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 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 $309B AUM 23.92% 1-Year Est. Return

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 Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

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

Focus Partners Wealth Boston, Massachusetts $89.9B AUM 20.5% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Wood Tarver Financial Group's POCT Position: Q1 2026 in Review

Wood Tarver Financial Group reduced its Innovator US Equity Power Buffer ETF October (POCT) stake by 0.57% in Q1 2026, selling an estimated $5.05K and leaving 20,181 shares worth $870K. The position accounts for 0.24% of the portfolio, ranked #63.

Wood Tarver Financial Group first reported a position in POCT in Q4 2024 and has held it in 6 quarters since. The position peaked at $891K in Q4 2025. 253 funds tracked by Wall St. Rank hold POCT as of Q1 2026.

Wood Tarver Financial Group held 20,181 shares of Innovator US Equity Power Buffer ETF October worth $870K as of Q1 2026.
Wood Tarver Financial Group sold 115 Innovator US Equity Power Buffer ETF October shares in Q1 2026, an estimated $5.05K.
Innovator US Equity Power Buffer ETF October made up 0.24% of Wood Tarver Financial Group's portfolio in Q1 2026, its #63 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 6 quarters since.
Wood Tarver Financial Group's Innovator US Equity Power Buffer ETF October position peaked at $891K in Q4 2025.
253 funds tracked by Wall St. Rank held Innovator US Equity Power Buffer ETF October as of Q1 2026.

Based on Wood Tarver Financial Group's 13F filing for Q1 2026, filed 12 May 2026.