Comprehensive Financial Consultants Institutional’s Innovator US Equity Power Buffer ETF March PMAR Stock Holding History

Comprehensive Financial Consultants Institutional’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	-90,778	Closed	-$3.56M	–	173
2024 Q3	$3.56M	Sell	90,778 -4,564	-5%	-$175K	1.3%	24
2024 Q2	$3.62M	Sell	95,342 -2,032	-2%	-$75.2K	1.42%	21
2024 Q1	$3.58M	Buy	+97,374	New	+$3.52M	1.49%	14

Other funds holding PMAR

Koshinski Asset Management Decatur, Illinois $1.6B AUM 20.7% 1-Year Est. Return

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 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

HWM

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

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

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

Comprehensive Financial Consultants Institutional's PMAR Position: Q4 2024 in Review

Comprehensive Financial Consultants Institutional sold out of Innovator US Equity Power Buffer ETF March (PMAR) in Q4 2024, closing a stake of 90,778 shares — an estimated $3.56M sold.

Comprehensive Financial Consultants Institutional first reported a position in PMAR in Q1 2024 and held it in 3 quarters. The position peaked at $3.62M in Q2 2024. 188 funds tracked by Wall St. Rank hold PMAR as of Q4 2024.

Comprehensive Financial Consultants Institutional reported no remaining Innovator US Equity Power Buffer ETF March position as of Q4 2024 after selling out during the quarter.
Comprehensive Financial Consultants Institutional sold 90,778 Innovator US Equity Power Buffer ETF March shares in Q4 2024, an estimated $3.56M.
Comprehensive Financial Consultants Institutional first reported a position in Innovator US Equity Power Buffer ETF March in Q1 2024 and held it in 3 quarters.
Comprehensive Financial Consultants Institutional's Innovator US Equity Power Buffer ETF March position peaked at $3.62M in Q2 2024.
188 funds tracked by Wall St. Rank held Innovator US Equity Power Buffer ETF March as of Q4 2024.

Based on Comprehensive Financial Consultants Institutional's 13F filing for Q4 2024, filed 24 Jan 2025.