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Todd Wealth Management’s Innovator US Equity Power Buffer ETF October POCT Stock Holding History

Todd 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
Q3 		$275K Buy
5,741
+200
+4% +$9.42K 0.21% 90
2026
Q2 		$257K Hold
5,541
– – 0.19% 91
2026
Q1 		$239K Buy
5,541
+34
+0.6% +$1.49K 0.22% 90
2025
Q4 		$242K Buy
+5,507
New +$239K 0.22% 83

Other funds holding POCT

Kestra Advisory Services
Kestra Advisory Services Austin, Texas $35.1B AUM 20.13% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return
CoreCap Advisors
CoreCap Advisors Southfield, Michigan $3.48B AUM 21.43% 1-Year Est. Return
AA Financial Advisors
AA Financial Advisors Columbus, Ohio $840M AUM 11.98% 1-Year Est. Return
Triad Wealth Partners
Triad Wealth Partners Lawrence, Kansas $1.81B AUM 14.65% 1-Year Est. Return
Cornerstone Wealth
Cornerstone Wealth Greeneville, Tennessee $209M AUM
US Bancorp
US Bancorp Minneapolis, Minnesota $92B AUM 22.91% 1-Year Est. Return
Brookstone Capital Management
Brookstone Capital Management Wheaton, Illinois $10.1B AUM 17.94% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Todd Wealth Management's POCT Position: Q3 2026 in Review

Todd Wealth Management increased its Innovator US Equity Power Buffer ETF October (POCT) stake by 3.6% in Q3 2026, buying an estimated $9.42K and bringing the position to 5,741 shares worth $275K. The position accounts for 0.21% of the portfolio, ranked #90.

Todd Wealth Management first reported a position in POCT in Q4 2025 and has held it in 4 quarters since. 152 funds tracked by Wall St. Rank hold POCT as of Q3 2026.

  • Todd Wealth Management held 5,741 shares of Innovator US Equity Power Buffer ETF October worth $275K as of Q3 2026.
  • Todd Wealth Management bought 200 Innovator US Equity Power Buffer ETF October shares in Q3 2026, an estimated $9.42K.
  • Innovator US Equity Power Buffer ETF October made up 0.21% of Todd Wealth Management's portfolio in Q3 2026, its #90 holding.
  • Todd Wealth Management first reported a position in Innovator US Equity Power Buffer ETF October in Q4 2025 and has held it in 4 quarters since.
  • 152 funds tracked by Wall St. Rank held Innovator US Equity Power Buffer ETF October as of Q3 2026.

Based on Todd Wealth Management's 13F filing for Q3 2026, filed 19 Oct 2026.