Atria Wealth Solutions, Inc. Innovator U.S. Equity Power Bu Transaction History

Atria Wealth Solutions, Inc.

$7.87 Billion
Q1 2025

A detailed history of Atria Wealth Solutions, Inc. transactions in Innovator U.S. Equity Power Bu stock. As of the latest transaction made, Atria Wealth Solutions, Inc. holds 56,785 shares of POCT stock, worth $2.3 Million. This represents 0.03% of its overall portfolio holdings.

Number of Shares

56,785

Previous 62,516 9.17%

Holding current value

$2.3 Million

Previous $2.47 Million 10.8%

% of portfolio

0.03%

Previous 0.03%

16 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 May 09, 2025	SELL	$38.53 - $40.49 $220,815 - $232,048	-5,731 Reduced 9.17%	56,785 $2.21 Million
Q4 2024 Jan 31, 2025	BUY	$38.63 - $40.03 $1.54 Million - $1.6 Million	39,907 Added 176.51%	62,516 $2.47 Million
Q3 2024 Nov 08, 2024	BUY	$37.79 - $38.95 $191,179 - $197,048	5,059 Added 28.83%	22,609 $880,000
Q2 2024 Jul 22, 2024	SELL	$37.05 - $38.29 $7,409 - $7,658	-200 Reduced 1.13%	17,550 $671,000
Q1 2024 May 13, 2024	SELL	$35.88 - $37.5 $613,548 - $641,250	-17,100 Reduced 49.07%	17,750 $665,000
Q4 2023 Feb 02, 2024	BUY	$33.24 - $36.16 $707,347 - $769,484	21,280 Added 156.82%	34,850 $1.26 Million
Q3 2023 Nov 08, 2023	SELL	$33.33 - $34.11 $12,598 - $12,893	-378 Reduced 2.71%	13,570 $460,000
Q2 2023 Aug 03, 2023	SELL	$31.61 - $33.47 $790,344 - $836,850	-25,003 Reduced 64.19%	13,948 $466,000
Q1 2023 Aug 22, 2023	BUY	$29.91 - $31.63 $747,091 - $790,054	24,978 Added 179.08%	38,926 $1.23 Million
Q1 2023 Jun 14, 2023	BUY	$29.91 - $31.63 $747 - $790	25 Added 0.06%	38,951 $1.23 Million
Q1 2023 May 10, 2023	SELL	$29.91 - $31.63 $747 - $790	-25 Reduced 0.06%	38,926 $1.23 Million
Q4 2022 Aug 30, 2023	BUY	$28.48 - $30.65 $712,085 - $766,341	25,003 Added 179.26%	38,951 $1.17 Million
Q4 2022 Feb 13, 2023	BUY	$28.48 - $30.65 $642,879 - $691,862	22,573 Added 137.83%	38,951 $1.17 Million
Q3 2022 Feb 13, 2023	BUY	$28.19 - $29.67 $221,009 - $232,612	7,840 Added 91.82%	16,378 $471,000
Q2 2022 Aug 15, 2022	SELL	$27.6 - $30.33 $17,277 - $18,986	-626 Reduced 6.83%	8,538 $240,000
Q1 2022 May 16, 2022	BUY	$29.01 - $30.55 $265,847 - $279,960	9,164 New	9,164 $277,000

Others Institutions Holding POCT

# of Institutions

231

Shares Held

17.1M

Call Options Held

Put Options Held

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About INNOVATOR U.S. EQUITY POWER BU

Ticker POCT
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Atria Wealth Solutions, Inc. Innovator U.S. Equity Power Bu Transaction History