Crown Wealth Group’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 | $250K | Buy |
+6,045
| New | +$250K | 0.09% | 92 |
|
|
2025
Q1 | – | Sell |
-5,358
| Closed | -$212K | – | 119 |
|
|
2024
Q4 | $212K | Hold |
5,358
| – | – | 0.09% | 106 |
|
|
2024
Q3 | $209K | Hold |
5,358
| – | – | 0.09% | 110 |
|
|
2024
Q2 | $205K | Hold |
5,358
| – | – | 0.1% | 103 |
|
|
2024
Q1 | $201K | Sell |
5,358
-1,620
| -23% | -$60.7K | 0.1% | 106 |
|
|
2023
Q4 | $252K | Buy |
+6,978
| New | +$252K | 0.15% | 75 |
|
|
2023
Q2 | – | Sell |
-18,209
| Closed | -$576K | – | 71 |
|
|
2023
Q1 | $576K | Sell |
18,209
-123,928
| -87% | -$3.92M | 0.48% | 30 |
|
|
2022
Q4 | $4.27M | Buy |
142,137
+33,260
| +31% | +$1M | 4.02% | 8 |
|
|
2022
Q3 | $3.12M | Buy |
+108,877
| New | +$3.12M | 3.2% | 9 |
|