Summit Wealth Partners’s Innovator US Equity Power Buffer ETF October POCT Stock Holding History

Summit Wealth Partners’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 Q3	–	Sell	-8,610	Closed	-$356K	–	218
2025 Q2	$356K	Hold	8,610	–	–	0.07%	163
2025 Q1	$334K	Sell	8,610 -1,486	-15%	-$59K	0.07%	163
2024 Q4	$399K	Sell	10,096 -1,336	-12%	-$52.7K	0.08%	142
2024 Q3	$445K	Buy	+11,432	New	+$441K	0.09%	146
2024 Q2	–	Sell	-6,552	Closed	-$246K	–	233
2024 Q1	$246K	Sell	6,552 -2,709	-29%	-$99.8K	0.05%	202
2023 Q4	$335K	Buy	+9,261	New	+$323K	0.08%	150
2023 Q1	–	Sell	-12,921	Closed	-$389K	–	190
2022 Q4	$389K	Buy	+12,921	New	+$384K	0.1%	123

Other funds holding POCT

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

SPIA

Steward Partners Investment Advisory New York $19.6B AUM 29.84% 1-Year Est. Return

PCM

Penserra Capital Management Orinda, California $13B AUM 71.84% 1-Year Est. Return

Cerity Partners New York $82.7B AUM 28.53% 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

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 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

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

Summit Wealth Partners's POCT Position: Q3 2025 in Review

Summit Wealth Partners sold out of Innovator US Equity Power Buffer ETF October (POCT) in Q3 2025, closing a stake of 8,610 shares — an estimated $356K sold.

Summit Wealth Partners first reported a position in POCT in Q4 2022 and held it in 7 quarters. The position peaked at $445K in Q3 2024. 203 funds tracked by Wall St. Rank hold POCT as of Q3 2025.

Summit Wealth Partners reported no remaining Innovator US Equity Power Buffer ETF October position as of Q3 2025 after selling out during the quarter.
Summit Wealth Partners sold 8,610 Innovator US Equity Power Buffer ETF October shares in Q3 2025, an estimated $356K.
Summit Wealth Partners first reported a position in Innovator US Equity Power Buffer ETF October in Q4 2022 and held it in 7 quarters.
Summit Wealth Partners's Innovator US Equity Power Buffer ETF October position peaked at $445K in Q3 2024.
203 funds tracked by Wall St. Rank held Innovator US Equity Power Buffer ETF October as of Q3 2025.

Based on Summit Wealth Partners's 13F filing for Q3 2025, filed 21 Oct 2025.