Koesten Hirschmann & Crabtree’s Innovator US Equity Power Buffer ETF March PMAR Stock Holding History

Koesten Hirschmann & Crabtree’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 Q2	–	Sell	-23	Closed	-$740	–	232
2023 Q1	$740	Buy	+23	New	+$721	﹤0.01%	208

Other funds holding PMAR

AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return

SEP

Southland Equity Partners Wildwood, Missouri $571M AUM 22.77% 1-Year Est. Return

PCM

Penserra Capital Management Orinda, California $13B AUM 71.84% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

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

Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

MCM

MAI Capital Management Independence, Ohio $26.6B AUM 22.97% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return

CAN

Cetera Advisor Networks El Segundo, California $20.2B AUM 22.31% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return

Koesten Hirschmann & Crabtree's PMAR Position: Q2 2023 in Review

Koesten Hirschmann & Crabtree sold out of Innovator US Equity Power Buffer ETF March (PMAR) in Q2 2023, closing a stake of 23 shares — an estimated $740 sold.

Koesten Hirschmann & Crabtree first reported a position in PMAR in Q1 2023 and held it in 1 quarter. The position peaked at $740 in Q1 2023. 131 funds tracked by Wall St. Rank hold PMAR as of Q2 2023.

Koesten Hirschmann & Crabtree reported no remaining Innovator US Equity Power Buffer ETF March position as of Q2 2023 after selling out during the quarter.
Koesten Hirschmann & Crabtree sold 23 Innovator US Equity Power Buffer ETF March shares in Q2 2023, an estimated $740.
Koesten Hirschmann & Crabtree first reported a position in Innovator US Equity Power Buffer ETF March in Q1 2023 and held it in 1 quarter.
Koesten Hirschmann & Crabtree's Innovator US Equity Power Buffer ETF March position peaked at $740 in Q1 2023.
131 funds tracked by Wall St. Rank held Innovator US Equity Power Buffer ETF March as of Q2 2023.

Based on Koesten Hirschmann & Crabtree's 13F filing for Q2 2023, filed 26 Jul 2023.