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Larson Financial Group’s Innovator US Equity Power Buffer ETF March PMAR Stock Holding History

Larson Financial Group’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
Q2 		– Sell
-389
Closed -$11K – 908
2021
Q1 		$11K Sell
389
-735
-65% -$21.2K ﹤0.01% 527
2020
Q4 		$32K Hold
1,124
– – 0.01% 282
2020
Q3 		$31K Buy
1,124
+735
+189% +$20.1K 0.01% 259
2020
Q2 		$10K Buy
+389
New +$10.1K ﹤0.01% 401

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
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $26.4B AUM 21.05% 1-Year Est. Return
PCM
Penserra Capital Management Orinda, California $8.52B AUM 37.76% 1-Year Est. Return
5L
55I LLC Boston, Massachusetts $3.58B AUM 17.97% 1-Year Est. Return
GCP
Gill Capital Partners Denver, Colorado $348M AUM 14.74% 1-Year Est. Return
HFA
Hoover Financial Advisors Malvern, Pennsylvania $562M AUM 37.9% 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

Larson Financial Group's PMAR Position: Q2 2021 in Review

Larson Financial Group sold out of Innovator US Equity Power Buffer ETF March (PMAR) in Q2 2021, closing a stake of 389 shares — an estimated $11K sold.

Larson Financial Group first reported a position in PMAR in Q2 2020 and held it in 4 quarters. The position peaked at $32K in Q4 2020. 63 funds tracked by Wall St. Rank hold PMAR as of Q2 2021.

  • Larson Financial Group reported no remaining Innovator US Equity Power Buffer ETF March position as of Q2 2021 after selling out during the quarter.
  • Larson Financial Group sold 389 Innovator US Equity Power Buffer ETF March shares in Q2 2021, an estimated $11K.
  • Larson Financial Group first reported a position in Innovator US Equity Power Buffer ETF March in Q2 2020 and held it in 4 quarters.
  • Larson Financial Group's Innovator US Equity Power Buffer ETF March position peaked at $32K in Q4 2020.
  • 63 funds tracked by Wall St. Rank held Innovator US Equity Power Buffer ETF March as of Q2 2021.

Based on Larson Financial Group's 13F filing for Q2 2021, filed 10 Aug 2021.