POCT β€” INNOVATOR ETFS TR SP 500 PWRETF

Ownership history in Lineweaver Wealth Advisors, LLC  Β·  8 quarters on record

AI Ownership Summary

Lineweaver Wealth Advisors, LLC reported INNOVATOR ETFS TR SP 500 PWRETF (POCT) in 8 quarterly 13F filings from 2025 Q4 through 2026 Q1. Peak portfolio weight reached 0.07% in 2025 Q4. The latest visible filing shows POCT at 0.06% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings. Older history is available after unlock; the visible window still shows the most recent pattern.

What this POCT ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Lineweaver Wealth Advisors, LLC's position in INNOVATOR ETFS TR SP 500 PWRETF, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2026 Q1

POCT was reported at 0.06% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.07% in 2025 Q4

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2025 Q4 to 2026 Q1

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

How Lineweaver Wealth Advisors, LLC held POCT β€” position size vs. price
% of Fund (quarterly)    POCT price (quarter-end, indexed to 100)
πŸ“‹ Quarterly Holdings History 2 quarters  β–Ύ
Quarter Action Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q1 UNCHANGED 10,981 β€” 0% 0.06% $473K 2026-04-08 $44.03
2025 Q4 REDUCED 10,981 -3,413 -23.7% 0.07% $482K 2026-01-14 $44.15
6 older quarters hidden  β€”  Sign in free or upgrade to Premium to see full history

FAQ About Lineweaver Wealth Advisors, LLC and POCT

These are the practical questions this page is built to answer before you even open the full history table.

How long has Lineweaver Wealth Advisors, LLC reported owning POCT?

Lineweaver Wealth Advisors, LLC reported POCT across 2 quarterly 13F filings, from 2025 Q4 through 2026 Q1.

What was the largest reported POCT position in Lineweaver Wealth Advisors, LLC's portfolio?

The largest reported portfolio weight for POCT was 0.07% in 2025 Q4.

What is the latest reported POCT position on this page?

The most recent filing on this page is 2026 Q1, when Lineweaver Wealth Advisors, LLC reported 10,981 shares, equal to 0.06% of portfolio, with an estimated market value of $473K.

What does the chart on this POCT ownership page compare?

The chart compares Lineweaver Wealth Advisors, LLC's quarterly POCT portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

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