Epic Trust Investment Advisors’s Innovator US Equity Power Buffer ETF March PMAR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | $241K | Hold |
6,352
| – | – | 0.27% | 98 |
|
|
2024
Q1 | $234K | Sell |
6,352
-2,731
| -30% | -$101K | 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 | +$293K | 0.46% | 51 |
|