Compass Advisory Group LLC Innovator U.S. Equity Power Bu Transaction History

Compass Advisory Group LLC

$312 Million
Q3 2025

A detailed history of Compass Advisory Group LLC transactions in Innovator U.S. Equity Power Bu stock. As of the latest transaction made, Compass Advisory Group LLC holds 14,427 shares of POCT stock, worth $623,102. This represents 0.2% of its overall portfolio holdings.

Number of Shares

14,427

Previous 14,567 0.96%

Holding current value

$623,102

Previous $601,000 3.33%

% of portfolio

0.2%

Previous 0.26%

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2025 Nov 06, 2025	SELL	$41.27 - $43.1 $5,777 - $6,034	-140 Reduced 0.96%	14,427 $621,000
Q2 2025 Jul 28, 2025	SELL	$36.35 - $41.3 $9,087 - $10,325	-250 Reduced 1.69%	14,567 $601,000
Q1 2025 May 13, 2025	SELL	$38.53 - $40.49 $14,641 - $15,386	-380 Reduced 2.5%	14,817 $575,000
Q4 2024 Jan 24, 2025	BUY	$38.63 - $40.03 $93,098 - $96,472	2,410 Added 18.85%	15,197 $601,000
Q4 2023 Jan 29, 2024	BUY	$33.24 - $36.16 $24,099 - $26,215	725 Added 6.01%	12,787 $461,000
Q3 2023 Oct 24, 2023	SELL	$33.33 - $34.11 $34,663 - $35,474	-1,040 Reduced 7.94%	12,062 $409,000
Q4 2022 Jan 19, 2023	BUY	$28.48 - $30.65 $107,996 - $116,224	3,792 Added 40.73%	13,102 $0
Q2 2022 Jul 14, 2022	BUY	$27.6 - $30.33 $256,956 - $282,372	9,310 New	9,310 $261,000

Others Institutions Holding POCT

# of Institutions

222

Shares Held

18.3M

Call Options Held

Put Options Held

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About INNOVATOR U.S. EQUITY POWER BU

Ticker POCT
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Compass Advisory Group LLC Innovator U.S. Equity Power Bu Transaction History