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Smith Salley Wealth Management’s Innovator US Equity Power Buffer ETF March PMAR Stock Holding History

Smith Salley Wealth Management’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
Q2 		– Sell
-8,096
Closed -$239K – 251
2021
Q1 		$239K Hold
8,096
– – 0.02% 219
2020
Q4 		$230K Buy
+8,096
New +$227K 0.02% 202

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
5L
55I LLC Boston, Massachusetts $3.58B AUM 17.97% 1-Year Est. Return
GCP
Gill Capital Partners Denver, Colorado $348M AUM 14.74% 1-Year Est. Return
HFA
Hoover Financial Advisors Malvern, Pennsylvania $562M AUM 37.9% 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

Smith Salley Wealth Management's PMAR Position: Q2 2021 in Review

Smith Salley Wealth Management sold out of Innovator US Equity Power Buffer ETF March (PMAR) in Q2 2021, closing a stake of 8,096 shares — an estimated $239K sold.

Smith Salley Wealth Management first reported a position in PMAR in Q4 2020 and held it in 2 quarters. The position peaked at $239K in Q1 2021. 63 funds tracked by Wall St. Rank hold PMAR as of Q2 2021.

  • Smith Salley Wealth Management reported no remaining Innovator US Equity Power Buffer ETF March position as of Q2 2021 after selling out during the quarter.
  • Smith Salley Wealth Management sold 8,096 Innovator US Equity Power Buffer ETF March shares in Q2 2021, an estimated $239K.
  • Smith Salley Wealth Management first reported a position in Innovator US Equity Power Buffer ETF March in Q4 2020 and held it in 2 quarters.
  • Smith Salley Wealth Management's Innovator US Equity Power Buffer ETF March position peaked at $239K in Q1 2021.
  • 63 funds tracked by Wall St. Rank held Innovator US Equity Power Buffer ETF March as of Q2 2021.

Based on Smith Salley Wealth Management's 13F filing for Q2 2021, filed 9 Aug 2021.