Xml Financial, LLC Innovator U.S. Equity Power Bu Transaction History

Xml Financial, LLC

$1.05 Billion
Q1 2025

A detailed history of Xml Financial, LLC transactions in Innovator U.S. Equity Power Bu stock. As of the latest transaction made, Xml Financial, LLC holds 7,989 shares of POCT stock, worth $323,155. This represents 0.03% of its overall portfolio holdings.

Number of Shares

7,989

Previous 7,989 -0.0%

Holding current value

$323,155

Previous $316,000 1.9%

% of portfolio

0.03%

Previous 0.03%

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2022 Feb 09, 2023	BUY	$28.48 - $30.65 $2,961 - $3,187	104 Added 1.32%	7,989 $240,000
Q1 2022 May 02, 2022	SELL	$29.01 - $30.55 $21,496 - $22,637	-741 Reduced 8.59%	7,885 $238,000
Q4 2021 Feb 01, 2022	SELL	$29.29 - $30.47 $6,033 - $6,276	-206 Reduced 2.33%	8,626 $263,000
Q1 2021 May 14, 2021	SELL	$27.5 - $28.5 $13,007 - $13,480	-473 Reduced 5.08%	8,832 $252,000
Q3 2020 Nov 13, 2020	SELL	$25.21 - $26.41 $58,285 - $61,059	-2,312 Reduced 19.9%	9,305 $246,000
Q1 2020 May 08, 2020	SELL	$20.78 - $25.59 $48,874 - $60,187	-2,352 Reduced 16.84%	11,617 $262,000
Q4 2019 Feb 04, 2020	BUY	$24.52 - $25.47 $342,519 - $355,790	13,969 New	13,969 $352,000

Others Institutions Holding POCT

# of Institutions

232

Shares Held

17.1M

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 Xml Financial, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Xml Financial, LLC with notifications on news.

Account

Xml Financial, LLC Innovator U.S. Equity Power Bu Transaction History