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Institutional & Family Asset Management’s Innovator US Equity Power Buffer ETF March PMAR Stock Holding History

Institutional & Family Asset Management’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
2021
Q4 		– Sell
-1,133
Closed -$35K – 896
2021
Q3 		$35K Buy
1,133
+120
+12% +$3.69K 0.01% 382
2021
Q2 		$31K Buy
+1,013
New +$30.6K 0.01% 414

Other funds holding PMAR

Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
ICG
InterOcean Capital Group Nashville, Tennessee $4.19B AUM 26.29% 1-Year Est. Return
PCM
Penserra Capital Management Orinda, California $8.52B AUM 37.76% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
5L
55I LLC Boston, Massachusetts $3.58B AUM 17.97% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $26.4B AUM 21.05% 1-Year Est. Return
GCP
Gill Capital Partners Denver, Colorado $348M AUM 14.74% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
BWM
BCS Wealth Management Johnson City, Tennessee $555M AUM 18.41% 1-Year Est. Return

Institutional & Family Asset Management's PMAR Position: Q4 2021 in Review

Institutional & Family Asset Management sold out of Innovator US Equity Power Buffer ETF March (PMAR) in Q4 2021, closing a stake of 1,133 shares — an estimated $35K sold.

Institutional & Family Asset Management first reported a position in PMAR in Q2 2021 and held it in 2 quarters. The position peaked at $35K in Q3 2021. 58 funds tracked by Wall St. Rank hold PMAR as of Q4 2021.

  • Institutional & Family Asset Management reported no remaining Innovator US Equity Power Buffer ETF March position as of Q4 2021 after selling out during the quarter.
  • Institutional & Family Asset Management sold 1,133 Innovator US Equity Power Buffer ETF March shares in Q4 2021, an estimated $35K.
  • Institutional & Family Asset Management first reported a position in Innovator US Equity Power Buffer ETF March in Q2 2021 and held it in 2 quarters.
  • Institutional & Family Asset Management's Innovator US Equity Power Buffer ETF March position peaked at $35K in Q3 2021.
  • 58 funds tracked by Wall St. Rank held Innovator US Equity Power Buffer ETF March as of Q4 2021.

Based on Institutional & Family Asset Management's 13F filing for Q4 2021, filed 14 Feb 2022.