OWA
ORBA Wealth Advisors’s Innovator US Equity Power Buffer ETF March PMAR Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $830K | Sell |
19,643
-900
| -4% | -$38K | 0.76% | 36 |
|
|
2025
Q1 | $820K | Hold |
20,543
| – | – | 0.41% | 46 |
|
|
2024
Q4 | $826K | Hold |
20,543
| – | – | 0.43% | 47 |
|
|
2024
Q3 | $806K | Sell |
20,543
-1,030
| -5% | -$40.4K | 0.41% | 46 |
|
|
2024
Q2 | $818K | Buy |
21,573
+12,060
| +127% | +$457K | 0.42% | 45 |
|
|
2024
Q1 | $350K | Buy |
+9,513
| New | +$350K | 0.19% | 72 |
|