SWP
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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

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