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

Pillar 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	-10,745	Closed	-$396K	–	67
2024 Q1	$396K	Hold	10,745	–	–	0.3%	54
2023 Q4	$383K	Hold	10,745	–	–	0.29%	57
2023 Q3	$360K	Hold	10,745	–	–	0.31%	52
2023 Q2	$363K	Hold	10,745	–	–	0.3%	53
2023 Q1	$346K	Hold	10,745	–	–	0.34%	48
2022 Q4	$330K	Hold	10,745	–	–	0.32%	49
2022 Q3	$313K	Hold	10,745	–	–	0.31%	45
2022 Q2	$317K	Hold	10,745	–	–	0.32%	46
2022 Q1	$347K	Hold	10,745	–	–	0.33%	38
2021 Q4	$339K	Buy	+10,745	New	+$336K	0.32%	43

Other funds holding PMAR

AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

PCM

Penserra Capital Management Orinda, California $8.52B AUM 37.76% 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 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

Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

KAS

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

Kovitz Investment Group Partners Chicago, Illinois $4.31B AUM 20.41% 1-Year Est. Return

HWM

HFG Wealth Management The Woodlands, Texas $182M AUM 14.4% 1-Year Est. Return

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

Pillar Wealth Advisors sold out of Innovator US Equity Power Buffer ETF March (PMAR) in Q2 2024, closing a stake of 10,745 shares — an estimated $396K sold.

Pillar Wealth Advisors first reported a position in PMAR in Q4 2021 and held it in 10 quarters. The position peaked at $396K in Q1 2024. 183 funds tracked by Wall St. Rank hold PMAR as of Q2 2024.

Pillar Wealth Advisors reported no remaining Innovator US Equity Power Buffer ETF March position as of Q2 2024 after selling out during the quarter.
Pillar Wealth Advisors sold 10,745 Innovator US Equity Power Buffer ETF March shares in Q2 2024, an estimated $396K.
Pillar Wealth Advisors first reported a position in Innovator US Equity Power Buffer ETF March in Q4 2021 and held it in 10 quarters.
Pillar Wealth Advisors's Innovator US Equity Power Buffer ETF March position peaked at $396K in Q1 2024.
183 funds tracked by Wall St. Rank held Innovator US Equity Power Buffer ETF March as of Q2 2024.

Based on Pillar Wealth Advisors's 13F filing for Q2 2024, filed 14 Aug 2024.