Elmwood Wealth Management, Inc. Innovator U.S. Equity Power Bu Transaction History

Elmwood Wealth Management, Inc.

$228 Million
Q4 2024

A detailed history of Elmwood Wealth Management, Inc. transactions in Innovator U.S. Equity Power Bu stock. As of the latest transaction made, Elmwood Wealth Management, Inc. holds 73,148 shares of POCT stock, worth $2.94 Million. This represents 1.27% of its overall portfolio holdings.

Number of Shares

73,148

Previous 72,878 0.37%

Holding current value

$2.94 Million

Previous $2.84 Million 1.97%

% of portfolio

1.27%

Previous 1.28%

21 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Jan 13, 2025	BUY	$38.63 - $40.03 $10,430 - $10,808	270 Added 0.37%	73,148 $2.89 Million
Q3 2024 Oct 11, 2024	BUY	$37.79 - $38.95 $36,656 - $37,781	970 Added 1.35%	72,878 $2.84 Million
Q2 2024 Aug 13, 2024	SELL	$37.05 - $38.29 $267,389 - $276,338	-7,217 Reduced 9.12%	71,908 $2.75 Million
Q1 2024 May 10, 2024	BUY	$35.88 - $37.5 $2.12 Million - $2.21 Million	58,995 Added 293.07%	79,125 $2.97 Million
Q4 2023 Jan 30, 2024	SELL	$33.24 - $36.16 $1.72 Million - $1.87 Million	-51,840 Reduced 72.03%	20,130 $727,000
Q3 2023 Nov 15, 2023	SELL	$33.33 - $34.11 $460,453 - $471,229	-13,815 Reduced 16.1%	71,970 $2.44 Million
Q2 2023 Aug 10, 2023	SELL	$31.61 - $33.47 $74,599 - $78,989	-2,360 Reduced 2.68%	85,785 $2.87 Million
Q1 2023 Apr 28, 2023	BUY	$29.91 - $31.63 $41,844 - $44,250	1,399 Added 1.61%	88,145 $2.79 Million
Q4 2022 Jan 25, 2023	BUY	$28.48 - $30.65 $78,604 - $84,594	2,760 Added 3.29%	86,746 $0
Q3 2022 Nov 14, 2022	BUY	$28.19 - $29.67 $198,739 - $209,173	7,050 Added 9.16%	83,986 $2.41 Million
Q2 2022 Jul 12, 2022	SELL	$27.6 - $30.33 $53,130 - $58,385	-1,925 Reduced 2.44%	76,936 $2.16 Million
Q1 2022 May 16, 2022	SELL	$29.01 - $30.55 $294,016 - $309,624	-10,135 Reduced 11.39%	78,861 $2.38 Million
Q4 2021 Feb 08, 2022	BUY	$29.29 - $30.47 $160,977 - $167,463	5,496 Added 6.58%	88,996 $2.71 Million
Q2 2021 Aug 13, 2021	BUY	$28.56 - $29.12 $21,420 - $21,840	750 Added 0.91%	83,500 $2.43 Million
Q1 2021 May 13, 2021	BUY	$27.5 - $28.5 $95,562 - $99,037	3,475 Added 4.38%	82,750 $2.36 Million
Q2 2020 Aug 13, 2020	BUY	$22.0 - $25.52 $1.74 Million - $2.02 Million	79,275 New	79,275 $2 Million
Q1 2020 May 12, 2020	SELL	$20.78 - $25.59 $1.51 Million - $1.86 Million	-72,500 Closed	0 $0
Q4 2019 Feb 05, 2020	BUY	$24.52 - $25.47 $12,627 - $13,117	515 Added 0.72%	72,500 $1.83 Million
Q3 2019 Nov 13, 2019	BUY	$24.5 - $25.45 $11,760 - $12,216	480 Added 0.67%	71,985 $1.79 Million
Q2 2019 Aug 07, 2019	BUY	$24.22 - $25.16 $341,502 - $354,756	14,100 Added 24.56%	71,505 $1.79 Million
Q1 2019 May 22, 2019	BUY	$22.6 - $24.56 $1.3 Million - $1.41 Million	57,405 New	57,405 $1.4 Million

Others Institutions Holding POCT

# of Institutions

191

Shares Held

13.4M

Call Options Held

Put Options Held

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About INNOVATOR U.S. EQUITY POWER BU

Ticker POCT
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Elmwood Wealth Management, Inc. Innovator U.S. Equity Power Bu Transaction History