Creative Planning
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Creative Planning’s Innovator US Equity Power Buffer ETF March PMAR Stock Holding History

Creative Planning’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
2023
Q1 		– Sell
-7,850
Closed -$241K – 2743
2022
Q4 		$241K Hold
7,850
– – ﹤0.01% 1890
2022
Q3 		$229K Sell
7,850
-1,256
-14% -$38.3K ﹤0.01% 1821
2022
Q2 		$269K Buy
+9,106
New +$280K ﹤0.01% 1692

Other funds holding PMAR

AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
SEP
Southland Equity Partners Wildwood, Missouri $571M AUM 22.77% 1-Year Est. Return
PCM
Penserra Capital Management Orinda, California $8.52B AUM 37.76% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
MCM
MAI Capital Management Independence, Ohio $17.7B AUM 18.87% 1-Year Est. Return
AWM
AE Wealth Management Topeka, Kansas $18.5B AUM 19.51% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
SCA
Stuart Chaussee & Associates Palos Verdes Estates, California $458M AUM 15.9% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return

Creative Planning's PMAR Position: Q1 2023 in Review

Creative Planning sold out of Innovator US Equity Power Buffer ETF March (PMAR) in Q1 2023, closing a stake of 7,850 shares — an estimated $241K sold.

Creative Planning first reported a position in PMAR in Q2 2022 and held it in 3 quarters. The position peaked at $269K in Q2 2022. 135 funds tracked by Wall St. Rank hold PMAR as of Q1 2023.

  • Creative Planning reported no remaining Innovator US Equity Power Buffer ETF March position as of Q1 2023 after selling out during the quarter.
  • Creative Planning sold 7,850 Innovator US Equity Power Buffer ETF March shares in Q1 2023, an estimated $241K.
  • Creative Planning first reported a position in Innovator US Equity Power Buffer ETF March in Q2 2022 and held it in 3 quarters.
  • Creative Planning's Innovator US Equity Power Buffer ETF March position peaked at $269K in Q2 2022.
  • 135 funds tracked by Wall St. Rank held Innovator US Equity Power Buffer ETF March as of Q1 2023.

Based on Creative Planning's 13F filing for Q1 2023, filed 15 May 2023.