Geneos Wealth Management’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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $120K | Sell |
2,850
-2,850
| -50% | -$120K | ﹤0.01% | 1176 |
|
|
2025
Q1 | $228K | Buy |
5,700
+2,850
| +100% | +$114K | ﹤0.01% | 1173 |
|
|
2024
Q4 | $115K | Hold |
2,850
| – | – | ﹤0.01% | 1019 |
|
|
2024
Q3 | $112K | Hold |
2,850
| – | – | ﹤0.01% | 934 |
|
|
2024
Q2 | $108K | Hold |
2,850
| – | – | ﹤0.01% | 847 |
|
|
2024
Q1 | $105K | Buy |
+2,850
| New | +$105K | ﹤0.01% | 833 |
|