Sequoia 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 | $261K | Sell |
6,310
-1,774
| -22% | -$73.3K | ﹤0.01% | 1326 |
|
2025
Q1 | $314K | Hold |
8,084
| – | – | ﹤0.01% | 1031 |
|
2024
Q4 | $320K | Hold |
8,084
| – | – | ﹤0.01% | 992 |
|
2024
Q3 | $315K | Hold |
8,084
| – | – | ﹤0.01% | 940 |
|
2024
Q2 | $310K | Hold |
8,084
| – | – | ﹤0.01% | 875 |
|
2024
Q1 | $303K | Hold |
8,084
| – | – | ﹤0.01% | 852 |
|
2023
Q4 | $292K | Buy |
8,084
+1,774
| +28% | +$64.1K | ﹤0.01% | 938 |
|
2023
Q3 | $214K | Buy |
+6,310
| New | +$214K | ﹤0.01% | 829 |
|