Better Money Decisions’s Innovator US Equity Power Buffer ETF March PMAR Stock Holding History

Better Money Decisions’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 Q1	–	Sell	-12,241	Closed	-$376K	–	70
2022 Q4	$376K	Sell	12,241 -274	-2%	-$8.31K	0.33%	44
2022 Q3	$364K	Sell	12,515 -307	-2%	-$9.35K	0.35%	41
2022 Q2	$378K	Buy	12,822 +1,814	+16%	+$55.8K	0.32%	40
2022 Q1	$355K	Buy	+11,008	New	+$348K	0.33%	47

Other funds holding PMAR

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

MCM

MAI Capital Management Independence, Ohio $17.7B AUM 18.87% 1-Year Est. Return

AWM

AE Wealth Management Topeka, Kansas $18.5B AUM 19.51% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

SCA

Stuart Chaussee & Associates Palos Verdes Estates, California $458M AUM 15.9% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return

Better Money Decisions's PMAR Position: Q1 2023 in Review

Better Money Decisions sold out of Innovator US Equity Power Buffer ETF March (PMAR) in Q1 2023, closing a stake of 12,241 shares — an estimated $376K sold.

Better Money Decisions first reported a position in PMAR in Q1 2022 and held it in 4 quarters. The position peaked at $378K in Q2 2022. 135 funds tracked by Wall St. Rank hold PMAR as of Q1 2023.

Better Money Decisions reported no remaining Innovator US Equity Power Buffer ETF March position as of Q1 2023 after selling out during the quarter.
Better Money Decisions sold 12,241 Innovator US Equity Power Buffer ETF March shares in Q1 2023, an estimated $376K.
Better Money Decisions first reported a position in Innovator US Equity Power Buffer ETF March in Q1 2022 and held it in 4 quarters.
Better Money Decisions's Innovator US Equity Power Buffer ETF March position peaked at $378K in Q2 2022.
135 funds tracked by Wall St. Rank held Innovator US Equity Power Buffer ETF March as of Q1 2023.

Based on Better Money Decisions's 13F filing for Q1 2023, filed 3 May 2023.