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

Wealth Alliance’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	$3.23M	Hold	74,988	–	–	0.32%	66
2025 Q4	$3.29M	Buy	74,988 +2,084	+3%	+$90.5K	0.32%	57
2025 Q3	$3.14M	Hold	72,904	–	–	0.32%	60
2025 Q2	$3.01M	Hold	72,904	–	–	0.34%	57
2025 Q1	$2.83M	Hold	72,904	–	–	0.34%	60
2024 Q4	$2.88M	Buy	72,904 +13,388	+22%	+$528K	0.34%	53
2024 Q3	$2.32M	Hold	59,516	–	–	0.28%	66
2024 Q2	$2.28M	Hold	59,516	–	–	0.29%	61
2024 Q1	$2.23M	Hold	59,516	–	–	0.29%	64
2023 Q4	$2.15M	Hold	59,516	–	–	0.3%	61
2023 Q3	$2.02M	Buy	59,516 +5,885	+11%	+$199K	0.32%	59
2023 Q2	$1.8M	Hold	53,631	–	–	0.27%	77
2023 Q1	$1.7M	Hold	53,631	–	–	0.27%	77
2022 Q4	$1.61M	Buy	53,631 +35,591	+197%	+$1.06M	0.29%	73
2022 Q3	$516K	Buy	+18,040	New	+$522K	0.1%	208

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

Wealth Alliance's POCT Position: Q1 2026 in Review

Wealth Alliance held its Innovator US Equity Power Buffer ETF October (POCT) position steady in Q1 2026 at 74,988 shares worth $3.23M. The position accounts for 0.32% of the portfolio, ranked #66.

Wealth Alliance first reported a position in POCT in Q3 2022 and has held it in 15 quarters since. The position peaked at $3.29M in Q4 2025. 253 funds tracked by Wall St. Rank hold POCT as of Q1 2026.

Wealth Alliance held 74,988 shares of Innovator US Equity Power Buffer ETF October worth $3.23M as of Q1 2026.
Wealth Alliance left its Innovator US Equity Power Buffer ETF October share count unchanged in Q1 2026.
Innovator US Equity Power Buffer ETF October made up 0.32% of Wealth Alliance's portfolio in Q1 2026, its #66 holding.
Wealth Alliance first reported a position in Innovator US Equity Power Buffer ETF October in Q3 2022 and has held it in 15 quarters since.
Wealth Alliance's Innovator US Equity Power Buffer ETF October position peaked at $3.29M in Q4 2025.
253 funds tracked by Wall St. Rank held Innovator US Equity Power Buffer ETF October as of Q1 2026.

Based on Wealth Alliance's 13F filing for Q1 2026, filed 14 May 2026.