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FWG Investments’s Innovator US Equity Power Buffer ETF March PMAR Stock Holding History

FWG Investments’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 		– Sell
-20,571
Closed -$757K – 118
2024
Q1 		$757K Buy
+20,571
New +$743K 0.82% 27

Other funds holding PMAR

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
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
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
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $26.4B AUM 21.05% 1-Year Est. Return
Kovitz Investment Group Partners
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

FWG Investments's PMAR Position: Q2 2024 in Review

FWG Investments sold out of Innovator US Equity Power Buffer ETF March (PMAR) in Q2 2024, closing a stake of 20,571 shares — an estimated $757K sold.

FWG Investments first reported a position in PMAR in Q1 2024 and held it in 1 quarter. The position peaked at $757K in Q1 2024. 183 funds tracked by Wall St. Rank hold PMAR as of Q2 2024.

  • FWG Investments reported no remaining Innovator US Equity Power Buffer ETF March position as of Q2 2024 after selling out during the quarter.
  • FWG Investments sold 20,571 Innovator US Equity Power Buffer ETF March shares in Q2 2024, an estimated $757K.
  • FWG Investments first reported a position in Innovator US Equity Power Buffer ETF March in Q1 2024 and held it in 1 quarter.
  • FWG Investments's Innovator US Equity Power Buffer ETF March position peaked at $757K in Q1 2024.
  • 183 funds tracked by Wall St. Rank held Innovator US Equity Power Buffer ETF March as of Q2 2024.

Based on FWG Investments's 13F filing for Q2 2024, filed 14 Aug 2024.