WealthPLAN 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 | $606K | Hold |
14,664
| – | – | 0.1% | 158 |
|
|
2025
Q1 | $570K | Sell |
14,664
-152
| -1% | -$5.91K | 0.08% | 160 |
|
|
2024
Q4 | $586K | Buy |
+14,816
| New | +$586K | 0.08% | 159 |
|
|
2023
Q3 | – | Sell |
-325
| Closed | -$10.9K | – | 916 |
|
|
2023
Q2 | $10.9K | Hold |
325
| – | – | ﹤0.01% | 782 |
|
|
2023
Q1 | $10.3K | Buy |
+325
| New | +$10.3K | ﹤0.01% | 852 |
|
|
2021
Q1 | – | Sell |
-47,795
| Closed | -$1.34M | – | 342 |
|
|
2020
Q4 | $1.34M | Hold |
47,795
| – | – | 0.11% | 117 |
|
|
2020
Q3 | $1.3M | Sell |
47,795
-13,729
| -22% | -$373K | 0.13% | 107 |
|
|
2020
Q2 | $1.6M | Sell |
61,524
-638,049
| -91% | -$16.6M | 0.17% | 97 |
|
|
2020
Q1 | $16.9M | Buy |
699,573
+657,818
| +1,575% | +$15.9M | 2.19% | 10 |
|
|
2019
Q4 | $1.07M | Hold |
41,755
| – | – | 0.13% | 104 |
|
|
2019
Q3 | $1.06M | Hold |
41,755
| – | – | 0.14% | 104 |
|
|
2019
Q2 | $1.04M | Hold |
41,755
| – | – | 0.16% | 101 |
|
|
2019
Q1 | $1.03M | Hold |
41,755
| – | – | 0.16% | 100 |
|
|
2018
Q4 | $1.01M | Buy |
+41,755
| New | +$1.01M | 0.16% | 99 |
|