Avantax Planning Partners, Inc. Innovator U.S. Equity Power Bu Transaction History

Avantax Planning Partners, Inc.

$3.45 Billion
Q3 2025

A detailed history of Avantax Planning Partners, Inc. transactions in Innovator U.S. Equity Power Bu stock. As of the latest transaction made, Avantax Planning Partners, Inc. holds 5,952 shares of POCT stock, worth $257,066. This represents 0.01% of its overall portfolio holdings.

Number of Shares

5,952

Previous 5,952 -0.0%

Holding current value

$257,066

Previous $245,000 4.49%

% of portfolio

0.01%

Previous 0.01%

5 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 Apr 28, 2025	SELL	$38.53 - $40.49 $20,960 - $22,026	-544 Reduced 8.37%	5,952 $231,000
Q4 2024 Feb 07, 2025	SELL	$38.63 - $40.03 $3,901 - $4,043	-101 Reduced 1.53%	6,496 $257,000
Q3 2024 Nov 13, 2024	SELL	$37.79 - $38.95 $7,898 - $8,140	-209 Reduced 3.07%	6,597 $256,000
Q2 2024 Aug 09, 2024	BUY	$37.05 - $38.29 $14,486 - $14,971	391 Added 6.1%	6,806 $260,000
Q1 2024 May 02, 2024	BUY	$35.88 - $37.5 $230,170 - $240,562	6,415 New	6,415 $240,000

Others Institutions Holding POCT

# of Institutions

222

Shares Held

18.2M

Call Options Held

Put Options Held

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About INNOVATOR U.S. EQUITY POWER BU

Ticker POCT
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Avantax Planning Partners, Inc. Innovator U.S. Equity Power Bu Transaction History