BWM
Buska Wealth Management’s Innovator US Equity Power Buffer ETF March PMAR Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $358K | Sell |
8,484
-1,119
| -12% | -$47.3K | 0.1% | 46 |
|
|
2025
Q1 | $383K | Sell |
9,603
-416
| -4% | -$16.6K | 0.12% | 43 |
|
|
2024
Q4 | $403K | Sell |
10,019
-1,479
| -13% | -$59.4K | 0.13% | 40 |
|
|
2024
Q3 | $451K | Sell |
11,498
-3,124
| -21% | -$123K | 0.16% | 37 |
|
|
2024
Q2 | $554K | Sell |
14,622
-6,040
| -29% | -$229K | 0.22% | 30 |
|
|
2024
Q1 | $761K | Buy |
+20,662
| New | +$761K | 0.33% | 26 |
|