SMI Advisory Services’s Innovator US Equity Power Buffer ETF March PMAR Stock Holding History

SMI Advisory Services’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 Q1	$579K	Hold	18,835	–	–	0.19%	30
2022 Q4	$548K	Hold	18,835	–	–	0.18%	28
2022 Q3	$548K	Hold	18,835	–	–	0.18%	28
2022 Q2	$556K	Buy	+18,835	New	+$579K	0.2%	26

Other funds holding PMAR

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 Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

MCM

MAI Capital Management Independence, Ohio $17.7B AUM 18.87% 1-Year Est. Return

AWM

AE Wealth Management Topeka, Kansas $18.5B AUM 19.51% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

SCA

Stuart Chaussee & Associates Palos Verdes Estates, California $458M AUM 15.9% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return

SMI Advisory Services's PMAR Position: Q1 2023 in Review

SMI Advisory Services held its Innovator US Equity Power Buffer ETF March (PMAR) position steady in Q1 2023 at 18,835 shares worth $579K. The position accounts for 0.19% of the portfolio, ranked #30.

SMI Advisory Services first reported a position in PMAR in Q2 2022 and has held it in 4 quarters since. 135 funds tracked by Wall St. Rank hold PMAR as of Q1 2023.

SMI Advisory Services held 18,835 shares of Innovator US Equity Power Buffer ETF March worth $579K as of Q1 2023.
SMI Advisory Services left its Innovator US Equity Power Buffer ETF March share count unchanged in Q1 2023.
Innovator US Equity Power Buffer ETF March made up 0.19% of SMI Advisory Services's portfolio in Q1 2023, its #30 holding.
SMI Advisory Services first reported a position in Innovator US Equity Power Buffer ETF March in Q2 2022 and has held it in 4 quarters since.
135 funds tracked by Wall St. Rank held Innovator US Equity Power Buffer ETF March as of Q1 2023.

Based on SMI Advisory Services's 13F filing for Q1 2023, filed 11 Apr 2023.