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

Tradition 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 Q1	$1.41M	Sell	32,732 -15,090	-32%	-$662K	0.1%	172
2025 Q4	$2.1M	Sell	47,822 -3,427	-7%	-$149K	0.15%	134
2025 Q3	$2.21M	Sell	51,249 -2,932	-5%	-$124K	0.16%	123
2025 Q2	$2.24M	Sell	54,181 -2,400	-4%	-$94.6K	0.18%	114
2025 Q1	$2.2M	Sell	56,581 -1,050	-2%	-$41.7K	0.19%	102
2024 Q4	$2.28M	Buy	57,631 +51,055	+776%	+$2.01M	0.2%	100
2024 Q3	$256K	Hold	6,576	–	–	0.02%	352
2024 Q2	$252K	Hold	6,576	–	–	0.02%	339
2024 Q1	$247K	Buy	+6,576	New	+$242K	0.03%	336
2021 Q3	–	Sell	-70,381	Closed	-$2.05M	–	1207
2021 Q2	$2.05M	Sell	70,381 -63,118	-47%	-$1.82M	0.31%	82
2021 Q1	$3.81M	Sell	133,499 -42,700	-24%	-$1.2M	0.66%	46
2020 Q4	$4.9M	Buy	+176,199	New	+$4.78M	0.95%	28

Other funds holding POCT

AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

Cerity Partners New York $70.8B AUM 21.68% 1-Year Est. Return

PCM

Penserra Capital Management Orinda, California $8.52B AUM 37.76% 1-Year Est. Return

BCM

Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

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

Focus Partners Wealth Boston, Massachusetts $89.9B AUM 20.5% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Tradition Wealth Management's POCT Position: Q1 2026 in Review

Tradition Wealth Management reduced its Innovator US Equity Power Buffer ETF October (POCT) stake by 32% in Q1 2026, selling an estimated $662K and leaving 32,732 shares worth $1.41M. The position accounts for 0.1% of the portfolio, ranked #172.

Tradition Wealth Management first reported a position in POCT in Q4 2020 and has held it in 12 quarters since. The position peaked at $4.9M in Q4 2020. 253 funds tracked by Wall St. Rank hold POCT as of Q1 2026.

Tradition Wealth Management held 32,732 shares of Innovator US Equity Power Buffer ETF October worth $1.41M as of Q1 2026.
Tradition Wealth Management sold 15,090 Innovator US Equity Power Buffer ETF October shares in Q1 2026, an estimated $662K.
Innovator US Equity Power Buffer ETF October made up 0.1% of Tradition Wealth Management's portfolio in Q1 2026, its #172 holding.
Tradition Wealth Management first reported a position in Innovator US Equity Power Buffer ETF October in Q4 2020 and has held it in 12 quarters since.
Tradition Wealth Management's Innovator US Equity Power Buffer ETF October position peaked at $4.9M in Q4 2020.
253 funds tracked by Wall St. Rank held Innovator US Equity Power Buffer ETF October as of Q1 2026.

Based on Tradition Wealth Management's 13F filing for Q1 2026, filed 15 May 2026.