Summit Wealth Partners’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 | $356K | Hold |
8,610
| – | – | 0.07% | 163 |
|
|
2025
Q1 | $334K | Sell |
8,610
-1,486
| -15% | -$57.7K | 0.07% | 163 |
|
|
2024
Q4 | $399K | Sell |
10,096
-1,336
| -12% | -$52.9K | 0.08% | 142 |
|
|
2024
Q3 | $445K | Buy |
+11,432
| New | +$445K | 0.09% | 146 |
|
|
2024
Q2 | – | Sell |
-6,552
| Closed | -$246K | – | 233 |
|
|
2024
Q1 | $246K | Sell |
6,552
-2,709
| -29% | -$102K | 0.05% | 202 |
|
|
2023
Q4 | $335K | Buy |
+9,261
| New | +$335K | 0.08% | 150 |
|
|
2023
Q1 | – | Sell |
-12,921
| Closed | -$389K | – | 190 |
|
|
2022
Q4 | $389K | Buy |
+12,921
| New | +$389K | 0.1% | 123 |
|