Epic Trust Investment Advisors’s Innovator US Equity Power Buffer ETF March PMAR Stock Holding History

Epic Trust Investment 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 Q2	$241K	Hold	6,352	–	–	0.27%	98
2024 Q1	$234K	Sell	6,352 -2,731	-30%	-$98.7K	0.29%	98
2023 Q4	$324K	Hold	9,083	–	–	0.43%	67
2023 Q3	$304K	Hold	9,083	–	–	0.48%	60
2023 Q2	$307K	Hold	9,083	–	–	0.44%	58
2023 Q1	$292K	Hold	9,083	–	–	0.36%	75
2022 Q4	$279K	Hold	9,083	–	–	0.42%	74
2022 Q3	$264K	Hold	9,083	–	–	0.37%	84
2022 Q2	$268K	Hold	9,083	–	–	0.51%	48
2022 Q1	$293K	Buy	+9,083	New	+$287K	0.46%	51

Other funds holding PMAR

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

BCM

Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 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 $79.5B AUM 27.1% 1-Year Est. Return

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

KAS

Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return

Kovitz Investment Group Partners Chicago, Illinois $4.31B AUM 20.41% 1-Year Est. Return

HWM

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

Epic Trust Investment Advisors's PMAR Position: Q2 2024 in Review

Epic Trust Investment Advisors held its Innovator US Equity Power Buffer ETF March (PMAR) position steady in Q2 2024 at 6,352 shares worth $241K. The position accounts for 0.27% of the portfolio, ranked #98.

Epic Trust Investment Advisors first reported a position in PMAR in Q1 2022 and has held it in 10 quarters since. The position peaked at $324K in Q4 2023. 183 funds tracked by Wall St. Rank hold PMAR as of Q2 2024.

Epic Trust Investment Advisors held 6,352 shares of Innovator US Equity Power Buffer ETF March worth $241K as of Q2 2024.
Epic Trust Investment Advisors left its Innovator US Equity Power Buffer ETF March share count unchanged in Q2 2024.
Innovator US Equity Power Buffer ETF March made up 0.27% of Epic Trust Investment Advisors's portfolio in Q2 2024, its #98 holding.
Epic Trust Investment Advisors first reported a position in Innovator US Equity Power Buffer ETF March in Q1 2022 and has held it in 10 quarters since.
Epic Trust Investment Advisors's Innovator US Equity Power Buffer ETF March position peaked at $324K in Q4 2023.
183 funds tracked by Wall St. Rank held Innovator US Equity Power Buffer ETF March as of Q2 2024.

Based on Epic Trust Investment Advisors's 13F filing for Q2 2024, filed 17 Jul 2024.