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Relative Value Partners Group’s Innovator US Equity Power Buffer ETF March PMAR Stock Holding History

Relative Value Partners Group’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 		$377K Buy
+9,941
New +$368K 0.05% 244

Other funds holding PMAR

AllianceBernstein
AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return
PCM
Penserra Capital Management Orinda, California $13B AUM 71.84% 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
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return
Kovitz Investment Group Partners
Kovitz Investment Group Partners Chicago, Illinois $4.52B AUM 31.84% 1-Year Est. Return
HWM
HFG Wealth Management The Woodlands, Texas $99.4M AUM 13.43% 1-Year Est. Return

Relative Value Partners Group's PMAR Position: Q2 2024 in Review

Relative Value Partners Group opened a new position in Innovator US Equity Power Buffer ETF March (PMAR) in Q2 2024: 9,941 shares worth $377K. The stake represents 0.05% of the portfolio and ranks #244 among its holdings.

183 funds tracked by Wall St. Rank hold PMAR as of Q2 2024.

  • Relative Value Partners Group held 9,941 shares of Innovator US Equity Power Buffer ETF March worth $377K as of Q2 2024.
  • Innovator US Equity Power Buffer ETF March was a new Relative Value Partners Group position in Q2 2024.
  • Innovator US Equity Power Buffer ETF March made up 0.05% of Relative Value Partners Group's portfolio in Q2 2024, its #244 holding.
  • 183 funds tracked by Wall St. Rank held Innovator US Equity Power Buffer ETF March as of Q2 2024.

Based on Relative Value Partners Group's 13F filing for Q2 2024, filed 12 Jul 2024.