RW
PMAR icon

RVW Wealth’s Innovator US Equity Power Buffer ETF March PMAR Stock Holding History

RVW Wealth’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
-9,034
Closed -$305K – 382
2023
Q2 		$305K Buy
+9,034
New +$295K 0.04% 112

Other funds holding PMAR

AllianceBernstein
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
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
Commonwealth Equity Services
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
NA
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
WP
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

RVW Wealth's PMAR Position: Q3 2023 in Review

RVW Wealth sold out of Innovator US Equity Power Buffer ETF March (PMAR) in Q3 2023, closing a stake of 9,034 shares — an estimated $305K sold.

RVW Wealth first reported a position in PMAR in Q2 2023 and held it in 1 quarter. The position peaked at $305K in Q2 2023. 126 funds tracked by Wall St. Rank hold PMAR as of Q3 2023.

  • RVW Wealth reported no remaining Innovator US Equity Power Buffer ETF March position as of Q3 2023 after selling out during the quarter.
  • RVW Wealth sold 9,034 Innovator US Equity Power Buffer ETF March shares in Q3 2023, an estimated $305K.
  • RVW Wealth first reported a position in Innovator US Equity Power Buffer ETF March in Q2 2023 and held it in 1 quarter.
  • RVW Wealth's Innovator US Equity Power Buffer ETF March position peaked at $305K in Q2 2023.
  • 126 funds tracked by Wall St. Rank held Innovator US Equity Power Buffer ETF March as of Q3 2023.

Based on RVW Wealth's 13F filing for Q3 2023, filed 12 Oct 2023.