PCA Investment Advisory Services’s Innovator US Equity Buffer ETF March BMAR Stock Holding History

PCA Investment Advisory Services’s Portfolio BMAR Stock Details BMAR Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q4	–	Sell	-4,810	Closed	-$217K	–	147
2024 Q3	$217K	Hold	4,810	–	–	0.1%	141
2024 Q2	$208K	Hold	4,810	–	–	0.11%	132
2024 Q1	$200K	Buy	+4,810	New	+$195K	0.11%	133
2023 Q3	–	Sell	-3,977	Closed	-$148K	–	139
2023 Q2	$148K	Buy	+3,977	New	+$141K	0.09%	149

Other funds holding BMAR

OWA

Outlook Wealth Advisors Shenandoah, Texas $413M AUM 19.55% 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

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

RPGK

Retirement Planning Group (Kansas) Leawood, Kansas $3.23B AUM 15.3% 1-Year Est. Return

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

VBFP

Valtinson Bruner Financial Planning New Brighton, Minnesota $364M AUM 9.63% 1-Year Est. Return

KAS

Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return

MPCL

My Personal CFO LLC Vancouver, Washington $256M AUM 22.12% 1-Year Est. Return

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

PCA Investment Advisory Services's BMAR Position: Q4 2024 in Review

PCA Investment Advisory Services sold out of Innovator US Equity Buffer ETF March (BMAR) in Q4 2024, closing a stake of 4,810 shares — an estimated $217K sold.

PCA Investment Advisory Services first reported a position in BMAR in Q2 2023 and held it in 4 quarters. The position peaked at $217K in Q3 2024. 97 funds tracked by Wall St. Rank hold BMAR as of Q4 2024.

PCA Investment Advisory Services reported no remaining Innovator US Equity Buffer ETF March position as of Q4 2024 after selling out during the quarter.
PCA Investment Advisory Services sold 4,810 Innovator US Equity Buffer ETF March shares in Q4 2024, an estimated $217K.
PCA Investment Advisory Services first reported a position in Innovator US Equity Buffer ETF March in Q2 2023 and held it in 4 quarters.
PCA Investment Advisory Services's Innovator US Equity Buffer ETF March position peaked at $217K in Q3 2024.
97 funds tracked by Wall St. Rank held Innovator US Equity Buffer ETF March as of Q4 2024.

Based on PCA Investment Advisory Services's 13F filing for Q4 2024, filed 14 Jan 2025.