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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
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

AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
Cerity Partners
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
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $89.9B AUM 20.5% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Weaver Consulting Group's POCT Position: Q1 2026 in Review

Weaver Consulting Group reduced its Innovator US Equity Power Buffer ETF October (POCT) stake by 5.7% in Q1 2026, selling an estimated $47.3K and leaving 17,737 shares worth $765K. The position accounts for 0.18% of the portfolio, ranked #106.

Weaver Consulting Group first reported a position in POCT in Q1 2019 and has held it in 27 quarters since. The position peaked at $2.14M in Q3 2019. 253 funds tracked by Wall St. Rank hold POCT as of Q1 2026.

  • Weaver Consulting Group held 17,737 shares of Innovator US Equity Power Buffer ETF October worth $765K as of Q1 2026.
  • Weaver Consulting Group sold 1,078 Innovator US Equity Power Buffer ETF October shares in Q1 2026, an estimated $47.3K.
  • Innovator US Equity Power Buffer ETF October made up 0.18% of Weaver Consulting Group's portfolio in Q1 2026, its #106 holding.
  • Weaver Consulting Group first reported a position in Innovator US Equity Power Buffer ETF October in Q1 2019 and has held it in 27 quarters since.
  • Weaver Consulting Group's Innovator US Equity Power Buffer ETF October position peaked at $2.14M in Q3 2019.
  • 253 funds tracked by Wall St. Rank held Innovator US Equity Power Buffer ETF October as of Q1 2026.

Based on Weaver Consulting Group's 13F filing for Q1 2026, filed 15 May 2026.