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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
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
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
Cerity Partners
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
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $89.9B AUM 20.5% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Straight Path Wealth Management's POCT Position: Q1 2026 in Review

Straight Path Wealth Management increased its Innovator US Equity Power Buffer ETF October (POCT) stake by 6.3% in Q1 2026, buying an estimated $16.3K and bringing the position to 6,265 shares worth $270K. The position accounts for 0.07% of the portfolio, ranked #103.

Straight Path Wealth Management first reported a position in POCT in Q2 2025 and has held it in 4 quarters since. 253 funds tracked by Wall St. Rank hold POCT as of Q1 2026.

  • Straight Path Wealth Management held 6,265 shares of Innovator US Equity Power Buffer ETF October worth $270K as of Q1 2026.
  • Straight Path Wealth Management bought 372 Innovator US Equity Power Buffer ETF October shares in Q1 2026, an estimated $16.3K.
  • Innovator US Equity Power Buffer ETF October made up 0.07% of Straight Path Wealth Management's portfolio in Q1 2026, its #103 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 4 quarters since.
  • 253 funds tracked by Wall St. Rank held Innovator US Equity Power Buffer ETF October as of Q1 2026.

Based on Straight Path Wealth Management's 13F filing for Q1 2026, filed 23 Apr 2026.