Oliver Lagore Vanvalin Investment Group’s Innovator US Equity Power Buffer ETF March PMAR Stock Holding History

Oliver Lagore Vanvalin Investment 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
2024 Q4	$482	Hold	12	–	–	﹤0.01%	631
2024 Q3	$471	Hold	12	–	–	﹤0.01%	626
2024 Q2	$455	Hold	12	–	–	﹤0.01%	666
2024 Q1	$442	Hold	12	–	–	﹤0.01%	672
2023 Q4	$427	Hold	12	–	–	﹤0.01%	694
2023 Q3	$402	Sell	12 -20	-63%	-$678	﹤0.01%	774
2023 Q2	$1.08K	Buy	+32	New	+$1.05K	﹤0.01%	688

Other funds holding PMAR

Koshinski Asset Management Decatur, Illinois $1.88B AUM 29.07% 1-Year Est. Return

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

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

HWM

HFG Wealth Management The Woodlands, Texas $182M AUM 14.4% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

KAS

Kestra Advisory Services Austin, Texas $26.4B AUM 21.05% 1-Year Est. Return

Oliver Lagore Vanvalin Investment Group's PMAR Position: Q4 2024 in Review

Oliver Lagore Vanvalin Investment Group held its Innovator US Equity Power Buffer ETF March (PMAR) position steady in Q4 2024 at 12 shares worth $482. The position accounts for ﹤0.01% of the portfolio, ranked #631.

Oliver Lagore Vanvalin Investment Group first reported a position in PMAR in Q2 2023 and has held it in 7 quarters since. The position peaked at $1.08K in Q2 2023. 188 funds tracked by Wall St. Rank hold PMAR as of Q4 2024.

Oliver Lagore Vanvalin Investment Group held 12 shares of Innovator US Equity Power Buffer ETF March worth $482 as of Q4 2024.
Oliver Lagore Vanvalin Investment Group left its Innovator US Equity Power Buffer ETF March share count unchanged in Q4 2024.
Innovator US Equity Power Buffer ETF March made up ﹤0.01% of Oliver Lagore Vanvalin Investment Group's portfolio in Q4 2024, its #631 holding.
Oliver Lagore Vanvalin Investment Group first reported a position in Innovator US Equity Power Buffer ETF March in Q2 2023 and has held it in 7 quarters since.
Oliver Lagore Vanvalin Investment Group's Innovator US Equity Power Buffer ETF March position peaked at $1.08K in Q2 2023.
188 funds tracked by Wall St. Rank held Innovator US Equity Power Buffer ETF March as of Q4 2024.

Based on Oliver Lagore Vanvalin Investment Group's 13F filing for Q4 2024, filed 1 Apr 2025.