Weaver Consulting Group’s Innovator US Equity Power Buffer ETF October POCT Stock Holding History

Weaver Consulting Group’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	$897K	Buy	18,736 +1,923	+11%	+$90.6K	0.17%	115
2026 Q2	$780K	Sell	16,813 -924	-5%	-$42.1K	0.16%	119
2026 Q1	$765K	Sell	17,737 -1,078	-6%	-$47.3K	0.18%	106
2025 Q4	$826K	Buy	18,815 +1,549	+9%	+$67.2K	0.2%	97
2025 Q3	$744K	Hold	17,266	–	–	0.19%	99
2025 Q2	$713K	Hold	17,266	–	–	0.2%	96
2025 Q1	$671K	Buy	17,266 +2,943	+21%	+$117K	0.2%	90
2024 Q4	$567K	Buy	14,323 +5,605	+64%	+$221K	0.17%	104
2024 Q3	$340K	Hold	8,718	–	–	0.11%	149
2024 Q2	$334K	Sell	8,718 -450	-5%	-$17K	0.12%	141
2024 Q1	$344K	Hold	9,168	–	–	0.13%	140
2023 Q4	$331K	Buy	+9,168	New	+$319K	0.13%	131
2023 Q2	–	Sell	-9,083	Closed	-$287K	–	192
2023 Q1	$287K	Sell	9,083 -2,426	-21%	-$75.2K	0.13%	140
2022 Q4	$346K	Buy	11,509 +1,334	+13%	+$39.7K	0.18%	113
2022 Q3	$291K	Hold	10,175	–	–	0.17%	120
2022 Q2	$286K	Sell	10,175 -505	-5%	-$14.6K	0.16%	127
2022 Q1	$323K	Buy	10,680 +505	+5%	+$15.1K	0.16%	126
2021 Q4	$310K	Sell	10,175 -210	-2%	-$6.31K	0.15%	125
2021 Q3	$305K	Sell	10,385 -2,000	-16%	-$58.4K	0.17%	114
2021 Q2	$361K	Hold	12,385	–	–	0.2%	98
2021 Q1	$353K	Sell	12,385 -7,102	-36%	-$199K	0.22%	88
2020 Q4	$542K	Hold	19,487	–	–	0.34%	60
2020 Q3	$515K	Sell	19,487 -54,649	-74%	-$1.42M	0.3%	60
2020 Q2	$1.87M	Hold	74,136	–	–	1.09%	21
2020 Q1	$1.67M	Buy	74,136 +23	+0%	+$562	1.09%	22
2019 Q4	$1.84M	Sell	74,113 -10,308	-12%	-$258K	0.99%	27
2019 Q3	$2.14M	Buy	84,421 +1,000	+1%	+$25K	1.14%	20
2019 Q2	$2.09M	Buy	83,421 +29,612	+55%	+$733K	1.14%	18
2019 Q1	$1.33M	Buy	+53,809	New	+$1.29M	0.38%	50

Other funds holding POCT

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

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

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

SEP

Southland Equity Partners Wildwood, Missouri $583M AUM 16.78% 1-Year Est. Return

CRA Financial Services Northfield, New Jersey $904M AUM 20.1% 1-Year Est. Return

KFG Wealth Management Granger, Indiana $922M AUM 10.87% 1-Year Est. Return

BWS

BFI Wealth Solutions Dallas, Texas $146M AUM 11.97% 1-Year Est. Return

JTBR

James T. Borello RIA East Dundee, Illinois $482M AUM 14.29% 1-Year Est. Return

Weaver Consulting Group's POCT Position: Q3 2026 in Review

Weaver Consulting Group increased its Innovator US Equity Power Buffer ETF October (POCT) stake by 11% in Q3 2026, buying an estimated $90.6K and bringing the position to 18,736 shares worth $897K. The position accounts for 0.17% of the portfolio, ranked #115.

Weaver Consulting Group first reported a position in POCT in Q1 2019 and has held it in 29 quarters since. The position peaked at $2.14M in Q3 2019. 64 funds tracked by Wall St. Rank hold POCT as of Q3 2026.

Weaver Consulting Group held 18,736 shares of Innovator US Equity Power Buffer ETF October worth $897K as of Q3 2026.
Weaver Consulting Group bought 1,923 Innovator US Equity Power Buffer ETF October shares in Q3 2026, an estimated $90.6K.
Innovator US Equity Power Buffer ETF October made up 0.17% of Weaver Consulting Group's portfolio in Q3 2026, its #115 holding.
Weaver Consulting Group first reported a position in Innovator US Equity Power Buffer ETF October in Q1 2019 and has held it in 29 quarters since.
Weaver Consulting Group's Innovator US Equity Power Buffer ETF October position peaked at $2.14M in Q3 2019.
64 funds tracked by Wall St. Rank held Innovator US Equity Power Buffer ETF October as of Q3 2026.

Based on Weaver Consulting Group's 13F filing for Q3 2026, filed 7 Oct 2026.