Heritage Wealth Partners’s Innovator Growth-100 Power Buffer ETF - March NMAR Stock Holding History

Heritage Wealth Partners’s Portfolio NMAR Stock Details NMAR Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q1	$269K	Buy	+10,625	New	+$273K	0.41%	48

Other funds holding NMAR

AWA

Arete Wealth Advisors Chicago, Illinois $1.51B AUM 33.02% 1-Year Est. Return

CAM

Cresset Asset Management Chicago, Illinois $27.6B AUM 31.92% 1-Year Est. Return

Corrado Advisors Ramsey, New Jersey $217M AUM 26.96% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return

Phoenix Financial Givatayim, Israel $14.6B AUM 57.48% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return

NewEdge Advisors New Orleans, Louisiana $33.6B AUM 31.03% 1-Year Est. Return

AWS

Atria Wealth Solutions New York $4.42B AUM 16.4% 1-Year Est. Return

Heritage Wealth Partners's NMAR Position: Q1 2025 in Review

Heritage Wealth Partners opened a new position in Innovator Growth-100 Power Buffer ETF - March (NMAR) in Q1 2025: 10,625 shares worth $269K. The stake represents 0.41% of the portfolio and ranks #48 among its holdings.

24 funds tracked by Wall St. Rank hold NMAR as of Q1 2025.

Heritage Wealth Partners held 10,625 shares of Innovator Growth-100 Power Buffer ETF - March worth $269K as of Q1 2025.
Innovator Growth-100 Power Buffer ETF - March was a new Heritage Wealth Partners position in Q1 2025.
Innovator Growth-100 Power Buffer ETF - March made up 0.41% of Heritage Wealth Partners's portfolio in Q1 2025, its #48 holding.
24 funds tracked by Wall St. Rank held Innovator Growth-100 Power Buffer ETF - March as of Q1 2025.

Based on Heritage Wealth Partners's 13F filing for Q1 2025, filed 14 May 2025.