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PFG Investments’s Innovator US Equity Buffer ETF March BMAR Stock Holding History

PFG Investments’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
Q2 		– Sell
-20,106
Closed -$838K – 959
2024
Q1 		$838K Buy
+20,106
New +$815K 0.05% 371

Other funds holding BMAR

BCM
Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return
PCM
Penserra Capital Management Orinda, California $8.52B AUM 37.76% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
RPGK
Retirement Planning Group (Kansas) Leawood, Kansas $3.23B AUM 15.3% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
HighTower Advisors
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
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
MPCL
My Personal CFO LLC Vancouver, Washington $256M AUM 22.12% 1-Year Est. Return

PFG Investments's BMAR Position: Q2 2024 in Review

PFG Investments sold out of Innovator US Equity Buffer ETF March (BMAR) in Q2 2024, closing a stake of 20,106 shares — an estimated $838K sold.

PFG Investments first reported a position in BMAR in Q1 2024 and held it in 1 quarter. The position peaked at $838K in Q1 2024. 99 funds tracked by Wall St. Rank hold BMAR as of Q2 2024.

  • PFG Investments reported no remaining Innovator US Equity Buffer ETF March position as of Q2 2024 after selling out during the quarter.
  • PFG Investments sold 20,106 Innovator US Equity Buffer ETF March shares in Q2 2024, an estimated $838K.
  • PFG Investments first reported a position in Innovator US Equity Buffer ETF March in Q1 2024 and held it in 1 quarter.
  • PFG Investments's Innovator US Equity Buffer ETF March position peaked at $838K in Q1 2024.
  • 99 funds tracked by Wall St. Rank held Innovator US Equity Buffer ETF March as of Q2 2024.

Based on PFG Investments's 13F filing for Q2 2024, filed 7 Aug 2024.