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B.O.S.S. Retirement Advisors’s Innovator US Equity Power Buffer ETF March PMAR Stock Holding History

B.O.S.S. Retirement Advisors’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
Q2 		– Sell
-11,957
Closed -$385K – 266
2023
Q1 		$385K Buy
11,957
+157
+1% +$4.92K 0.09% 181
2022
Q4 		$362K Buy
+11,800
New +$358K 0.09% 182

Other funds holding PMAR

AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
SEP
Southland Equity Partners Wildwood, Missouri $571M AUM 22.77% 1-Year Est. Return
PCM
Penserra Capital Management Orinda, California $8.52B AUM 37.76% 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
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
MCM
MAI Capital Management Independence, Ohio $17.7B AUM 18.87% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
CAN
Cetera Advisor Networks El Segundo, California $20.2B AUM 22.31% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return

B.O.S.S. Retirement Advisors's PMAR Position: Q2 2023 in Review

B.O.S.S. Retirement Advisors sold out of Innovator US Equity Power Buffer ETF March (PMAR) in Q2 2023, closing a stake of 11,957 shares — an estimated $385K sold.

B.O.S.S. Retirement Advisors first reported a position in PMAR in Q4 2022 and held it in 2 quarters. The position peaked at $385K in Q1 2023. 131 funds tracked by Wall St. Rank hold PMAR as of Q2 2023.

  • B.O.S.S. Retirement Advisors reported no remaining Innovator US Equity Power Buffer ETF March position as of Q2 2023 after selling out during the quarter.
  • B.O.S.S. Retirement Advisors sold 11,957 Innovator US Equity Power Buffer ETF March shares in Q2 2023, an estimated $385K.
  • B.O.S.S. Retirement Advisors first reported a position in Innovator US Equity Power Buffer ETF March in Q4 2022 and held it in 2 quarters.
  • B.O.S.S. Retirement Advisors's Innovator US Equity Power Buffer ETF March position peaked at $385K in Q1 2023.
  • 131 funds tracked by Wall St. Rank held Innovator US Equity Power Buffer ETF March as of Q2 2023.

Based on B.O.S.S. Retirement Advisors's 13F filing for Q2 2023, filed 10 Jul 2023.