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

RiverTree 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
2023 Q3	–	Sell	-8,368	Closed	-$283K	–	28
2023 Q2	$283K	Hold	8,368	–	–	0.2%	26
2023 Q1	$269K	Hold	8,368	–	–	0.19%	29
2022 Q4	$257K	Hold	8,368	–	–	0.21%	23
2022 Q3	$244K	Sell	8,368 -100	-1%	-$3.05K	0.2%	23
2022 Q2	$250K	Hold	8,468	–	–	0.19%	25
2022 Q1	$273K	Sell	8,468 -32	-0.4%	-$1.01K	0.18%	25
2021 Q4	$268K	Sell	8,500 -100	-1%	-$3.12K	0.17%	37
2021 Q3	$264K	Hold	8,600	–	–	0.18%	39
2021 Q2	$263K	Hold	8,600	–	–	0.18%	35
2021 Q1	$254K	Buy	+8,600	New	+$248K	0.18%	36

Other funds holding PMAR

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

SEP

Southland Equity Partners Wildwood, Missouri $571M AUM 22.77% 1-Year Est. Return

PCM

Penserra Capital Management Orinda, California $8.52B AUM 37.76% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

CAN

Cetera Advisor Networks El Segundo, California $20.2B AUM 22.31% 1-Year Est. Return

NewEdge Advisors New Orleans, Louisiana $27.7B AUM 22.98% 1-Year Est. Return

RJFSA

Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

WealthSource Partners San Luis Obispo, California $1.54B AUM 16.68% 1-Year Est. Return

LNC

Lincoln National Corp Radnor, Pennsylvania $3.45B AUM 12.55% 1-Year Est. Return

RiverTree Advisors's PMAR Position: Q3 2023 in Review

RiverTree Advisors sold out of Innovator US Equity Power Buffer ETF March (PMAR) in Q3 2023, closing a stake of 8,368 shares — an estimated $283K sold.

RiverTree Advisors first reported a position in PMAR in Q1 2021 and held it in 10 quarters. The position peaked at $283K in Q2 2023. 126 funds tracked by Wall St. Rank hold PMAR as of Q3 2023.

RiverTree Advisors reported no remaining Innovator US Equity Power Buffer ETF March position as of Q3 2023 after selling out during the quarter.
RiverTree Advisors sold 8,368 Innovator US Equity Power Buffer ETF March shares in Q3 2023, an estimated $283K.
RiverTree Advisors first reported a position in Innovator US Equity Power Buffer ETF March in Q1 2021 and held it in 10 quarters.
RiverTree Advisors's Innovator US Equity Power Buffer ETF March position peaked at $283K in Q2 2023.
126 funds tracked by Wall St. Rank held Innovator US Equity Power Buffer ETF March as of Q3 2023.

Based on RiverTree Advisors's 13F filing for Q3 2023, filed 13 Oct 2023.