BCGM Wealth Management’s Innovator US Equity Power Buffer ETF March PMAR Stock Holding History

BCGM Wealth 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
2022 Q1	–	Sell	-14,241	Closed	-$449K	–	115
2021 Q4	$449K	Hold	14,241	–	–	0.24%	67
2021 Q3	$446K	Hold	14,241	–	–	0.25%	66
2021 Q2	$437K	Hold	14,241	–	–	0.26%	66
2021 Q1	$427K	Buy	14,241 +4,169	+41%	+$120K	0.29%	62
2020 Q4	$289K	Buy	+10,072	New	+$283K	0.2%	78

Other funds holding PMAR

AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

BCM

Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return

PCM

Penserra Capital Management Orinda, California $8.52B AUM 37.76% 1-Year Est. Return

ICG

InterOcean Capital Group Nashville, Tennessee $4.19B AUM 26.29% 1-Year Est. Return

GSIS

Global Strategic Investment Solutions Scottsdale, Arizona $1.03B AUM 16.75% 1-Year Est. Return

CAN

Cetera Advisor Networks El Segundo, California $20.2B AUM 22.31% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

55I LLC Boston, Massachusetts $3.58B AUM 17.97% 1-Year Est. Return

GCP

Gill Capital Partners Denver, Colorado $348M AUM 14.74% 1-Year Est. Return

BCGM Wealth Management's PMAR Position: Q1 2022 in Review

BCGM Wealth Management sold out of Innovator US Equity Power Buffer ETF March (PMAR) in Q1 2022, closing a stake of 14,241 shares — an estimated $449K sold.

BCGM Wealth Management first reported a position in PMAR in Q4 2020 and held it in 5 quarters. The position peaked at $449K in Q4 2021. 84 funds tracked by Wall St. Rank hold PMAR as of Q1 2022.

BCGM Wealth Management reported no remaining Innovator US Equity Power Buffer ETF March position as of Q1 2022 after selling out during the quarter.
BCGM Wealth Management sold 14,241 Innovator US Equity Power Buffer ETF March shares in Q1 2022, an estimated $449K.
BCGM Wealth Management first reported a position in Innovator US Equity Power Buffer ETF March in Q4 2020 and held it in 5 quarters.
BCGM Wealth Management's Innovator US Equity Power Buffer ETF March position peaked at $449K in Q4 2021.
84 funds tracked by Wall St. Rank held Innovator US Equity Power Buffer ETF March as of Q1 2022.

Based on BCGM Wealth Management's 13F filing for Q1 2022, filed 2 May 2022.