Sound View Wealth Advisors Group’s Innovator US Equity Power Buffer ETF October POCT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $715K | Hold |
17,323
| – | – | 0.05% | 227 |
|
|
2025
Q1 | $673K | Sell |
17,323
-50
| -0.3% | -$1.94K | 0.06% | 224 |
|
|
2024
Q4 | $687K | Hold |
17,373
| – | – | 0.06% | 224 |
|
|
2024
Q3 | $677K | Sell |
17,373
-1,657
| -9% | -$64.5K | 0.06% | 226 |
|
|
2024
Q2 | $729K | Sell |
19,030
-432
| -2% | -$16.5K | 0.08% | 193 |
|
|
2024
Q1 | $730K | Sell |
19,462
-2,430
| -11% | -$91.1K | 0.08% | 197 |
|
|
2023
Q4 | $791K | Sell |
21,892
-146
| -0.7% | -$5.27K | 0.09% | 189 |
|
|
2023
Q3 | $748K | Sell |
22,038
-2,057
| -9% | -$69.9K | 0.09% | 175 |
|
|
2023
Q2 | $806K | Hold |
24,095
| – | – | 0.11% | 173 |
|
|
2023
Q1 | $762K | Buy |
24,095
+2,203
| +10% | +$69.7K | 0.1% | 174 |
|
|
2022
Q4 | $791K | Buy |
+21,892
| New | +$791K | 0.09% | 189 |
|