Mariner Independent Advisor Network’s Innovator US Equity Power Buffer ETF May PMAY Stock Holding History

Mariner Independent Advisor Network’s Portfolio PMAY Stock Details PMAY Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2022 Q3	$737K	Hold	27,494	–	–	0.03%	424
2022 Q2	$751K	Buy	27,494 +1,574	+6%	+$45.2K	0.03%	416
2022 Q1	$794K	Sell	25,920 -15,280	-37%	-$461K	0.03%	393
2021 Q4	$1.39M	Sell	41,200 -9,920	-19%	-$300K	0.07%	284
2021 Q3	$1.74M	Buy	51,120 +2,655	+5%	+$78.9K	0.08%	253
2021 Q2	$1.63M	Buy	+48,465	New	+$1.41M	0.07%	278

Other funds holding PMAY

Wealthquest Cincinnati, Ohio $1.59B AUM 18.1% 1-Year Est. Return

AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

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

Gradient Investments Arden Hills, Minnesota $7.25B AUM 20.71% 1-Year Est. Return

PCM

Penserra Capital Management Orinda, California $8.52B AUM 37.76% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

AWM

AE Wealth Management Topeka, Kansas $21.5B AUM 26.98% 1-Year Est. Return

IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return

RJFSA

Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

Mariner Independent Advisor Network's PMAY Position: Q3 2022 in Review

Mariner Independent Advisor Network held its Innovator US Equity Power Buffer ETF May (PMAY) position steady in Q3 2022 at 27,494 shares worth $737K. The position accounts for 0.03% of the portfolio, ranked #424.

Mariner Independent Advisor Network first reported a position in PMAY in Q2 2021 and has held it in 6 quarters since. The position peaked at $1.74M in Q3 2021. 105 funds tracked by Wall St. Rank hold PMAY as of Q3 2022.

Mariner Independent Advisor Network held 27,494 shares of Innovator US Equity Power Buffer ETF May worth $737K as of Q3 2022.
Mariner Independent Advisor Network left its Innovator US Equity Power Buffer ETF May share count unchanged in Q3 2022.
Innovator US Equity Power Buffer ETF May made up 0.03% of Mariner Independent Advisor Network's portfolio in Q3 2022, its #424 holding.
Mariner Independent Advisor Network first reported a position in Innovator US Equity Power Buffer ETF May in Q2 2021 and has held it in 6 quarters since.
Mariner Independent Advisor Network's Innovator US Equity Power Buffer ETF May position peaked at $1.74M in Q3 2021.
105 funds tracked by Wall St. Rank held Innovator US Equity Power Buffer ETF May as of Q3 2022.

Based on Mariner Independent Advisor Network's 13F filing for Q3 2022, filed 10 Nov 2022.