ACM
PMAR icon

Avalon Capital Management’s Innovator US Equity Power Buffer ETF March PMAR Stock Holding History

Avalon Capital Management’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
2020
Q4 		– Sell
-354,232
Closed -$9.79M – 26
2020
Q3 		$9.79M Sell
354,232
-938
-0.3% -$25.7K 9.06% 1
2020
Q2 		$9.5M Buy
+355,170
New +$9.2M 9.35% 2

Other funds holding PMAR

HighTower Advisors
HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return
ICG
InterOcean Capital Group Nashville, Tennessee $4.19B AUM 26.29% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return
PCM
Penserra Capital Management Orinda, California $13B AUM 71.84% 1-Year Est. Return
CAN
Cetera Advisor Networks El Segundo, California $20.2B AUM 22.31% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
OMC
Old Mission Capital Chicago, Illinois $6.31B AUM 20.77% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

Avalon Capital Management's PMAR Position: Q4 2020 in Review

Avalon Capital Management sold out of Innovator US Equity Power Buffer ETF March (PMAR) in Q4 2020, closing a stake of 354,232 shares — an estimated $9.79M sold.

Avalon Capital Management first reported a position in PMAR in Q2 2020 and held it in 2 quarters. The position peaked at $9.79M in Q3 2020. 34 funds tracked by Wall St. Rank hold PMAR as of Q4 2020.

  • Avalon Capital Management reported no remaining Innovator US Equity Power Buffer ETF March position as of Q4 2020 after selling out during the quarter.
  • Avalon Capital Management sold 354,232 Innovator US Equity Power Buffer ETF March shares in Q4 2020, an estimated $9.79M.
  • Avalon Capital Management first reported a position in Innovator US Equity Power Buffer ETF March in Q2 2020 and held it in 2 quarters.
  • Avalon Capital Management's Innovator US Equity Power Buffer ETF March position peaked at $9.79M in Q3 2020.
  • 34 funds tracked by Wall St. Rank held Innovator US Equity Power Buffer ETF March as of Q4 2020.

Based on Avalon Capital Management's 13F filing for Q4 2020, filed 22 Jan 2021.