Arete Wealth Advisors’s Innovator US Equity Power Buffer ETF October POCT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $534K | Sell |
12,936
-500
| -4% | -$20.6K | 0.04% | 388 |
|
|
2025
Q1 | $522K | Buy |
13,436
+500
| +4% | +$19.4K | 0.04% | 378 |
|
|
2024
Q4 | $512K | Sell |
12,936
-1,713
| -12% | -$67.8K | 0.04% | 403 |
|
|
2024
Q3 | $571K | Buy |
14,649
+1,713
| +13% | +$66.8K | 0.05% | 338 |
|
|
2024
Q2 | $495K | Hold |
12,936
| – | – | 0.04% | 393 |
|
|
2024
Q1 | $485K | Hold |
12,936
| – | – | 0.04% | 295 |
|
|
2023
Q4 | $467K | Buy |
+12,936
| New | +$467K | 0.04% | 418 |
|