U.S. Capital Wealth Advisors’s Innovator US Equity Power Buffer ETF October POCT Stock Holding History

U.S. Capital Wealth Advisors’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	$1.56M	Sell	36,280 -4,372	-11%	-$192K	0.04%	401
2025 Q4	$1.79M	Buy	40,652 +13,581	+50%	+$590K	0.05%	362
2025 Q3	$1.17M	Sell	27,071 -547	-2%	-$23.1K	0.03%	444
2025 Q2	$1.14M	Sell	27,618 -1,978	-7%	-$78K	0.03%	402
2025 Q1	$1.15M	Buy	29,596 +1,568	+6%	+$62.3K	0.04%	395
2024 Q4	$1.11M	Buy	28,028 +8,536	+44%	+$337K	0.03%	405
2024 Q3	$759K	Buy	19,492 +287	+1%	+$11.1K	0.03%	390
2024 Q2	$735K	Sell	19,205 -3,156	-14%	-$119K	0.03%	384
2024 Q1	$838K	Sell	22,361 -3,870	-15%	-$143K	0.03%	372
2023 Q4	$947K	Sell	26,231 -2,697	-9%	-$94K	0.04%	342
2023 Q3	$982K	Sell	28,928 -26,418	-48%	-$892K	0.04%	319
2023 Q2	$1.85M	Sell	55,346 -13,338	-19%	-$431K	0.09%	222
2023 Q1	$2.17M	Buy	68,684 +27,826	+68%	+$863K	0.1%	191
2022 Q4	$1.23M	Buy	+40,858	New	+$1.22M	0.06%	293

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 $424B AUM 22.96% 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

U.S. Capital Wealth Advisors's POCT Position: Q1 2026 in Review

U.S. Capital Wealth Advisors reduced its Innovator US Equity Power Buffer ETF October (POCT) stake by 11% in Q1 2026, selling an estimated $192K and leaving 36,280 shares worth $1.56M. The position accounts for 0.04% of the portfolio, ranked #401.

U.S. Capital Wealth Advisors first reported a position in POCT in Q4 2022 and has held it in 14 quarters since. The position peaked at $2.17M in Q1 2023. 253 funds tracked by Wall St. Rank hold POCT as of Q1 2026.

U.S. Capital Wealth Advisors held 36,280 shares of Innovator US Equity Power Buffer ETF October worth $1.56M as of Q1 2026.
U.S. Capital Wealth Advisors sold 4,372 Innovator US Equity Power Buffer ETF October shares in Q1 2026, an estimated $192K.
Innovator US Equity Power Buffer ETF October made up 0.04% of U.S. Capital Wealth Advisors's portfolio in Q1 2026, its #401 holding.
U.S. Capital Wealth Advisors first reported a position in Innovator US Equity Power Buffer ETF October in Q4 2022 and has held it in 14 quarters since.
U.S. Capital Wealth Advisors's Innovator US Equity Power Buffer ETF October position peaked at $2.17M in Q1 2023.
253 funds tracked by Wall St. Rank held Innovator US Equity Power Buffer ETF October as of Q1 2026.

Based on U.S. Capital Wealth Advisors's 13F filing for Q1 2026, filed 7 Apr 2026.