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John W. Brooker & Co’s Innovator US Equity Power Buffer ETF March PMAR Stock Holding History

John W. Brooker & Co’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
2023
Q4 		– Sell
-8,800
Closed -$295K – 72
2023
Q3 		$295K Sell
8,800
-1,460
-14% -$49.5K 0.19% 57
2023
Q2 		$346K Buy
10,260
+2,165
+27% +$70.8K 0.22% 53
2023
Q1 		$261K Buy
+8,095
New +$254K 0.17% 58

Other funds holding PMAR

AllianceBernstein
AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return
PCM
Penserra Capital Management Orinda, California $13B AUM 71.84% 1-Year Est. Return
SEP
Southland Equity Partners Wildwood, Missouri $571M AUM 22.77% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
WP
WealthSource Partners San Luis Obispo, California $1.54B AUM 16.68% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
CAN
Cetera Advisor Networks El Segundo, California $20.2B AUM 22.31% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return

John W. Brooker & Co's PMAR Position: Q4 2023 in Review

John W. Brooker & Co sold out of Innovator US Equity Power Buffer ETF March (PMAR) in Q4 2023, closing a stake of 8,800 shares — an estimated $295K sold.

John W. Brooker & Co first reported a position in PMAR in Q1 2023 and held it in 3 quarters. The position peaked at $346K in Q2 2023. 130 funds tracked by Wall St. Rank hold PMAR as of Q4 2023.

  • John W. Brooker & Co reported no remaining Innovator US Equity Power Buffer ETF March position as of Q4 2023 after selling out during the quarter.
  • John W. Brooker & Co sold 8,800 Innovator US Equity Power Buffer ETF March shares in Q4 2023, an estimated $295K.
  • John W. Brooker & Co first reported a position in Innovator US Equity Power Buffer ETF March in Q1 2023 and held it in 3 quarters.
  • John W. Brooker & Co's Innovator US Equity Power Buffer ETF March position peaked at $346K in Q2 2023.
  • 130 funds tracked by Wall St. Rank held Innovator US Equity Power Buffer ETF March as of Q4 2023.

Based on John W. Brooker & Co's 13F filing for Q4 2023, filed 18 Jan 2024.