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Authentikos Wealth Advisory’s Innovator US Equity Power Buffer ETF March PMAR Stock Holding History

Authentikos Wealth Advisory’s Portfolio PMAR Stock Details PMAR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q4 		– Sell
-289
Closed -$9.68K – 446
2023
Q3 		$9.68K Buy
+289
New +$9.8K 0.01% 241

Other funds holding PMAR

AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
PCM
Penserra Capital Management Orinda, California $8.52B AUM 37.76% 1-Year Est. Return
SEP
Southland Equity Partners Wildwood, Missouri $571M AUM 22.77% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
WP
WealthSource Partners San Luis Obispo, California $1.54B AUM 16.68% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
CAN
Cetera Advisor Networks El Segundo, California $20.2B AUM 22.31% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $26.4B AUM 21.05% 1-Year Est. Return

Authentikos Wealth Advisory's PMAR Position: Q4 2023 in Review

Authentikos Wealth Advisory sold out of Innovator US Equity Power Buffer ETF March (PMAR) in Q4 2023, closing a stake of 289 shares — an estimated $9.68K sold.

Authentikos Wealth Advisory first reported a position in PMAR in Q3 2023 and held it in 1 quarter. The position peaked at $9.68K in Q3 2023. 130 funds tracked by Wall St. Rank hold PMAR as of Q4 2023.

  • Authentikos Wealth Advisory reported no remaining Innovator US Equity Power Buffer ETF March position as of Q4 2023 after selling out during the quarter.
  • Authentikos Wealth Advisory sold 289 Innovator US Equity Power Buffer ETF March shares in Q4 2023, an estimated $9.68K.
  • Authentikos Wealth Advisory first reported a position in Innovator US Equity Power Buffer ETF March in Q3 2023 and held it in 1 quarter.
  • Authentikos Wealth Advisory's Innovator US Equity Power Buffer ETF March position peaked at $9.68K in Q3 2023.
  • 130 funds tracked by Wall St. Rank held Innovator US Equity Power Buffer ETF March as of Q4 2023.

Based on Authentikos Wealth Advisory's 13F filing for Q4 2023, filed 30 Jan 2024.