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

Kingsview Wealth Management, LLC

$4.45 Billion
Q3 2024

A detailed history of Kingsview Wealth Management, LLC transactions in Innovator U.S. Equity Power Bu stock. As of the latest transaction made, Kingsview Wealth Management, LLC holds 6,348 shares of POCT stock, worth $255,570. This represents 0.01% of its overall portfolio holdings.

Number of Shares

6,348

Previous 6,398 0.78%

Holding current value

$255,570

Previous $244,000 1.23%

% of portfolio

0.01%

Previous 0.01%

15 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Nov 12, 2024	SELL	$37.79 - $38.95 $1,889 - $1,947	-50 Reduced 0.78%	6,348 $247,000
Q2 2024 Aug 14, 2024	SELL	$37.05 - $38.29 $114,854 - $118,699	-3,100 Reduced 32.64%	6,398 $244,000
Q1 2024 May 09, 2024	SELL	$35.88 - $37.5 $34,803 - $36,375	-970 Reduced 9.27%	9,498 $356,000
Q4 2023 Feb 08, 2024	SELL	$33.24 - $36.16 $831 - $903	-25 Reduced 0.24%	10,468 $378,000
Q3 2023 Nov 07, 2023	SELL	$33.33 - $34.11 $15,465 - $15,827	-464 Reduced 4.23%	10,493 $356,000
Q2 2023 Aug 10, 2023	SELL	$31.61 - $33.47 $177,205 - $187,632	-5,606 Reduced 33.85%	10,957 $366,000
Q1 2023 May 15, 2023	SELL	$29.91 - $31.63 $2,991 - $3,163	-100 Reduced 0.6%	16,563 $523,000
Q4 2022 Feb 13, 2023	SELL	$28.48 - $30.65 $54,852 - $59,031	-1,926 Reduced 10.36%	16,663 $501,000
Q3 2022 Nov 14, 2022	BUY	$28.19 - $29.67 $97,368 - $102,480	3,454 Added 22.82%	18,589 $532,000
Q2 2022 Aug 16, 2022	BUY	$27.6 - $30.33 $159,224 - $174,973	5,769 Added 61.6%	15,135 $425,000
Q1 2022 Feb 08, 2024	BUY	$29.01 - $30.55 $60,775 - $64,002	2,095 Added 20.01%	12,563 $379,000
Q4 2021 Feb 17, 2022	BUY	$29.29 - $30.47 $274,330 - $285,382	9,366 New	9,366 $285,000
Q2 2021 Aug 17, 2021	SELL	$28.56 - $29.12 $363,140 - $370,260	-12,715 Closed	0 $0
Q1 2021 May 24, 2021	SELL	$27.5 - $28.5 $15,125 - $15,675	-550 Reduced 4.15%	12,715 $363,000
Q4 2020 Feb 16, 2021	BUY	$26.07 - $27.82 $345,818 - $369,032	13,265 New	13,265 $369,000

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