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Optimum Investment Advisors’s Innovator US Equity Power Buffer ETF March PMAR Stock Holding History

Optimum Investment Advisors’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
-1,000
Closed -$30K – 958
2021
Q1 		$30K Buy
+1,000
New +$28.8K 0.01% 602

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

Optimum Investment Advisors's PMAR Position: Q2 2021 in Review

Optimum Investment Advisors sold out of Innovator US Equity Power Buffer ETF March (PMAR) in Q2 2021, closing a stake of 1,000 shares — an estimated $30K sold.

Optimum Investment Advisors first reported a position in PMAR in Q1 2021 and held it in 1 quarter. The position peaked at $30K in Q1 2021. 63 funds tracked by Wall St. Rank hold PMAR as of Q2 2021.

  • Optimum Investment Advisors reported no remaining Innovator US Equity Power Buffer ETF March position as of Q2 2021 after selling out during the quarter.
  • Optimum Investment Advisors sold 1,000 Innovator US Equity Power Buffer ETF March shares in Q2 2021, an estimated $30K.
  • Optimum Investment Advisors first reported a position in Innovator US Equity Power Buffer ETF March in Q1 2021 and held it in 1 quarter.
  • Optimum Investment Advisors's Innovator US Equity Power Buffer ETF March position peaked at $30K in Q1 2021.
  • 63 funds tracked by Wall St. Rank held Innovator US Equity Power Buffer ETF March as of Q2 2021.

Based on Optimum Investment Advisors's 13F filing for Q2 2021, filed 2 Aug 2021.