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

Triad 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
2026 Q1	$6.32M	Buy	146,583 +30,655	+26%	+$1.35M	0.5%	44
2025 Q4	$5.09M	Buy	115,928 +20,501	+21%	+$890K	0.48%	51
2025 Q3	$4.11M	Buy	95,427 +39,460	+71%	+$1.67M	0.53%	40
2025 Q2	$2.31M	Buy	55,967 +26,585	+90%	+$1.05M	0.47%	47
2025 Q1	$1.14M	Buy	29,382 +16,402	+126%	+$651K	0.35%	51
2024 Q4	$514K	Buy	+12,980	New	+$512K	0.19%	87

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 $79.5B AUM 27.1% 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

Triad Wealth Partners's POCT Position: Q1 2026 in Review

Triad Wealth Partners increased its Innovator US Equity Power Buffer ETF October (POCT) stake by 26% in Q1 2026, buying an estimated $1.35M and bringing the position to 146,583 shares worth $6.32M. The position accounts for 0.5% of the portfolio, ranked #44.

Triad Wealth Partners first reported a position in POCT in Q4 2024 and has held it in 6 quarters since. 253 funds tracked by Wall St. Rank hold POCT as of Q1 2026.

Triad Wealth Partners held 146,583 shares of Innovator US Equity Power Buffer ETF October worth $6.32M as of Q1 2026.
Triad Wealth Partners bought 30,655 Innovator US Equity Power Buffer ETF October shares in Q1 2026, an estimated $1.35M.
Innovator US Equity Power Buffer ETF October made up 0.5% of Triad Wealth Partners's portfolio in Q1 2026, its #44 holding.
Triad Wealth Partners first reported a position in Innovator US Equity Power Buffer ETF October in Q4 2024 and has held it in 6 quarters since.
253 funds tracked by Wall St. Rank held Innovator US Equity Power Buffer ETF October as of Q1 2026.

Based on Triad Wealth Partners's 13F filing for Q1 2026, filed 16 Apr 2026.