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Sigma Planning Corp’s Innovator International Developed Power Buffer ETF March IMAR Stock Holding History

Sigma Planning Corp’s Portfolio IMAR Stock Details IMAR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q2 		– Sell
-8,800
Closed -$227K – 1276
2024
Q1 		$227K Buy
+8,800
New +$225K 0.01% 1086

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JSL
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Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
KAS
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Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
FFG
Fiduciary Financial Group San Rafael, California $882M AUM 23.98% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
BWM
BCS Wealth Management Johnson City, Tennessee $555M AUM 18.41% 1-Year Est. Return
DI
Diligent Investors Redlands, California $449M AUM 26.15% 1-Year Est. Return

Sigma Planning Corp's IMAR Position: Q2 2024 in Review

Sigma Planning Corp sold out of Innovator International Developed Power Buffer ETF March (IMAR) in Q2 2024, closing a stake of 8,800 shares — an estimated $227K sold.

Sigma Planning Corp first reported a position in IMAR in Q1 2024 and held it in 1 quarter. The position peaked at $227K in Q1 2024. 21 funds tracked by Wall St. Rank hold IMAR as of Q2 2024.

  • Sigma Planning Corp reported no remaining Innovator International Developed Power Buffer ETF March position as of Q2 2024 after selling out during the quarter.
  • Sigma Planning Corp sold 8,800 Innovator International Developed Power Buffer ETF March shares in Q2 2024, an estimated $227K.
  • Sigma Planning Corp first reported a position in Innovator International Developed Power Buffer ETF March in Q1 2024 and held it in 1 quarter.
  • Sigma Planning Corp's Innovator International Developed Power Buffer ETF March position peaked at $227K in Q1 2024.
  • 21 funds tracked by Wall St. Rank held Innovator International Developed Power Buffer ETF March as of Q2 2024.

Based on Sigma Planning Corp's 13F filing for Q2 2024, filed 6 Aug 2024.