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Evermay Wealth Management’s Innovator US Equity Power Buffer ETF March PMAR Stock Holding History

Evermay Wealth Management’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
Q3 		– Sell
-12,800
Closed -$432K – 577
2023
Q2 		$432K Hold
12,800
– – 0.08% 113
2023
Q1 		$412K Buy
+12,800
New +$401K 0.08% 111

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CAN
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NA
NewEdge Advisors New Orleans, Louisiana $27.7B AUM 22.98% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
WP
WealthSource Partners San Luis Obispo, California $1.54B AUM 16.68% 1-Year Est. Return
LNC
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Evermay Wealth Management's PMAR Position: Q3 2023 in Review

Evermay Wealth Management sold out of Innovator US Equity Power Buffer ETF March (PMAR) in Q3 2023, closing a stake of 12,800 shares — an estimated $432K sold.

Evermay Wealth Management first reported a position in PMAR in Q1 2023 and held it in 2 quarters. The position peaked at $432K in Q2 2023. 126 funds tracked by Wall St. Rank hold PMAR as of Q3 2023.

  • Evermay Wealth Management reported no remaining Innovator US Equity Power Buffer ETF March position as of Q3 2023 after selling out during the quarter.
  • Evermay Wealth Management sold 12,800 Innovator US Equity Power Buffer ETF March shares in Q3 2023, an estimated $432K.
  • Evermay Wealth Management first reported a position in Innovator US Equity Power Buffer ETF March in Q1 2023 and held it in 2 quarters.
  • Evermay Wealth Management's Innovator US Equity Power Buffer ETF March position peaked at $432K in Q2 2023.
  • 126 funds tracked by Wall St. Rank held Innovator US Equity Power Buffer ETF March as of Q3 2023.

Based on Evermay Wealth Management's 13F filing for Q3 2023, filed 14 Nov 2023.