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

Sugarloaf Wealth Management, LLC

$480 Million
Q4 2024

A detailed history of Sugarloaf Wealth Management, LLC transactions in Innovator U.S. Equity Power Bu stock. As of the latest transaction made, Sugarloaf Wealth Management, LLC holds 24,832 shares of POCT stock, worth $977,884. This represents 0.2% of its overall portfolio holdings.

Number of Shares

24,832

Previous 21,243 16.89%

Holding current value

$977,884

Previous $827,000 18.74%

% of portfolio

0.2%

Previous 0.17%

5 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Jan 10, 2025	BUY	$38.63 - $40.03 $138,643 - $143,667	3,589 Added 16.89%	24,832 $982,000
Q2 2024 Jul 08, 2024	SELL	$37.05 - $38.29 $574,200 - $593,418	-15,498 Reduced 42.18%	21,243 $813,000
Q4 2023 Jan 10, 2024	BUY	$33.24 - $36.16 $44,076 - $47,948	1,326 Added 3.74%	36,741 $1.33 Million
Q4 2022 Feb 03, 2023	BUY	$28.48 - $30.65 $134,824 - $145,097	4,734 Added 15.43%	35,415 $1.06 Million
Q2 2022 Jul 12, 2022	BUY	$27.6 - $30.33 $846,795 - $930,554	30,681 New	30,681 $861,000

Others Institutions Holding POCT

# of Institutions

183

Shares Held

12.1M

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