Kingsview 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 | $1.78M | Buy |
42,227
+25,470
| +152% | +$1.08M | 0.03% | 454 |
|
|
2025
Q1 | $669K | Sell |
16,757
-277
| -2% | -$11.1K | 0.01% | 641 |
|
|
2024
Q4 | $685K | Hold |
17,034
| – | – | 0.01% | 652 |
|
|
2024
Q3 | $669K | Sell |
17,034
-133
| -0.8% | -$5.22K | 0.01% | 628 |
|
|
2024
Q2 | $651K | Sell |
17,167
-305
| -2% | -$11.6K | 0.02% | 613 |
|
|
2024
Q1 | $643K | Buy |
17,472
+8,342
| +91% | +$307K | 0.02% | 609 |
|
|
2023
Q4 | $325K | Buy |
9,130
+299
| +3% | +$10.7K | 0.01% | 737 |
|
|
2023
Q3 | $296K | Hold |
8,831
| – | – | 0.01% | 749 |
|
|
2023
Q2 | $298K | Buy |
8,831
+1,678
| +23% | +$56.7K | 0.01% | 741 |
|
|
2023
Q1 | $230K | Buy |
+7,153
| New | +$230K | 0.01% | 793 |
|
|
2022
Q4 | – | Sell |
-9,885
| Closed | -$288K | – | 888 |
|
|
2022
Q3 | $288K | Sell |
9,885
-47,537
| -83% | -$1.38M | 0.01% | 652 |
|
|
2022
Q2 | $1.7M | Buy |
57,422
+45,657
| +388% | +$1.35M | 0.08% | 246 |
|
|
2022
Q1 | $380K | Buy |
+11,765
| New | +$380K | 0.02% | 633 |
|