Avantax Planning Partners’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 | $246K | Hold |
5,952
| – | – | 0.01% | 393 |
|
|
2025
Q1 | $231K | Sell |
5,952
-544
| -8% | -$21.1K | 0.01% | 383 |
|
|
2024
Q4 | $257K | Sell |
6,496
-101
| -2% | -$4K | 0.01% | 363 |
|
|
2024
Q3 | $257K | Sell |
6,597
-209
| -3% | -$8.14K | 0.01% | 363 |
|
|
2024
Q2 | $261K | Buy |
6,806
+391
| +6% | +$15K | 0.01% | 384 |
|
|
2024
Q1 | $240K | Buy |
+6,415
| New | +$240K | 0.01% | 408 |
|