LWM
PMAR icon

Liberty Wealth Management’s Innovator US Equity Power Buffer ETF March PMAR Stock Holding History

Liberty Wealth 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
2024
Q3 		– Sell
-33,521
Closed -$34K – 248
2024
Q2 		$34K Buy
+33,521
New +$1.24M 0.01% 220

Other funds holding PMAR

AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
PCM
Penserra Capital Management Orinda, California $8.52B AUM 37.76% 1-Year Est. Return
SEP
Southland Equity Partners Wildwood, Missouri $571M AUM 22.77% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
HWM
HFG Wealth Management The Woodlands, Texas $182M AUM 14.4% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $26.4B AUM 21.05% 1-Year Est. Return
BCM
Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

Liberty Wealth Management's PMAR Position: Q3 2024 in Review

Liberty Wealth Management sold out of Innovator US Equity Power Buffer ETF March (PMAR) in Q3 2024, closing a stake of 33,521 shares — an estimated $34K sold.

Liberty Wealth Management first reported a position in PMAR in Q2 2024 and held it in 1 quarter. The position peaked at $34K in Q2 2024. 174 funds tracked by Wall St. Rank hold PMAR as of Q3 2024.

  • Liberty Wealth Management reported no remaining Innovator US Equity Power Buffer ETF March position as of Q3 2024 after selling out during the quarter.
  • Liberty Wealth Management sold 33,521 Innovator US Equity Power Buffer ETF March shares in Q3 2024, an estimated $34K.
  • Liberty Wealth Management first reported a position in Innovator US Equity Power Buffer ETF March in Q2 2024 and held it in 1 quarter.
  • Liberty Wealth Management's Innovator US Equity Power Buffer ETF March position peaked at $34K in Q2 2024.
  • 174 funds tracked by Wall St. Rank held Innovator US Equity Power Buffer ETF March as of Q3 2024.

Based on Liberty Wealth Management's 13F filing for Q3 2024, filed 4 Nov 2024.