Waterloo Capital, L.P. Innovator U.S. Equity Power Bu Transaction History

Waterloo Capital, L.P.

$949 Billion
Q4 2024

A detailed history of Waterloo Capital, L.P. transactions in Innovator U.S. Equity Power Bu stock. As of the latest transaction made, Waterloo Capital, L.P. holds 9,657 shares of POCT stock, worth $373,919. This represents 0.04% of its overall portfolio holdings.

Number of Shares

9,657

Holding current value

$373,919

% of portfolio

0.04%

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q4 2024 Feb 13, 2025	BUY	$38.63 - $40.03 $373,049 - $386,569	9,657 New	9,657 $382 Million

Others Institutions Holding POCT

# of Institutions

223

Shares Held

16.8M

Call Options Held

Put Options Held

Alliancebernstein L.P. New York, NY

1.88M
Shares

$72.9 Million
0.03% of portfolio
Penserra Capital Management LLC Orinda, CA

1.18M
Shares

$45.7 Million
0.85% of portfolio
Brookstone Capital Management

953K
Shares

$36.9 Million
0.63% of portfolio
Wealth Enhancement Advisory Services, LLC

812K
Shares

$31.4 Million
0.06% of portfolio
Raymond James Financial Inc St. Petersburg, FL

775K
Shares

$30 Million
0.01% of portfolio

View Full List

About INNOVATOR U.S. EQUITY POWER BU

Ticker POCT
Sector ETFs
Industry ETFs

More about POCT

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Waterloo Capital, L.P., based on Form 13F filings with the SEC.

News

Stay updated on Waterloo Capital, L.P. with notifications on news.

Account

Waterloo Capital, L.P. Innovator U.S. Equity Power Bu Transaction History