Bouchey Financial Group’s Innovator US Equity Power Buffer ETF March PMAR Stock Holding History

Bouchey Financial Group’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	-6,737	Closed	-$226K	–	138
2023 Q3	$226K	Sell	6,737 -65	-1%	-$2.2K	0.03%	110
2023 Q2	$230K	Sell	6,802 -1,271	-16%	-$41.6K	0.03%	95
2023 Q1	$259K	Hold	8,073	–	–	0.03%	84
2022 Q4	$248K	Sell	8,073 -4,129	-34%	-$125K	0.04%	78
2022 Q3	$355K	Hold	12,202	–	–	0.05%	65
2022 Q2	$360K	Buy	12,202 +260	+2%	+$7.99K	0.06%	64
2022 Q1	$385K	Buy	+11,942	New	+$377K	0.05%	67

Other funds holding PMAR

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 New York $1.56T AUM 27.86% 1-Year Est. Return

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

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

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

Bouchey Financial Group's PMAR Position: Q4 2023 in Review

Bouchey Financial Group sold out of Innovator US Equity Power Buffer ETF March (PMAR) in Q4 2023, closing a stake of 6,737 shares — an estimated $226K sold.

Bouchey Financial Group first reported a position in PMAR in Q1 2022 and held it in 7 quarters. The position peaked at $385K in Q1 2022. 130 funds tracked by Wall St. Rank hold PMAR as of Q4 2023.

Bouchey Financial Group reported no remaining Innovator US Equity Power Buffer ETF March position as of Q4 2023 after selling out during the quarter.
Bouchey Financial Group sold 6,737 Innovator US Equity Power Buffer ETF March shares in Q4 2023, an estimated $226K.
Bouchey Financial Group first reported a position in Innovator US Equity Power Buffer ETF March in Q1 2022 and held it in 7 quarters.
Bouchey Financial Group's Innovator US Equity Power Buffer ETF March position peaked at $385K in Q1 2022.
130 funds tracked by Wall St. Rank held Innovator US Equity Power Buffer ETF March as of Q4 2023.

Based on Bouchey Financial Group's 13F filing for Q4 2023, filed 18 Jan 2024.