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Outlook Wealth Advisors’s Innovator US Equity Power Buffer ETF March PMAR Stock Holding History

Outlook Wealth 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
2024
Q2 		– Sell
-90,543
Closed -$3.33M – 285
2024
Q1 		$3.33M Buy
+90,543
New +$3.27M 1.03% 22

Other funds holding PMAR

AllianceBernstein
AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return
PCM
Penserra Capital Management Orinda, California $13B AUM 71.84% 1-Year Est. Return
BCM
Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return
SEP
Southland Equity Partners Wildwood, Missouri $571M AUM 22.77% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return
Kovitz Investment Group Partners
Kovitz Investment Group Partners Chicago, Illinois $4.52B AUM 31.84% 1-Year Est. Return
HWM
HFG Wealth Management The Woodlands, Texas $99.4M AUM 13.43% 1-Year Est. Return

Outlook Wealth Advisors's PMAR Position: Q2 2024 in Review

Outlook Wealth Advisors sold out of Innovator US Equity Power Buffer ETF March (PMAR) in Q2 2024, closing a stake of 90,543 shares — an estimated $3.33M sold.

Outlook Wealth Advisors first reported a position in PMAR in Q1 2024 and held it in 1 quarter. The position peaked at $3.33M in Q1 2024. 183 funds tracked by Wall St. Rank hold PMAR as of Q2 2024.

  • Outlook Wealth Advisors reported no remaining Innovator US Equity Power Buffer ETF March position as of Q2 2024 after selling out during the quarter.
  • Outlook Wealth Advisors sold 90,543 Innovator US Equity Power Buffer ETF March shares in Q2 2024, an estimated $3.33M.
  • Outlook Wealth Advisors first reported a position in Innovator US Equity Power Buffer ETF March in Q1 2024 and held it in 1 quarter.
  • Outlook Wealth Advisors's Innovator US Equity Power Buffer ETF March position peaked at $3.33M in Q1 2024.
  • 183 funds tracked by Wall St. Rank held Innovator US Equity Power Buffer ETF March as of Q2 2024.

Based on Outlook Wealth Advisors's 13F filing for Q2 2024, filed 18 Jul 2024.