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Signature Estate & Investment Advisors’s Innovator US Equity Power Buffer ETF March PMAR Stock Holding History

Signature Estate & Investment 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
2024
Q3 		– Sell
-6,583
Closed -$250K – 535
2024
Q2 		$250K Buy
+6,583
New +$244K 0.01% 436

Other funds holding PMAR

AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
PCM
Penserra Capital Management Orinda, California $8.52B AUM 37.76% 1-Year Est. Return
SEP
Southland Equity Partners Wildwood, Missouri $571M AUM 22.77% 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 $79.5B AUM 27.1% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
HWM
HFG Wealth Management The Woodlands, Texas $182M AUM 14.4% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return
BCM
Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

Signature Estate & Investment Advisors's PMAR Position: Q3 2024 in Review

Signature Estate & Investment Advisors sold out of Innovator US Equity Power Buffer ETF March (PMAR) in Q3 2024, closing a stake of 6,583 shares — an estimated $250K sold.

Signature Estate & Investment Advisors first reported a position in PMAR in Q2 2024 and held it in 1 quarter. The position peaked at $250K in Q2 2024. 174 funds tracked by Wall St. Rank hold PMAR as of Q3 2024.

  • Signature Estate & Investment Advisors reported no remaining Innovator US Equity Power Buffer ETF March position as of Q3 2024 after selling out during the quarter.
  • Signature Estate & Investment Advisors sold 6,583 Innovator US Equity Power Buffer ETF March shares in Q3 2024, an estimated $250K.
  • Signature Estate & Investment Advisors first reported a position in Innovator US Equity Power Buffer ETF March in Q2 2024 and held it in 1 quarter.
  • Signature Estate & Investment Advisors's Innovator US Equity Power Buffer ETF March position peaked at $250K in Q2 2024.
  • 174 funds tracked by Wall St. Rank held Innovator US Equity Power Buffer ETF March as of Q3 2024.

Based on Signature Estate & Investment Advisors's 13F filing for Q3 2024, filed 6 Nov 2024.