Sequoia Financial Advisors’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 | $394K | Hold |
9,320
| – | – | ﹤0.01% | 1108 |
|
|
2025
Q1 | $372K | Sell |
9,320
-2,885
| -24% | -$115K | ﹤0.01% | 969 |
|
|
2024
Q4 | $491K | Sell |
12,205
-8,749
| -42% | -$352K | ﹤0.01% | 809 |
|
|
2024
Q3 | $822K | Sell |
20,954
-11
| -0.1% | -$432 | 0.01% | 599 |
|
|
2024
Q2 | $795K | Buy |
20,965
+241
| +1% | +$9.14K | 0.01% | 543 |
|
|
2024
Q1 | $763K | Sell |
20,724
-2,058
| -9% | -$75.8K | 0.01% | 553 |
|
|
2023
Q4 | $811K | Sell |
22,782
-1,429
| -6% | -$50.9K | 0.01% | 591 |
|
|
2023
Q3 | $811K | Sell |
24,211
-638
| -3% | -$21.4K | 0.01% | 387 |
|
|
2023
Q2 | $839K | Hold |
24,849
| – | – | 0.01% | 383 |
|
|
2023
Q1 | $799K | Buy |
+24,849
| New | +$799K | 0.02% | 359 |
|