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Round Table Services’s Innovator US Equity Power Buffer ETF March PMAR Stock Holding History

Round Table Services’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
2021
Q2 		– Sell
-11,170
Closed -$330K – 135
2021
Q1 		$330K Sell
11,170
-2,700
-19% -$77.8K 0.08% 79
2020
Q4 		$394K Hold
13,870
– – 0.12% 62
2020
Q3 		$383K Hold
13,870
– – 0.17% 58
2020
Q2 		$371K Buy
+13,870
New +$359K 0.13% 56

Other funds holding PMAR

Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
ICG
InterOcean Capital Group Nashville, Tennessee $4.19B AUM 26.29% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $26.4B AUM 21.05% 1-Year Est. Return
PCM
Penserra Capital Management Orinda, California $8.52B AUM 37.76% 1-Year Est. Return
5L
55I LLC Boston, Massachusetts $3.58B AUM 17.97% 1-Year Est. Return
GCP
Gill Capital Partners Denver, Colorado $348M AUM 14.74% 1-Year Est. Return
HFA
Hoover Financial Advisors Malvern, Pennsylvania $562M AUM 37.9% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

Round Table Services's PMAR Position: Q2 2021 in Review

Round Table Services sold out of Innovator US Equity Power Buffer ETF March (PMAR) in Q2 2021, closing a stake of 11,170 shares — an estimated $330K sold.

Round Table Services first reported a position in PMAR in Q2 2020 and held it in 4 quarters. The position peaked at $394K in Q4 2020. 63 funds tracked by Wall St. Rank hold PMAR as of Q2 2021.

  • Round Table Services reported no remaining Innovator US Equity Power Buffer ETF March position as of Q2 2021 after selling out during the quarter.
  • Round Table Services sold 11,170 Innovator US Equity Power Buffer ETF March shares in Q2 2021, an estimated $330K.
  • Round Table Services first reported a position in Innovator US Equity Power Buffer ETF March in Q2 2020 and held it in 4 quarters.
  • Round Table Services's Innovator US Equity Power Buffer ETF March position peaked at $394K in Q4 2020.
  • 63 funds tracked by Wall St. Rank held Innovator US Equity Power Buffer ETF March as of Q2 2021.

Based on Round Table Services's 13F filing for Q2 2021, filed 29 Jul 2021.