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

WealthPLAN 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 Q2	$1.23M	Buy	26,516 +23	+0.1%	+$1.05K	0.24%	91
2026 Q1	$1.14M	Buy	26,493 +1,952	+8%	+$85.7K	0.22%	108
2025 Q4	$1.08M	Buy	24,541 +9,877	+67%	+$429K	0.16%	125
2025 Q3	$632K	Hold	14,664	–	–	0.09%	157
2025 Q2	$606K	Hold	14,664	–	–	0.1%	158
2025 Q1	$570K	Sell	14,664 -152	-1%	-$6.04K	0.08%	160
2024 Q4	$586K	Buy	+14,816	New	+$584K	0.08%	159
2023 Q3	–	Sell	-325	Closed	-$10.9K	–	916
2023 Q2	$10.9K	Hold	325	–	–	﹤0.01%	782
2023 Q1	$10.3K	Buy	+325	New	+$10.1K	﹤0.01%	852
2021 Q1	–	Sell	-47,795	Closed	-$1.34M	–	347
2020 Q4	$1.34M	Hold	47,795	–	–	0.11%	117
2020 Q3	$1.3M	Sell	47,795 -13,729	-22%	-$356K	0.13%	107
2020 Q2	$1.6M	Sell	61,524 -638,049	-91%	-$15.5M	0.17%	97
2020 Q1	$16.9M	Buy	699,573 +657,818	+1,575%	+$16.1M	2.19%	10
2019 Q4	$1.07M	Hold	41,755	–	–	0.13%	104
2019 Q3	$1.06M	Hold	41,755	–	–	0.14%	104
2019 Q2	$1.04M	Hold	41,755	–	–	0.16%	101
2019 Q1	$1.03M	Hold	41,755	–	–	0.16%	100
2018 Q4	$1.01M	Buy	+41,755	New	+$990K	0.16%	99

Other funds holding POCT

AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return

PCM

Penserra Capital Management Orinda, California $13B AUM 71.84% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Cerity Partners New York $82.7B AUM 28.53% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

KAS

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

Focus Partners Wealth Boston, Massachusetts $97.6B AUM 29.43% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

WealthPLAN Partners's POCT Position: Q2 2026 in Review

WealthPLAN Partners increased its Innovator US Equity Power Buffer ETF October (POCT) stake by 0.09% in Q2 2026, buying an estimated $1.05K and bringing the position to 26,516 shares worth $1.23M. The position accounts for 0.24% of the portfolio, ranked #91.

WealthPLAN Partners first reported a position in POCT in Q4 2018 and has held it in 18 quarters since. The position peaked at $16.9M in Q1 2020. 251 funds tracked by Wall St. Rank hold POCT as of Q2 2026.

WealthPLAN Partners held 26,516 shares of Innovator US Equity Power Buffer ETF October worth $1.23M as of Q2 2026.
WealthPLAN Partners bought 23 Innovator US Equity Power Buffer ETF October shares in Q2 2026, an estimated $1.05K.
Innovator US Equity Power Buffer ETF October made up 0.24% of WealthPLAN Partners's portfolio in Q2 2026, its #91 holding.
WealthPLAN Partners first reported a position in Innovator US Equity Power Buffer ETF October in Q4 2018 and has held it in 18 quarters since.
WealthPLAN Partners's Innovator US Equity Power Buffer ETF October position peaked at $16.9M in Q1 2020.
251 funds tracked by Wall St. Rank held Innovator US Equity Power Buffer ETF October as of Q2 2026.

Based on WealthPLAN Partners's 13F filing for Q2 2026, filed 28 Jul 2026.