Wood Tarver Financial Group’s Innovator US Equity Power Buffer ETF October POCT Stock Holding History

Wood Tarver Financial 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 Q2	$933K	Sell	20,116 -65	-0.3%	-$2.96K	0.22%	68
2026 Q1	$870K	Sell	20,181 -115	-0.6%	-$5.05K	0.24%	63
2025 Q4	$891K	Buy	20,296 +1,927	+10%	+$83.7K	0.25%	60
2025 Q3	$791K	Sell	18,369 -213	-1%	-$9K	0.23%	67
2025 Q2	$767K	Buy	18,582 +3,207	+21%	+$126K	0.23%	62
2025 Q1	$597K	Buy	15,375 +849	+6%	+$33.7K	0.19%	69
2024 Q4	$574K	Buy	+14,526	New	+$573K	0.19%	69

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 22.9% 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

Wood Tarver Financial Group's POCT Position: Q2 2026 in Review

Wood Tarver Financial Group reduced its Innovator US Equity Power Buffer ETF October (POCT) stake by 0.32% in Q2 2026, selling an estimated $2.96K and leaving 20,116 shares worth $933K. The position accounts for 0.22% of the portfolio, ranked #68.

Wood Tarver Financial Group first reported a position in POCT in Q4 2024 and has held it in 7 quarters since. 254 funds tracked by Wall St. Rank hold POCT as of Q2 2026.

Wood Tarver Financial Group held 20,116 shares of Innovator US Equity Power Buffer ETF October worth $933K as of Q2 2026.
Wood Tarver Financial Group sold 65 Innovator US Equity Power Buffer ETF October shares in Q2 2026, an estimated $2.96K.
Innovator US Equity Power Buffer ETF October made up 0.22% of Wood Tarver Financial Group's portfolio in Q2 2026, its #68 holding.
Wood Tarver Financial Group first reported a position in Innovator US Equity Power Buffer ETF October in Q4 2024 and has held it in 7 quarters since.
254 funds tracked by Wall St. Rank held Innovator US Equity Power Buffer ETF October as of Q2 2026.

Based on Wood Tarver Financial Group's 13F filing for Q2 2026, filed 13 Aug 2026.