Clay Northam Wealth Management, LLC Innovator U.S. Equity Power Bu Transaction History

Clay Northam Wealth Management, LLC

$152 Million
Q4 2024

A detailed history of Clay Northam Wealth Management, LLC transactions in Innovator U.S. Equity Power Bu stock. As of the latest transaction made, Clay Northam Wealth Management, LLC holds 14,065 shares of POCT stock, worth $565,272. This represents 0.37% of its overall portfolio holdings.

Number of Shares

14,065

Previous 15,958 11.86%

Holding current value

$565,272

Previous $621,000 10.47%

% of portfolio

0.37%

Previous 0.43%

6 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Jan 24, 2025	SELL	$38.63 - $40.03 $73,126 - $75,776	-1,893 Reduced 11.86%	14,065 $556,000
Q2 2024 Jul 19, 2024	SELL	$37.05 - $38.29 $7,409 - $7,658	-200 Reduced 1.24%	15,958 $611,000
Q4 2023 Jan 23, 2024	BUY	$33.24 - $36.16 $19,944 - $21,695	600 Added 3.86%	16,158 $583,000
Q1 2023 Apr 19, 2023	SELL	$29.91 - $31.63 $28,264 - $29,890	-945 Reduced 5.73%	15,558 $492,000
Q4 2022 Feb 14, 2023	SELL	$28.48 - $30.65 $85,724 - $92,256	-3,010 Reduced 15.43%	16,503 $496,000
Q4 2021 Mar 15, 2022	BUY	$29.29 - $30.47 $571,535 - $594,561	19,513 New	19,513 $594,000

Others Institutions Holding POCT

# of Institutions

191

Shares Held

13.4M

Call Options Held

Put Options Held

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About INNOVATOR U.S. EQUITY POWER BU

Ticker POCT
Sector ETFs
Industry ETFs

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Clay Northam Wealth Management, LLC Innovator U.S. Equity Power Bu Transaction History