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Richard W. Paul & Associates’s Innovator US Equity Power Buffer ETF March PMAR Stock Holding History

Richard W. Paul & Associates’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
2023
Q2 		– Sell
-5
Closed -$161 – 564
2023
Q1 		$161 Hold
5
– – ﹤0.01% 533
2022
Q4 		$154 Buy
+5
New +$152 ﹤0.01% 524

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SEP
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PCM
Penserra Capital Management Orinda, California $13B AUM 71.84% 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
MCM
MAI Capital Management Independence, Ohio $26.6B AUM 22.97% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return
CAN
Cetera Advisor Networks El Segundo, California $20.2B AUM 22.31% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return

Richard W. Paul & Associates's PMAR Position: Q2 2023 in Review

Richard W. Paul & Associates sold out of Innovator US Equity Power Buffer ETF March (PMAR) in Q2 2023, closing a stake of 5 shares — an estimated $161 sold.

Richard W. Paul & Associates first reported a position in PMAR in Q4 2022 and held it in 2 quarters. The position peaked at $161 in Q1 2023. 131 funds tracked by Wall St. Rank hold PMAR as of Q2 2023.

  • Richard W. Paul & Associates reported no remaining Innovator US Equity Power Buffer ETF March position as of Q2 2023 after selling out during the quarter.
  • Richard W. Paul & Associates sold 5 Innovator US Equity Power Buffer ETF March shares in Q2 2023, an estimated $161.
  • Richard W. Paul & Associates first reported a position in Innovator US Equity Power Buffer ETF March in Q4 2022 and held it in 2 quarters.
  • Richard W. Paul & Associates's Innovator US Equity Power Buffer ETF March position peaked at $161 in Q1 2023.
  • 131 funds tracked by Wall St. Rank held Innovator US Equity Power Buffer ETF March as of Q2 2023.

Based on Richard W. Paul & Associates's 13F filing for Q2 2023, filed 25 Jul 2023.