Brown Wealth Management’s Innovator US Equity Power Buffer ETF March PMAR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.19M | Sell |
28,157
-7,968
| -22% | -$336K | 0.37% | 48 |
|
|
2025
Q1 | $1.44M | Buy |
36,125
+1,693
| +5% | +$67.6K | 0.5% | 41 |
|
|
2024
Q4 | $1.38M | Buy |
34,432
+5,222
| +18% | +$210K | 0.49% | 34 |
|
|
2024
Q3 | $1.15M | Sell |
29,210
-59,691
| -67% | -$2.34M | 0.41% | 39 |
|
|
2024
Q2 | $3.37M | Sell |
88,901
-2,540
| -3% | -$96.3K | 1.36% | 19 |
|
|
2024
Q1 | $3.37M | Buy |
91,441
+68,965
| +307% | +$2.54M | 1.39% | 21 |
|
|
2023
Q4 | $801K | Sell |
22,476
-11,832
| -34% | -$421K | 0.35% | 42 |
|
|
2023
Q3 | $1.15M | Buy |
34,308
+497
| +1% | +$16.6K | 0.55% | 35 |
|
|
2023
Q2 | $1.14M | Buy |
+33,811
| New | +$1.14M | 0.59% | 34 |
|