Cetera Advisors’s Innovator US Equity Power Buffer ETF March PMAR Stock Holding History

Cetera Advisors’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 Q1	$4.17M	Buy	113,250 +62,704	+124%	+$2.27M	0.03%	516
2023 Q4	$1.8M	Sell	50,546 -1,446	-3%	-$49.8K	0.02%	542
2023 Q3	$1.74M	Sell	51,992 -363	-0.7%	-$12.3K	0.03%	514
2023 Q2	$1.77M	Sell	52,355 -826	-2%	-$27K	0.03%	508
2023 Q1	$1.71M	Buy	53,181 +26,762	+101%	+$839K	0.03%	500
2022 Q4	$812K	Hold	26,419	–	–	0.01%	751
2022 Q3	$769K	Buy	26,419 +3,029	+13%	+$92.3K	0.02%	614
2022 Q2	$690K	Buy	23,390 +10,423	+80%	+$320K	0.02%	703
2022 Q1	$419K	Buy	+12,967	New	+$409K	0.01%	962
2021 Q2	–	Sell	-10,100	Closed	-$298K	–	1350
2021 Q1	$298K	Buy	+10,100	New	+$291K	0.01%	956

Other funds holding PMAR

AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

AWM

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

BCM

Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 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

SEP

Southland Equity Partners Wildwood, Missouri $571M AUM 22.77% 1-Year Est. Return

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

PCS

Personal CFO Solutions Chester, New Jersey $712M AUM 25.3% 1-Year Est. Return

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

MCM

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

Cetera Advisors's PMAR Position: Q1 2024 in Review

Cetera Advisors increased its Innovator US Equity Power Buffer ETF March (PMAR) stake by 124% in Q1 2024, buying an estimated $2.27M and bringing the position to 113,250 shares worth $4.17M. The position accounts for 0.03% of the portfolio, ranked #516.

Cetera Advisors first reported a position in PMAR in Q1 2021 and has held it in 10 quarters since. 175 funds tracked by Wall St. Rank hold PMAR as of Q1 2024.

Cetera Advisors held 113,250 shares of Innovator US Equity Power Buffer ETF March worth $4.17M as of Q1 2024.
Cetera Advisors bought 62,704 Innovator US Equity Power Buffer ETF March shares in Q1 2024, an estimated $2.27M.
Innovator US Equity Power Buffer ETF March made up 0.03% of Cetera Advisors's portfolio in Q1 2024, its #516 holding.
Cetera Advisors first reported a position in Innovator US Equity Power Buffer ETF March in Q1 2021 and has held it in 10 quarters since.
175 funds tracked by Wall St. Rank held Innovator US Equity Power Buffer ETF March as of Q1 2024.

Based on Cetera Advisors's 13F filing for Q1 2024, filed 15 May 2024.