Capital Analysts, LLC Innovator U.S. Equity Power Bu Transaction History

Capital Analysts, LLC

$2.45 Billion
Q3 2024

A detailed history of Capital Analysts, LLC transactions in Innovator U.S. Equity Power Bu stock. As of the latest transaction made, Capital Analysts, LLC holds 18,249 shares of POCT stock, worth $717,185. This represents 0.03% of its overall portfolio holdings.

Number of Shares

18,249

Previous 18,249 -0.0%

Holding current value

$717,185

Previous $699,000 1.57%

% of portfolio

0.03%

Previous 0.03%

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2024 Aug 14, 2024	SELL	$37.05 - $38.29 $886,828 - $916,509	-23,936 Reduced 56.74%	18,249 $699,000
Q1 2024 May 14, 2024	SELL	$35.88 - $37.5 $24,506 - $25,612	-683 Reduced 1.59%	42,185 $1.58 Million
Q4 2023 Jan 30, 2024	BUY	$33.24 - $36.16 $13,661 - $14,861	411 Added 0.97%	42,868 $1.55 Million
Q3 2023 Nov 13, 2023	BUY	$33.33 - $34.11 $996,433 - $1.02 Million	29,896 Added 238.01%	42,457 $1.44 Million
Q2 2023 Aug 11, 2023	SELL	$31.61 - $33.47 $115,439 - $122,232	-3,652 Reduced 22.53%	12,561 $419,000
Q1 2023 May 05, 2023	SELL	$29.91 - $31.63 $64,605 - $68,320	-2,160 Reduced 11.76%	16,213 $513,000
Q4 2022 Feb 08, 2023	BUY	$28.48 - $30.65 $145,646 - $156,744	5,114 Added 38.57%	18,373 $553,000
Q3 2022 Nov 14, 2022	BUY	$28.19 - $29.67 $373,771 - $393,394	13,259 New	13,259 $380,000

Others Institutions Holding POCT

# of Institutions

179

Shares Held

12M

Call Options Held

Put Options Held

View Full List

About INNOVATOR U.S. EQUITY POWER BU

Ticker POCT
Sector ETFs
Industry ETFs

More about POCT

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Capital Analysts, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Capital Analysts, LLC with notifications on news.

Account

Capital Analysts, LLC Innovator U.S. Equity Power Bu Transaction History