Stuart Chaussee & Associates’s Innovator US Equity Power Buffer ETF October POCT Stock Holding History

Stuart Chaussee & Associates’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
2025 Q4	–	Sell	-610	Closed	-$26.3K	–	116
2025 Q3	$26.3K	Hold	610	–	–	0.01%	117
2025 Q2	$25.2K	Sell	610 -95,855	-99%	-$3.78M	0.01%	117
2025 Q1	$3.75M	Sell	96,465 -7,540	-7%	-$299K	0.93%	11
2024 Q4	$4.12M	Buy	104,005 +6,240	+6%	+$246K	1.02%	10
2024 Q3	$3.81M	Sell	97,765 -1,681	-2%	-$64.9K	1%	9
2024 Q2	$3.81M	Sell	99,446 -2,508,089	-96%	-$94.7M	1.05%	9
2024 Q1	$97.8M	Sell	2,607,535 -15,556	-0.6%	-$573K	28.11%	2
2023 Q4	$94.7M	Buy	+2,623,091	New	+$91.4M	27.65%	2

Other funds holding POCT

AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return

Cerity Partners New York $82.7B AUM 28.53% 1-Year Est. Return

Penserra Capital Management Orinda, California $13B AUM 71.83% 1-Year Est. Return

Brookstone Capital Management Wheaton, Illinois $10.1B AUM 17.94% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Allworth Financial Folsom, California $23.6B AUM 20.99% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return

Focus Partners Wealth Boston, Massachusetts $97.6B AUM 29.43% 1-Year Est. Return

Stuart Chaussee & Associates's POCT Position: Q4 2025 in Review

Stuart Chaussee & Associates sold out of Innovator US Equity Power Buffer ETF October (POCT) in Q4 2025, closing a stake of 610 shares — an estimated $26.3K sold.

Stuart Chaussee & Associates first reported a position in POCT in Q4 2023 and held it in 8 quarters. The position peaked at $97.8M in Q1 2024. 255 funds tracked by Wall St. Rank hold POCT as of Q4 2025.

Stuart Chaussee & Associates reported no remaining Innovator US Equity Power Buffer ETF October position as of Q4 2025 after selling out during the quarter.
Stuart Chaussee & Associates sold 610 Innovator US Equity Power Buffer ETF October shares in Q4 2025, an estimated $26.3K.
Stuart Chaussee & Associates first reported a position in Innovator US Equity Power Buffer ETF October in Q4 2023 and held it in 8 quarters.
Stuart Chaussee & Associates's Innovator US Equity Power Buffer ETF October position peaked at $97.8M in Q1 2024.
255 funds tracked by Wall St. Rank held Innovator US Equity Power Buffer ETF October as of Q4 2025.

Based on Stuart Chaussee & Associates's 13F filing for Q4 2025.