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Simplicity Solutions’s Innovator US Equity Power Buffer ETF March PMAR Stock Holding History

Simplicity Solutions’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
Q1 		– Sell
-7,050
Closed -$201K – 839
2020
Q4 		$201K Buy
+7,050
New +$198K ﹤0.01% 911

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
HFA
Hoover Financial Advisors Malvern, Pennsylvania $562M AUM 37.9% 1-Year Est. Return
GCP
Gill Capital Partners Denver, Colorado $348M AUM 14.74% 1-Year Est. Return
DP
Denver PWM Denver, Colorado $291M AUM 12.15% 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

Simplicity Solutions's PMAR Position: Q1 2021 in Review

Simplicity Solutions sold out of Innovator US Equity Power Buffer ETF March (PMAR) in Q1 2021, closing a stake of 7,050 shares — an estimated $201K sold.

Simplicity Solutions first reported a position in PMAR in Q4 2020 and held it in 1 quarter. The position peaked at $201K in Q4 2020. 65 funds tracked by Wall St. Rank hold PMAR as of Q1 2021.

  • Simplicity Solutions reported no remaining Innovator US Equity Power Buffer ETF March position as of Q1 2021 after selling out during the quarter.
  • Simplicity Solutions sold 7,050 Innovator US Equity Power Buffer ETF March shares in Q1 2021, an estimated $201K.
  • Simplicity Solutions first reported a position in Innovator US Equity Power Buffer ETF March in Q4 2020 and held it in 1 quarter.
  • Simplicity Solutions's Innovator US Equity Power Buffer ETF March position peaked at $201K in Q4 2020.
  • 65 funds tracked by Wall St. Rank held Innovator US Equity Power Buffer ETF March as of Q1 2021.

Based on Simplicity Solutions's 13F filing for Q1 2021, filed 13 May 2021.