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Coppell Advisory Solutions’s Innovator US Equity Power Buffer ETF March PMAR Stock Holding History

Coppell Advisory Solutions’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
2025
Q1 		– Sell
-233
Closed -$9.37K – 1454
2024
Q4 		$9.37K Hold
233
– – ﹤0.01% 1135
2024
Q3 		$9.12K Hold
233
– – ﹤0.01% 1113
2024
Q2 		$8.84K Buy
+233
New +$8.62K ﹤0.01% 1048

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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
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $89.9B AUM 20.5% 1-Year Est. Return
Kovitz Investment Group Partners
Kovitz Investment Group Partners Chicago, Illinois $4.31B AUM 20.41% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Cetera Investment Advisers
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

Coppell Advisory Solutions's PMAR Position: Q1 2025 in Review

Coppell Advisory Solutions sold out of Innovator US Equity Power Buffer ETF March (PMAR) in Q1 2025, closing a stake of 233 shares — an estimated $9.37K sold.

Coppell Advisory Solutions first reported a position in PMAR in Q2 2024 and held it in 3 quarters. The position peaked at $9.37K in Q4 2024. 188 funds tracked by Wall St. Rank hold PMAR as of Q1 2025.

  • Coppell Advisory Solutions reported no remaining Innovator US Equity Power Buffer ETF March position as of Q1 2025 after selling out during the quarter.
  • Coppell Advisory Solutions sold 233 Innovator US Equity Power Buffer ETF March shares in Q1 2025, an estimated $9.37K.
  • Coppell Advisory Solutions first reported a position in Innovator US Equity Power Buffer ETF March in Q2 2024 and held it in 3 quarters.
  • Coppell Advisory Solutions's Innovator US Equity Power Buffer ETF March position peaked at $9.37K in Q4 2024.
  • 188 funds tracked by Wall St. Rank held Innovator US Equity Power Buffer ETF March as of Q1 2025.

Based on Coppell Advisory Solutions's 13F filing for Q1 2025, filed 16 May 2025.