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Great Lakes Retirement’s Innovator US Equity Power Buffer ETF March PMAR Stock Holding History

Great Lakes Retirement’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
Q3 		– Sell
-24
Closed -$905 – 526
2024
Q2 		$905 Buy
+24
New +$888 ﹤0.01% 628
2023
Q2 		– Sell
-15,312
Closed -$493K – 232
2023
Q1 		$493K Buy
+15,312
New +$480K 0.09% 168

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
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
HWM
HFG Wealth Management The Woodlands, Texas $182M AUM 14.4% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $26.4B AUM 21.05% 1-Year Est. Return
BCM
Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

Great Lakes Retirement's PMAR Position: Q3 2024 in Review

Great Lakes Retirement sold out of Innovator US Equity Power Buffer ETF March (PMAR) in Q3 2024, closing a stake of 24 shares — an estimated $905 sold.

Great Lakes Retirement first reported a position in PMAR in Q1 2023 and held it in 2 quarters. The position peaked at $493K in Q1 2023. 174 funds tracked by Wall St. Rank hold PMAR as of Q3 2024.

  • Great Lakes Retirement reported no remaining Innovator US Equity Power Buffer ETF March position as of Q3 2024 after selling out during the quarter.
  • Great Lakes Retirement sold 24 Innovator US Equity Power Buffer ETF March shares in Q3 2024, an estimated $905.
  • Great Lakes Retirement first reported a position in Innovator US Equity Power Buffer ETF March in Q1 2023 and held it in 2 quarters.
  • Great Lakes Retirement's Innovator US Equity Power Buffer ETF March position peaked at $493K in Q1 2023.
  • 174 funds tracked by Wall St. Rank held Innovator US Equity Power Buffer ETF March as of Q3 2024.

Based on Great Lakes Retirement's 13F filing for Q3 2024, filed 22 Oct 2024.