Pinnacle Wealth Management Group’s Innovator US Equity Power Buffer ETF March PMAR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.6M | Sell |
37,910
-300
| -0.8% | -$12.7K | 0.92% | 31 |
|
|
2025
Q1 | $1.53M | Sell |
38,210
-400
| -1% | -$16K | 1.06% | 27 |
|
|
2024
Q4 | $1.55M | Hold |
38,610
| – | – | 0.97% | 29 |
|
|
2024
Q3 | $1.52M | Hold |
38,610
| – | – | 0.96% | 30 |
|
|
2024
Q2 | $1.46M | Buy |
38,610
+2,900
| +8% | +$110K | 0.99% | 27 |
|
|
2024
Q1 | $1.31M | Buy |
35,710
+26,110
| +272% | +$961K | 0.98% | 28 |
|
|
2023
Q4 | $342K | Hold |
9,600
| – | – | 0.28% | 69 |
|
|
2023
Q3 | $322K | Hold |
9,600
| – | – | 0.29% | 66 |
|
|
2023
Q2 | $324K | Hold |
9,600
| – | – | 0.28% | 67 |
|
|
2023
Q1 | $309K | Buy |
9,600
+1,800
| +23% | +$57.9K | 0.27% | 78 |
|
|
2022
Q4 | $240K | Hold |
7,800
| – | – | 0.21% | 94 |
|
|
2022
Q3 | $227K | Hold |
7,800
| – | – | 0.2% | 99 |
|
|
2022
Q2 | $230K | Buy |
+7,800
| New | +$230K | 0.19% | 104 |
|