Retirement Planning Group (Kansas)’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 | $841K | Hold |
19,905
| – | – | 0.04% | 165 |
|
2025
Q1 | $795K | Sell |
19,905
-421
| -2% | -$16.8K | 0.04% | 158 |
|
2024
Q4 | $817K | Sell |
20,326
-76
| -0.4% | -$3.05K | 0.04% | 146 |
|
2024
Q3 | $801K | Buy |
20,402
+477
| +2% | +$18.7K | 0.04% | 140 |
|
2024
Q2 | $756K | Buy |
19,925
+151
| +0.8% | +$5.73K | 0.05% | 123 |
|
2024
Q1 | $728K | Buy |
+19,774
| New | +$728K | 0.06% | 120 |
|
2022
Q2 | – | Sell |
-10,094
| Closed | -$326K | – | 126 |
|
2022
Q1 | $326K | Buy |
10,094
+645
| +7% | +$20.8K | 0.04% | 84 |
|
2021
Q4 | $298K | Buy |
+9,449
| New | +$298K | 0.03% | 85 |
|