Mbl Wealth, LLC Innovator U.S. Equity Power Bu Transaction History

Mbl Wealth, LLC

$945 Million
Q2 2025

A detailed history of Mbl Wealth, LLC transactions in Innovator U.S. Equity Power Bu stock. As of the latest transaction made, Mbl Wealth, LLC holds 6,056 shares of POCT stock, worth $261,013. This represents 0.03% of its overall portfolio holdings.

Number of Shares

6,056

Previous 6,056 -0.0%

Holding current value

$261,013

Previous $235,000 6.38%

% of portfolio

0.03%

Previous 0.03%

10 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 May 21, 2025	SELL	$38.53 - $40.49 $38 - $40	-1 Reduced 0.02%	6,056 $235,000
Q4 2024 Apr 21, 2025	BUY	$38.63 - $40.03 $9,889 - $10,247	256 Added 4.41%	6,057 $239,000
Q3 2024 Jan 08, 2025	BUY	$37.79 - $38.95 $11,337 - $11,685	300 Added 5.45%	5,801 $225,000
Q2 2024 Jul 19, 2024	SELL	$37.05 - $38.29 $18,525 - $19,145	-500 Reduced 8.33%	5,501 $210,000
Q4 2023 Jan 18, 2024	BUY	$33.24 - $36.16 $33 - $36	1 Added 0.02%	6,001 $216,000
Q2 2023 Jul 17, 2023	SELL	$31.61 - $33.47 $33,664 - $35,645	-1,065 Reduced 15.07%	6,000 $200,000
Q1 2023 Apr 11, 2023	SELL	$29.91 - $31.63 $278,611 - $294,633	-9,315 Reduced 56.87%	7,065 $223,000
Q4 2022 Jan 12, 2023	BUY	$28.48 - $30.65 $466,502 - $502,047	16,380 New	16,380 $493,000
Q3 2022 Jan 12, 2023	SELL	$28.19 - $29.67 $4.26 Million - $4.48 Million	-150,992 Closed	0 $0
Q2 2022 Jan 12, 2023	BUY	$27.6 - $30.33 $4.17 Million - $4.58 Million	150,992 New	150,992 $4.24 Million

Others Institutions Holding POCT

# of Institutions

229

Shares Held

16.1M

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 Mbl Wealth, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Mbl Wealth, LLC with notifications on news.

Account