Atticus Wealth Management’s Innovator US Equity Power Buffer ETF March PMAR Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $2.77M | Hold |
65,615
| – | – | 0.75% | 24 |
|
2025
Q1 | $2.62M | Sell |
65,615
-1,590
| -2% | -$63.5K | 0.86% | 21 |
|
2024
Q4 | $2.7M | Hold |
67,205
| – | – | 0.84% | 23 |
|
2024
Q3 | $2.64M | Hold |
67,205
| – | – | 0.85% | 21 |
|
2024
Q2 | $2.55M | Hold |
67,205
| – | – | 0.83% | 23 |
|
2024
Q1 | $2.47M | Buy |
67,205
+2,305
| +4% | +$84.8K | 0.81% | 22 |
|
2023
Q4 | $2.31M | Hold |
64,900
| – | – | 0.82% | 21 |
|
2023
Q3 | $2.17M | Sell |
64,900
-400
| -0.6% | -$13.4K | 0.83% | 23 |
|
2023
Q2 | $2.21M | Hold |
65,300
| – | – | 0.81% | 23 |
|
2023
Q1 | $2.1M | Buy |
+65,300
| New | +$2.1M | 0.8% | 22 |
|