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

Straight Path 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	$313K	Buy	6,738 +473	+8%	+$21.5K	0.07%	100
2026 Q1	$270K	Buy	6,265 +372	+6%	+$16.3K	0.07%	103
2025 Q4	$259K	Buy	5,893 +147	+3%	+$6.38K	0.07%	106
2025 Q3	$248K	Buy	5,746 +528	+10%	+$22.3K	0.07%	119
2025 Q2	$216K	Buy	+5,218	New	+$206K	0.07%	107

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

Straight Path Wealth Management's POCT Position: Q2 2026 in Review

Straight Path Wealth Management increased its Innovator US Equity Power Buffer ETF October (POCT) stake by 7.5% in Q2 2026, buying an estimated $21.5K and bringing the position to 6,738 shares worth $313K. The position accounts for 0.07% of the portfolio, ranked #100.

Straight Path Wealth Management first reported a position in POCT in Q2 2025 and has held it in 5 quarters since. 254 funds tracked by Wall St. Rank hold POCT as of Q2 2026.

Straight Path Wealth Management held 6,738 shares of Innovator US Equity Power Buffer ETF October worth $313K as of Q2 2026.
Straight Path Wealth Management bought 473 Innovator US Equity Power Buffer ETF October shares in Q2 2026, an estimated $21.5K.
Innovator US Equity Power Buffer ETF October made up 0.07% of Straight Path Wealth Management's portfolio in Q2 2026, its #100 holding.
Straight Path Wealth Management first reported a position in Innovator US Equity Power Buffer ETF October in Q2 2025 and has held it in 5 quarters since.
254 funds tracked by Wall St. Rank held Innovator US Equity Power Buffer ETF October as of Q2 2026.

Based on Straight Path Wealth Management's 13F filing for Q2 2026, filed 27 Jul 2026.