DHJJ Financial 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 | $30.8K | Hold |
745
| – | – | 0.01% | 415 |
|
2025
Q1 | $28.9K | Hold |
745
| – | – | 0.01% | 392 |
|
2024
Q4 | $29.5K | Hold |
745
| – | – | 0.01% | 374 |
|
2024
Q3 | $29K | Sell |
745
-755
| -50% | -$29.4K | 0.01% | 379 |
|
2024
Q2 | $57.4K | Hold |
1,500
| – | – | 0.02% | 254 |
|
2024
Q1 | $56.2K | Hold |
1,500
| – | – | 0.02% | 253 |
|
2023
Q4 | $54.2K | Buy |
+1,500
| New | +$54.2K | 0.03% | 243 |
|
2023
Q3 | – | Sell |
-17,612
| Closed | -$589K | – | 804 |
|
2023
Q2 | $589K | Sell |
17,612
-400
| -2% | -$13.4K | 0.31% | 67 |
|
2023
Q1 | $557K | Sell |
18,012
-50
| -0.3% | -$1.55K | 0.3% | 70 |
|
2022
Q4 | $543K | Buy |
18,062
+5,362
| +42% | +$161K | 0.31% | 70 |
|
2022
Q3 | $364K | Sell |
12,700
-285
| -2% | -$8.17K | 0.21% | 89 |
|
2022
Q2 | $364K | Buy |
12,985
+1,275
| +11% | +$35.7K | 0.2% | 92 |
|
2022
Q1 | $354K | Buy |
11,710
+515
| +5% | +$15.6K | 0.17% | 99 |
|
2021
Q4 | $341K | Buy |
11,195
+4,465
| +66% | +$136K | 0.16% | 101 |
|
2021
Q3 | $224K | Buy |
+6,730
| New | +$224K | 0.12% | 115 |
|