Avantax Advisory Services, Inc. Innovator U.S. Equity Power Bu Transaction History

Avantax Advisory Services, Inc.

$13.8 Billion
Q2 2024

A detailed history of Avantax Advisory Services, Inc. transactions in Innovator U.S. Equity Power Bu stock. As of the latest transaction made, Avantax Advisory Services, Inc. holds 20,739 shares of POCT stock, worth $807,161. This represents 0.01% of its overall portfolio holdings.

Number of Shares

20,739

Previous 20,758 0.09%

Holding current value

$807,161

Previous $778,000 2.06%

% of portfolio

0.01%

Previous 0.01%

10 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2024 Aug 09, 2024	SELL	$37.05 - $38.29 $703 - $727	-19 Reduced 0.09%	20,739 $794,000
Q1 2024 May 08, 2024	SELL	$35.88 - $37.5 $22,245 - $23,250	-620 Reduced 2.9%	20,758 $778,000
Q4 2023 Feb 07, 2024	SELL	$33.24 - $36.16 $898,776 - $977,730	-27,039 Reduced 55.85%	21,378 $772,000
Q3 2023 Nov 07, 2023	BUY	$33.33 - $34.11 $200,813 - $205,512	6,025 Added 14.21%	48,417 $1.64 Million
Q2 2023 Aug 11, 2023	BUY	$31.61 - $33.47 $87,148 - $92,276	2,757 Added 6.96%	42,392 $1.42 Million
Q1 2023 Apr 28, 2023	BUY	$29.91 - $31.63 $51,923 - $54,909	1,736 Added 4.58%	39,635 $1.25 Million
Q4 2022 Feb 13, 2023	BUY	$28.48 - $30.65 $503,640 - $542,014	17,684 Added 87.48%	37,899 $1.14 Million
Q3 2022 Nov 01, 2022	BUY	$28.19 - $29.67 $112,760 - $118,680	4,000 Added 24.67%	20,215 $579,000
Q2 2022 Aug 02, 2022	BUY	$27.6 - $30.33 $256,680 - $282,069	9,300 Added 134.49%	16,215 $455,000
Q1 2022 Apr 27, 2022	BUY	$29.01 - $30.55 $200,604 - $211,253	6,915 New	6,915 $210,000

Others Institutions Holding POCT

# of Institutions

179

Shares Held

12.3M

Call Options Held

Put Options Held

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About INNOVATOR U.S. EQUITY POWER BU

Ticker POCT
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Avantax Advisory Services, Inc. Innovator U.S. Equity Power Bu Transaction History