Sugar Maple Asset Management’s Innovator US Equity Power Buffer ETF October POCT Stock Holding History

Sugar Maple Asset 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	$997K	Sell	21,482 -3,890	-15%	-$177K	0.64%	36
2026 Q1	$1.09M	Hold	25,372	–	–	0.66%	33
2025 Q4	$1.11M	Hold	25,372	–	–	0.75%	30
2025 Q3	$1.09M	Sell	25,372 -2,671	-10%	-$113K	0.78%	30
2025 Q2	$1.16M	Sell	28,043 -1,375	-5%	-$54.2K	0.9%	28
2025 Q1	$1.14M	Sell	29,418 -5,125	-15%	-$204K	0.9%	24
2024 Q4	$1.37M	Sell	34,543 -817	-2%	-$32.2K	1.04%	20
2024 Q3	$1.38M	Sell	35,360 -67,773	-66%	-$2.62M	1.2%	16
2024 Q2	$3.95M	Buy	103,133 +6,632	+7%	+$250K	3.82%	9
2024 Q1	$3.62M	Buy	+96,501	New	+$3.55M	3.49%	9

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

Sugar Maple Asset Management's POCT Position: Q2 2026 in Review

Sugar Maple Asset Management reduced its Innovator US Equity Power Buffer ETF October (POCT) stake by 15% in Q2 2026, selling an estimated $177K and leaving 21,482 shares worth $997K. The position accounts for 0.64% of the portfolio, ranked #36.

Sugar Maple Asset Management first reported a position in POCT in Q1 2024 and has held it in 10 quarters since. The position peaked at $3.95M in Q2 2024. 251 funds tracked by Wall St. Rank hold POCT as of Q2 2026.

Sugar Maple Asset Management held 21,482 shares of Innovator US Equity Power Buffer ETF October worth $997K as of Q2 2026.
Sugar Maple Asset Management sold 3,890 Innovator US Equity Power Buffer ETF October shares in Q2 2026, an estimated $177K.
Innovator US Equity Power Buffer ETF October made up 0.64% of Sugar Maple Asset Management's portfolio in Q2 2026, its #36 holding.
Sugar Maple Asset Management first reported a position in Innovator US Equity Power Buffer ETF October in Q1 2024 and has held it in 10 quarters since.
Sugar Maple Asset Management's Innovator US Equity Power Buffer ETF October position peaked at $3.95M in Q2 2024.
251 funds tracked by Wall St. Rank held Innovator US Equity Power Buffer ETF October as of Q2 2026.

Based on Sugar Maple Asset Management's 13F filing for Q2 2026, filed 28 Jul 2026.