WealthPlan Investment Management’s Innovator US Equity Power Buffer ETF October POCT Stock Holding History

WealthPlan Investment 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 Q2	$1.18M	Buy	25,441 +967	+4%	+$44K	0.06%	216
2026 Q1	$1.06M	Buy	24,474 +1,065	+5%	+$46.7K	0.06%	212
2025 Q4	$1.03M	Buy	+23,409	New	+$1.02M	0.07%	199
2023 Q2	–	Sell	-938	Closed	-$29.7K	–	444
2023 Q1	$29.7K	Buy	+938	New	+$29.1K	0.01%	277

Other funds holding POCT

KAS

Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return

CoreCap Advisors Southfield, Michigan $3.39B AUM 31.21% 1-Year Est. Return

AFA

AA Financial Advisors Columbus, Ohio $832M AUM 20.55% 1-Year Est. Return

BCM

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

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

CAC

Certified Advisory Corp Altamonte Springs, Florida $1.24B AUM 21.71% 1-Year Est. Return

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

Cambridge Investment Research Advisors Fairfield, Iowa $43.3B AUM 29.3% 1-Year Est. Return

SEP

Southland Equity Partners Wildwood, Missouri $571M AUM 22.77% 1-Year Est. Return

CFS

CRA Financial Services Northfield, New Jersey $868M AUM 25.66% 1-Year Est. Return

WealthPlan Investment Management's POCT Position: Q2 2026 in Review

WealthPlan Investment Management increased its Innovator US Equity Power Buffer ETF October (POCT) stake by 4% in Q2 2026, buying an estimated $44K and bringing the position to 25,441 shares worth $1.18M. The position accounts for 0.06% of the portfolio, ranked #216.

WealthPlan Investment Management first reported a position in POCT in Q1 2023 and has held it in 4 quarters since. 91 funds tracked by Wall St. Rank hold POCT as of Q2 2026.

WealthPlan Investment Management held 25,441 shares of Innovator US Equity Power Buffer ETF October worth $1.18M as of Q2 2026.
WealthPlan Investment Management bought 967 Innovator US Equity Power Buffer ETF October shares in Q2 2026, an estimated $44K.
Innovator US Equity Power Buffer ETF October made up 0.06% of WealthPlan Investment Management's portfolio in Q2 2026, its #216 holding.
WealthPlan Investment Management first reported a position in Innovator US Equity Power Buffer ETF October in Q1 2023 and has held it in 4 quarters since.
91 funds tracked by Wall St. Rank held Innovator US Equity Power Buffer ETF October as of Q2 2026.

Based on WealthPlan Investment Management's 13F filing for Q2 2026, filed 28 Jul 2026.