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EverSource Wealth Advisors’s Innovator US Equity Power Buffer ETF March PMAR Stock Holding History

EverSource Wealth 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
Q4 		– Sell
-150
Closed -$5.89K – 3804
2024
Q3 		$5.89K Hold
150
– – ﹤0.01% 2160
2024
Q2 		$5.74K Hold
150
– – ﹤0.01% 2174
2024
Q1 		$5.43K Buy
+150
New +$5.42K ﹤0.01% 2011

Other funds holding PMAR

Koshinski Asset Management
Koshinski Asset Management Decatur, Illinois $1.6B AUM 20.7% 1-Year Est. Return
AllianceBernstein
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
SEP
Southland Equity Partners Wildwood, Missouri $571M AUM 22.77% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
HWM
HFG Wealth Management The Woodlands, Texas $182M AUM 14.4% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $26.4B AUM 21.05% 1-Year Est. Return

EverSource Wealth Advisors's PMAR Position: Q4 2024 in Review

EverSource Wealth Advisors sold out of Innovator US Equity Power Buffer ETF March (PMAR) in Q4 2024, closing a stake of 150 shares — an estimated $5.89K sold.

EverSource Wealth Advisors first reported a position in PMAR in Q1 2024 and held it in 3 quarters. The position peaked at $5.89K in Q3 2024. 188 funds tracked by Wall St. Rank hold PMAR as of Q4 2024.

  • EverSource Wealth Advisors reported no remaining Innovator US Equity Power Buffer ETF March position as of Q4 2024 after selling out during the quarter.
  • EverSource Wealth Advisors sold 150 Innovator US Equity Power Buffer ETF March shares in Q4 2024, an estimated $5.89K.
  • EverSource Wealth Advisors first reported a position in Innovator US Equity Power Buffer ETF March in Q1 2024 and held it in 3 quarters.
  • EverSource Wealth Advisors's Innovator US Equity Power Buffer ETF March position peaked at $5.89K in Q3 2024.
  • 188 funds tracked by Wall St. Rank held Innovator US Equity Power Buffer ETF March as of Q4 2024.

Based on EverSource Wealth Advisors's 13F filing for Q4 2024, filed 10 Feb 2025.