

Stone House Investment Management's POCT Position: Q1 2026 in Review

Stone House Investment Management held its Innovator US Equity Power Buffer ETF October (POCT) position steady in Q1 2026 at 1,623 shares worth $70K. The position accounts for 0.01% of the portfolio, ranked #146.

Stone House Investment Management first reported a position in POCT in Q4 2025 and has held it in 2 quarters since. The position peaked at $71.3K in Q4 2025. 253 funds tracked by Wall St. Rank hold POCT as of Q1 2026.

Stone House Investment Management held 1,623 shares of Innovator US Equity Power Buffer ETF October worth $70K as of Q1 2026.
Stone House Investment Management left its Innovator US Equity Power Buffer ETF October share count unchanged in Q1 2026.
Innovator US Equity Power Buffer ETF October made up 0.01% of Stone House Investment Management's portfolio in Q1 2026, its #146 holding.
Stone House Investment Management first reported a position in Innovator US Equity Power Buffer ETF October in Q4 2025 and has held it in 2 quarters since.
Stone House Investment Management's Innovator US Equity Power Buffer ETF October position peaked at $71.3K in Q4 2025.
253 funds tracked by Wall St. Rank held Innovator US Equity Power Buffer ETF October as of Q1 2026.

Based on Stone House Investment Management's 13F filing for Q1 2026, filed 22 Apr 2026.