Personal CFO Solutions’s Innovator US Equity Power Buffer ETF March PMAR Stock Holding History

Personal CFO Solutions’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	-516,789	Closed	-$19M	–	592
2024 Q1	$19M	Buy	+516,789	New	+$18.7M	2.97%	3
2023 Q2	–	Sell	-9,879	Closed	-$318K	–	500
2023 Q1	$318K	Buy	+9,879	New	+$310K	0.07%	295
2020 Q2	–	Sell	-40,670	Closed	-$978K	–	347
2020 Q1	$978K	Buy	+40,670	New	+$989K	0.35%	63

Other funds holding PMAR

AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return

Penserra Capital Management Orinda, California $13B AUM 71.84% 1-Year Est. Return

Brookstone Capital Management Wheaton, Illinois $10B AUM 23.61% 1-Year Est. Return

SEP

Southland Equity Partners Wildwood, Missouri $583M AUM 16.78% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

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

Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

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

Kovitz Investment Group Partners Chicago, Illinois $4.52B AUM 31.84% 1-Year Est. Return

HWM

HFG Wealth Management The Woodlands, Texas $99M AUM 10.46% 1-Year Est. Return

Personal CFO Solutions's PMAR Position: Q2 2024 in Review

Personal CFO Solutions sold out of Innovator US Equity Power Buffer ETF March (PMAR) in Q2 2024, closing a stake of 516,789 shares — an estimated $19M sold.

Personal CFO Solutions first reported a position in PMAR in Q1 2020 and held it in 3 quarters. The position peaked at $19M in Q1 2024. 184 funds tracked by Wall St. Rank hold PMAR as of Q2 2024.

Personal CFO Solutions reported no remaining Innovator US Equity Power Buffer ETF March position as of Q2 2024 after selling out during the quarter.
Personal CFO Solutions sold 516,789 Innovator US Equity Power Buffer ETF March shares in Q2 2024, an estimated $19M.
Personal CFO Solutions first reported a position in Innovator US Equity Power Buffer ETF March in Q1 2020 and held it in 3 quarters.
Personal CFO Solutions's Innovator US Equity Power Buffer ETF March position peaked at $19M in Q1 2024.
184 funds tracked by Wall St. Rank held Innovator US Equity Power Buffer ETF March as of Q2 2024.

Based on Personal CFO Solutions's 13F filing for Q2 2024, filed 9 Aug 2024.