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

U.S. Capital Wealth Advisors, LLC

$3.03 Billion
Q4 2024

A detailed history of U.S. Capital Wealth Advisors, LLC transactions in Innovator U.S. Equity Power Bu stock. As of the latest transaction made, U.S. Capital Wealth Advisors, LLC holds 28,028 shares of POCT stock, worth $1.13 Million. This represents 0.04% of its overall portfolio holdings.

Number of Shares

28,028

Previous 19,492 43.79%

Holding current value

$1.13 Million

Previous $759,000 46.11%

% of portfolio

0.04%

Previous 0.03%

9 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Jan 24, 2025	BUY	$38.63 - $40.03 $329,745 - $341,696	8,536 Added 43.79%	28,028 $1.11 Million
Q3 2024 Oct 22, 2024	BUY	$37.79 - $38.95 $10,845 - $11,178	287 Added 1.49%	19,492 $759,000
Q2 2024 Jul 11, 2024	SELL	$37.05 - $38.29 $116,929 - $120,843	-3,156 Reduced 14.11%	19,205 $735,000
Q1 2024 May 10, 2024	SELL	$35.88 - $37.5 $138,855 - $145,125	-3,870 Reduced 14.75%	22,361 $838,000
Q4 2023 Feb 06, 2024	SELL	$33.24 - $36.16 $89,648 - $97,523	-2,697 Reduced 9.32%	26,231 $947,000
Q3 2023 Oct 19, 2023	SELL	$33.33 - $34.11 $880,511 - $901,117	-26,418 Reduced 47.73%	28,928 $982,000
Q2 2023 Aug 04, 2023	SELL	$31.61 - $33.47 $421,614 - $446,422	-13,338 Reduced 19.42%	55,346 $1.85 Million
Q1 2023 May 11, 2023	BUY	$29.91 - $31.63 $832,275 - $880,136	27,826 Added 68.1%	68,684 $2.17 Million
Q4 2022 Feb 03, 2023	BUY	$28.48 - $30.65 $1.16 Million - $1.25 Million	40,858 New	40,858 $1.23 Million

Others Institutions Holding POCT

# of Institutions

189

Shares Held

13.3M

Call Options Held

Put Options Held

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About INNOVATOR U.S. EQUITY POWER BU

Ticker POCT
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U.S. Capital Wealth Advisors, LLC Innovator U.S. Equity Power Bu Transaction History