Patriot Financial Group Insurance Agency, LLC Innovator U.S. Equity Power Bu Transaction History

Patriot Financial Group Insurance Agency, LLC

$704 Million
Q4 2024

A detailed history of Patriot Financial Group Insurance Agency, LLC transactions in Innovator U.S. Equity Power Bu stock. As of the latest transaction made, Patriot Financial Group Insurance Agency, LLC holds 32,859 shares of POCT stock, worth $1.32 Million. This represents 0.18% of its overall portfolio holdings.

Number of Shares

32,859

Previous 29,446 11.59%

Holding current value

$1.32 Million

Previous $1.15 Million 13.44%

% of portfolio

0.18%

Previous 0.16%

13 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Jan 22, 2025	BUY	$38.63 - $40.03 $131,844 - $136,622	3,413 Added 11.59%	32,859 $1.3 Million
Q3 2024 Oct 24, 2024	BUY	$37.79 - $38.95 $4,459 - $4,596	118 Added 0.4%	29,446 $1.15 Million
Q2 2024 Jul 26, 2024	SELL	$37.05 - $38.29 $21,451 - $22,169	-579 Reduced 1.94%	29,328 $1.12 Million
Q1 2024 Apr 30, 2024	SELL	$35.88 - $37.5 $10,405 - $10,875	-290 Reduced 0.96%	29,907 $1.12 Million
Q4 2023 Jan 19, 2024	BUY	$33.24 - $36.16 $269,742 - $293,438	8,115 Added 36.75%	30,197 $1.09 Million
Q3 2023 Oct 19, 2023	BUY	$33.33 - $34.11 $60,860 - $62,284	1,826 Added 9.01%	22,082 $749,000
Q1 2023 Apr 20, 2023	SELL	$29.91 - $31.63 $16,958 - $17,934	-567 Reduced 2.72%	20,256 $640,000
Q4 2022 Jan 17, 2023	BUY	$28.48 - $30.65 $235,273 - $253,199	8,261 Added 65.76%	20,823 $0
Q3 2022 Oct 31, 2022	SELL	$28.19 - $29.67 $19,310 - $20,323	-685 Reduced 5.17%	12,562 $360,000
Q2 2022 Jul 29, 2022	SELL	$27.6 - $30.33 $16,560 - $18,198	-600 Reduced 4.33%	13,247 $372,000
Q4 2021 Jan 10, 2022	BUY	$29.29 - $30.47 $167,538 - $174,288	5,720 Added 70.38%	13,847 $422,000
Q3 2021 Nov 24, 2021	BUY	$29.07 - $29.35 $17,442 - $17,610	600 Added 7.97%	8,127 $238,000
Q4 2020 Jan 15, 2021	BUY	$26.07 - $27.82 $196,228 - $209,401	7,527 New	7,527 $209,000

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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Patriot Financial Group Insurance Agency, LLC Innovator U.S. Equity Power Bu Transaction History