Pillar Wealth 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 | |
---|---|---|---|---|---|---|---|---|
2024
Q3 | – | Sell |
-75,454
| Closed | -$2.89M | – | 48 |
|
2024
Q2 | $2.89M | Sell |
75,454
-25,269
| -25% | -$968K | 3.47% | 8 |
|
2024
Q1 | $3.78M | Sell |
100,723
-100
| -0.1% | -$3.75K | 2.85% | 8 |
|
2023
Q4 | $3.64M | Sell |
100,823
-41
| -0% | -$1.48K | 2.81% | 8 |
|
2023
Q3 | $3.43M | Sell |
100,864
-13,883
| -12% | -$471K | 2.96% | 7 |
|
2023
Q2 | $3.84M | Hold |
114,747
| – | – | 3.21% | 7 |
|
2023
Q1 | $3.63M | Hold |
114,747
| – | – | 3.62% | 6 |
|
2022
Q4 | $3.45M | Buy |
114,747
+35,796
| +45% | +$1.08M | 3.33% | 7 |
|
2022
Q3 | $2.26M | Buy |
78,951
+15,583
| +25% | +$446K | 2.25% | 10 |
|
2022
Q2 | $1.78M | Hold |
63,368
| – | – | 1.81% | 11 |
|
2022
Q1 | $1.92M | Hold |
63,368
| – | – | 1.85% | 14 |
|
2021
Q4 | $1.93M | Buy |
+63,368
| New | +$1.93M | 1.84% | 14 |
|