CWS
Cypress Wealth Services’s Innovator US Equity Power Buffer ETF March PMAR Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.96M | Hold |
46,429
| – | – | 0.35% | 58 |
|
|
2025
Q1 | $1.85M | Buy |
46,429
+5,418
| +13% | +$216K | 0.38% | 58 |
|
|
2024
Q4 | $1.65M | Sell |
41,011
-1,159
| -3% | -$46.6K | 0.33% | 60 |
|
|
2024
Q3 | $1.66M | Sell |
42,170
-11,428
| -21% | -$449K | 0.34% | 59 |
|
|
2024
Q2 | $2.03M | Hold |
53,598
| – | – | 0.45% | 51 |
|
|
2024
Q1 | $1.97M | Buy |
53,598
+37,285
| +229% | +$1.37M | 0.46% | 52 |
|
|
2023
Q4 | $581K | Hold |
16,313
| – | – | 0.14% | 121 |
|
|
2023
Q3 | $546K | Hold |
16,313
| – | – | 0.15% | 121 |
|
|
2023
Q2 | $555K | Hold |
16,313
| – | – | 0.15% | 125 |
|
|
2023
Q1 | $525K | Buy |
16,313
+5,311
| +48% | +$171K | 0.15% | 119 |
|
|
2022
Q4 | $338K | Hold |
11,002
| – | – | 0.11% | 166 |
|
|
2022
Q3 | $322K | Hold |
11,002
| – | – | 0.11% | 158 |
|
|
2022
Q2 | $325K | Hold |
11,002
| – | – | 0.1% | 162 |
|
|
2022
Q1 | $355K | Buy |
+11,002
| New | +$355K | 0.1% | 158 |
|