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Lloyd Advisory Services’s Innovator US Equity Power Buffer ETF March PMAR Stock Holding History

Lloyd Advisory Services’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
2022
Q4 		$2.38M Buy
77,586
+638
+0.8% +$19.4K 1.66% 15
2022
Q3 		$2.24M Buy
+76,948
New +$2.34M 1.64% 16

Other funds holding PMAR

AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
TW
Transform Wealth Greenwood Village, Colorado $1.65B AUM 19.1% 1-Year Est. Return
PCM
Penserra Capital Management Orinda, California $8.52B AUM 37.76% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
AWM
AE Wealth Management Topeka, Kansas $21.5B AUM 26.98% 1-Year Est. Return
ICG
InterOcean Capital Group Nashville, Tennessee $4.19B AUM 26.29% 1-Year Est. Return
CAN
Cetera Advisor Networks El Segundo, California $20.2B AUM 22.31% 1-Year Est. Return
LNC
Lincoln National Corp Radnor, Pennsylvania $3.91B AUM 14.77% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Lloyd Advisory Services's PMAR Position: Q4 2022 in Review

Lloyd Advisory Services increased its Innovator US Equity Power Buffer ETF March (PMAR) stake by 0.83% in Q4 2022, buying an estimated $19.4K and bringing the position to 77,586 shares worth $2.38M. The position accounts for 1.66% of the portfolio, ranked #15.

Lloyd Advisory Services first reported a position in PMAR in Q3 2022 and has held it in 2 quarters since. 92 funds tracked by Wall St. Rank hold PMAR as of Q4 2022.

  • Lloyd Advisory Services held 77,586 shares of Innovator US Equity Power Buffer ETF March worth $2.38M as of Q4 2022.
  • Lloyd Advisory Services bought 638 Innovator US Equity Power Buffer ETF March shares in Q4 2022, an estimated $19.4K.
  • Innovator US Equity Power Buffer ETF March made up 1.66% of Lloyd Advisory Services's portfolio in Q4 2022, its #15 holding.
  • Lloyd Advisory Services first reported a position in Innovator US Equity Power Buffer ETF March in Q3 2022 and has held it in 2 quarters since.
  • 92 funds tracked by Wall St. Rank held Innovator US Equity Power Buffer ETF March as of Q4 2022.

Based on Lloyd Advisory Services's 13F filing for Q4 2022, filed 27 Jan 2023.