Pensionmark Financial Group, LLC Innovator U.S. Equity Power Bu Transaction History

Pensionmark Financial Group, LLC

$3.54 Billion
Q4 2024

A detailed history of Pensionmark Financial Group, LLC transactions in Innovator U.S. Equity Power Bu stock. As of the latest transaction made, Pensionmark Financial Group, LLC holds 7,183 shares of POCT stock, worth $287,176. This represents 0.01% of its overall portfolio holdings.

Number of Shares

7,183

Previous 6,770 6.1%

Holding current value

$287,176

Previous $263,000 7.98%

% of portfolio

0.01%

Previous 0.01%

9 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Feb 12, 2025	BUY	$38.63 - $40.03 $15,954 - $16,532	413 Added 6.1%	7,183 $284,000
Q3 2024 Nov 14, 2024	BUY	$37.79 - $38.95 $39,679 - $40,897	1,050 Added 18.36%	6,770 $263,000
Q4 2023 Feb 14, 2024	BUY	$33.24 - $36.16 $190,132 - $206,835	5,720 New	5,720 $206,000
Q2 2022 Aug 09, 2022	SELL	$27.6 - $30.33 $184,092 - $202,301	-6,670 Closed	0 $0
Q1 2022 May 12, 2022	BUY	$29.01 - $30.55 $193,496 - $203,768	6,670 New	6,670 $202,000
Q3 2021 Nov 12, 2021	SELL	$29.07 - $29.35 $201,745 - $203,689	-6,940 Closed	0 $0
Q2 2021 Aug 12, 2021	BUY	$28.56 - $29.12 $198,206 - $202,092	6,940 New	6,940 $202,000
Q4 2020 Feb 16, 2021	SELL	$26.07 - $27.82 $217,423 - $232,018	-8,340 Closed	0 $0
Q2 2020 Aug 14, 2020	BUY	$22.0 - $25.52 $183,480 - $212,836	8,340 New	8,340 $217,000

Others Institutions Holding POCT

# of Institutions

223

Shares Held

16.1M

Call Options Held

Put Options Held

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About INNOVATOR U.S. EQUITY POWER BU

Ticker POCT
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Pensionmark Financial Group, LLC Innovator U.S. Equity Power Bu Transaction History