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

Capital Analysts, LLC

$2.49 Billion
Q4 2024

A detailed history of Capital Analysts, LLC transactions in Innovator U.S. Equity Power Bu stock. As of the latest transaction made, Capital Analysts, LLC holds 17,222 shares of POCT stock, worth $695,424. This represents 0.03% of its overall portfolio holdings.

Number of Shares

17,222

Previous 18,249 5.63%

Holding current value

$695,424

Previous $710,000 4.08%

% of portfolio

0.03%

Previous 0.03%

9 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Feb 14, 2025	SELL	$38.63 - $40.03 $39,673 - $41,110	-1,027 Reduced 5.63%	17,222 $681,000
Q2 2024 Aug 14, 2024	SELL	$37.05 - $38.29 $886,828 - $916,509	-23,936 Reduced 56.74%	18,249 $699,000
Q1 2024 May 14, 2024	SELL	$35.88 - $37.5 $24,506 - $25,612	-683 Reduced 1.59%	42,185 $1.58 Million
Q4 2023 Jan 30, 2024	BUY	$33.24 - $36.16 $13,661 - $14,861	411 Added 0.97%	42,868 $1.55 Million
Q3 2023 Nov 13, 2023	BUY	$33.33 - $34.11 $996,433 - $1.02 Million	29,896 Added 238.01%	42,457 $1.44 Million
Q2 2023 Aug 11, 2023	SELL	$31.61 - $33.47 $115,439 - $122,232	-3,652 Reduced 22.53%	12,561 $419,000
Q1 2023 May 05, 2023	SELL	$29.91 - $31.63 $64,605 - $68,320	-2,160 Reduced 11.76%	16,213 $513,000
Q4 2022 Feb 08, 2023	BUY	$28.48 - $30.65 $145,646 - $156,744	5,114 Added 38.57%	18,373 $553,000
Q3 2022 Nov 14, 2022	BUY	$28.19 - $29.67 $373,771 - $393,394	13,259 New	13,259 $380,000

Others Institutions Holding POCT

# of Institutions

220

Shares Held

16M

Call Options Held

Put Options Held

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About INNOVATOR U.S. EQUITY POWER BU

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