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 Q3	$9.02M	Buy	188,366 +35,392	+23%	+$1.67M	0.5%	33
2026 Q2	$7.18M	Buy	152,974 +6,391	+4%	+$291K	0.42%	42
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

Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return

CoreCap Advisors Southfield, Michigan $3.48B AUM 21.43% 1-Year Est. Return

AA Financial Advisors Columbus, Ohio $840M AUM 11.98% 1-Year Est. Return

Cornerstone Wealth Greeneville, Tennessee $209M AUM

Brookstone Capital Management Wheaton, Illinois $10.1B AUM 17.94% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Forvis Mazars Wealth Advisors Springfield, Missouri $6.09B AUM 14.51% 1-Year Est. Return

Certified Advisory Corp Altamonte Springs, Florida $1.2B AUM 14.78% 1-Year Est. Return

Signal Advisors Wealth Detroit, Michigan $2.27B AUM 16.1% 1-Year Est. Return

Trek Financial Scottsdale, Arizona $2.16B AUM 42.56% 1-Year Est. Return

Triad Wealth Partners's POCT Position: Q3 2026 in Review

Triad Wealth Partners increased its Innovator US Equity Power Buffer ETF October (POCT) stake by 23% in Q3 2026, buying an estimated $1.67M and bringing the position to 188,366 shares worth $9.02M. The position accounts for 0.5% of the portfolio, ranked #33.

Triad Wealth Partners first reported a position in POCT in Q4 2024 and has held it in 8 quarters since. 125 funds tracked by Wall St. Rank hold POCT as of Q3 2026.

Triad Wealth Partners held 188,366 shares of Innovator US Equity Power Buffer ETF October worth $9.02M as of Q3 2026.
Triad Wealth Partners bought 35,392 Innovator US Equity Power Buffer ETF October shares in Q3 2026, an estimated $1.67M.
Innovator US Equity Power Buffer ETF October made up 0.5% of Triad Wealth Partners's portfolio in Q3 2026, its #33 holding.
Triad Wealth Partners first reported a position in Innovator US Equity Power Buffer ETF October in Q4 2024 and has held it in 8 quarters since.
125 funds tracked by Wall St. Rank held Innovator US Equity Power Buffer ETF October as of Q3 2026.

Based on Triad Wealth Partners's 13F filing for Q3 2026, filed 26 Oct 2026.