Kingsview Wealth Management’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 | $281K | Sell |
6,811
-20
| -0.3% | -$826 | ﹤0.01% | 966 |
|
|
2025
Q1 | $265K | Hold |
6,831
| – | – | 0.01% | 934 |
|
|
2024
Q4 | $270K | Buy |
6,831
+483
| +8% | +$19.1K | 0.01% | 950 |
|
|
2024
Q3 | $247K | Sell |
6,348
-50
| -0.8% | -$1.95K | 0.01% | 947 |
|
|
2024
Q2 | $245K | Sell |
6,398
-3,100
| -33% | -$119K | 0.01% | 916 |
|
|
2024
Q1 | $356K | Sell |
9,498
-970
| -9% | -$36.4K | 0.01% | 760 |
|
|
2023
Q4 | $378K | Sell |
10,468
-25
| -0.2% | -$903 | 0.01% | 705 |
|
|
2023
Q3 | $356K | Sell |
10,493
-464
| -4% | -$15.8K | 0.01% | 707 |
|
|
2023
Q2 | $367K | Sell |
10,957
-5,606
| -34% | -$188K | 0.01% | 680 |
|
|
2023
Q1 | $524K | Sell |
16,563
-100
| -0.6% | -$3.16K | 0.02% | 562 |
|
|
2022
Q4 | $501K | Sell |
16,663
-1,926
| -10% | -$57.9K | 0.02% | 509 |
|
|
2022
Q3 | $532K | Buy |
18,589
+3,454
| +23% | +$98.9K | 0.03% | 484 |
|
|
2022
Q2 | $425K | Buy |
15,135
+2,572
| +20% | +$72.2K | 0.02% | 572 |
|
|
2022
Q1 | $380K | Buy |
12,563
+3,197
| +34% | +$96.7K | 0.02% | 632 |
|
|
2021
Q4 | $285K | Buy |
+9,366
| New | +$285K | 0.01% | 738 |
|
|
2021
Q2 | – | Sell |
-12,715
| Closed | -$363K | – | 915 |
|
|
2021
Q1 | $363K | Sell |
12,715
-550
| -4% | -$15.7K | 0.02% | 588 |
|
|
2020
Q4 | $369K | Buy |
+13,265
| New | +$369K | 0.03% | 512 |
|