CPA
PMAR icon

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

Clear Point 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
Q4 		– Sell
-3,575
Closed -$140K – 418
2024
Q3 		$140K Hold
3,575
– – 0.11% 125
2024
Q2 		$136K Hold
3,575
– – 0.11% 124
2024
Q1 		$132K Sell
3,575
-400
-10% -$14.5K 0.11% 127
2023
Q4 		$142K Buy
+3,975
New +$137K 0.13% 119

Other funds holding PMAR

Koshinski Asset Management
Koshinski Asset Management Decatur, Illinois $1.6B AUM 20.7% 1-Year Est. Return
AllianceBernstein
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
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
HWM
HFG Wealth Management The Woodlands, Texas $182M AUM 14.4% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $26.4B AUM 21.05% 1-Year Est. Return

Clear Point Advisors's PMAR Position: Q4 2024 in Review

Clear Point Advisors sold out of Innovator US Equity Power Buffer ETF March (PMAR) in Q4 2024, closing a stake of 3,575 shares — an estimated $140K sold.

Clear Point Advisors first reported a position in PMAR in Q4 2023 and held it in 4 quarters. The position peaked at $142K in Q4 2023. 188 funds tracked by Wall St. Rank hold PMAR as of Q4 2024.

  • Clear Point Advisors reported no remaining Innovator US Equity Power Buffer ETF March position as of Q4 2024 after selling out during the quarter.
  • Clear Point Advisors sold 3,575 Innovator US Equity Power Buffer ETF March shares in Q4 2024, an estimated $140K.
  • Clear Point Advisors first reported a position in Innovator US Equity Power Buffer ETF March in Q4 2023 and held it in 4 quarters.
  • Clear Point Advisors's Innovator US Equity Power Buffer ETF March position peaked at $142K in Q4 2023.
  • 188 funds tracked by Wall St. Rank held Innovator US Equity Power Buffer ETF March as of Q4 2024.

Based on Clear Point Advisors's 13F filing for Q4 2024, filed 3 Feb 2025.