Cedar Brook Financial Partners’s Innovator US Equity Power Buffer ETF March PMAR Stock Holding History

Cedar Brook Financial Partners’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
2024 Q2	–	Sell	-7,623	Closed	-$281K	–	294
2024 Q1	$281K	Buy	+7,623	New	+$275K	0.06%	332
2023 Q3	–	Sell	-10,830	Closed	-$366K	–	412
2023 Q2	$366K	Sell	10,830 -6,950	-39%	-$227K	0.09%	238
2023 Q1	$572K	Sell	17,780 -595	-3%	-$18.6K	0.15%	159
2022 Q4	$564K	Hold	18,375	–	–	0.16%	151
2022 Q3	$535K	Buy	+18,375	New	+$560K	0.17%	153

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

BCM

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

SEP

Southland Equity Partners Wildwood, Missouri $571M AUM 22.77% 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

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

KAS

Kestra Advisory Services Austin, Texas $26.4B AUM 21.05% 1-Year Est. Return

Kovitz Investment Group Partners Chicago, Illinois $4.31B AUM 20.41% 1-Year Est. Return

HWM

HFG Wealth Management The Woodlands, Texas $182M AUM 14.4% 1-Year Est. Return

Cedar Brook Financial Partners's PMAR Position: Q2 2024 in Review

Cedar Brook Financial Partners sold out of Innovator US Equity Power Buffer ETF March (PMAR) in Q2 2024, closing a stake of 7,623 shares — an estimated $281K sold.

Cedar Brook Financial Partners first reported a position in PMAR in Q3 2022 and held it in 5 quarters. The position peaked at $572K in Q1 2023. 183 funds tracked by Wall St. Rank hold PMAR as of Q2 2024.

Cedar Brook Financial Partners reported no remaining Innovator US Equity Power Buffer ETF March position as of Q2 2024 after selling out during the quarter.
Cedar Brook Financial Partners sold 7,623 Innovator US Equity Power Buffer ETF March shares in Q2 2024, an estimated $281K.
Cedar Brook Financial Partners first reported a position in Innovator US Equity Power Buffer ETF March in Q3 2022 and held it in 5 quarters.
Cedar Brook Financial Partners's Innovator US Equity Power Buffer ETF March position peaked at $572K in Q1 2023.
183 funds tracked by Wall St. Rank held Innovator US Equity Power Buffer ETF March as of Q2 2024.

Based on Cedar Brook Financial Partners's 13F filing for Q2 2024, filed 15 Jul 2024.