Cypress Financial Planning’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 | $497K | Buy |
12,044
+153
| +1% | +$6.32K | 0.16% | 44 |
|
|
2025
Q1 | $462K | Sell |
11,891
-1,348
| -10% | -$52.4K | 0.16% | 41 |
|
|
2024
Q4 | $524K | Sell |
13,239
-60
| -0.5% | -$2.37K | 0.19% | 40 |
|
|
2024
Q3 | $518K | Sell |
13,299
-5,238
| -28% | -$204K | 0.19% | 38 |
|
|
2024
Q2 | $710K | Sell |
18,537
-45
| -0.2% | -$1.72K | 0.29% | 32 |
|
|
2024
Q1 | $697K | Buy |
18,582
+4,054
| +28% | +$152K | 0.32% | 27 |
|
|
2023
Q4 | $521K | Sell |
14,528
-3,463
| -19% | -$124K | 0.47% | 19 |
|
|
2023
Q3 | $611K | Buy |
17,991
+177
| +1% | +$6.01K | 0.35% | 24 |
|
|
2023
Q2 | $596K | Sell |
17,814
-1,359
| -7% | -$45.4K | 0.34% | 27 |
|
|
2023
Q1 | $608K | Buy |
+19,173
| New | +$608K | 0.37% | 26 |
|
|
2022
Q4 | – | Sell |
-9,917
| Closed | -$284K | – | 54 |
|
|
2022
Q3 | $284K | Buy |
9,917
+867
| +10% | +$24.8K | 0.2% | 44 |
|
|
2022
Q2 | $254K | Buy |
+9,050
| New | +$254K | 0.17% | 47 |
|