Spire Wealth Management’s Innovator US Equity Power Buffer ETF March PMAR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.19M | Sell |
51,966
-2,509
| -5% | -$106K | 0.08% | 212 |
|
|
2025
Q1 | $2.18M | Buy |
54,475
+30,914
| +131% | +$1.23M | 0.07% | 250 |
|
|
2024
Q4 | $947K | Sell |
23,561
-2,163
| -8% | -$86.9K | 0.03% | 404 |
|
|
2024
Q3 | $1.01M | Sell |
25,724
-897
| -3% | -$35.2K | 0.03% | 374 |
|
|
2024
Q2 | $1.01M | Hold |
26,621
| – | – | 0.04% | 339 |
|
|
2024
Q1 | $980K | Buy |
26,621
+6,273
| +31% | +$231K | 0.02% | 381 |
|
|
2023
Q4 | $729K | Sell |
20,348
-283
| -1% | -$10.1K | 0.02% | 433 |
|
|
2023
Q3 | $691K | Hold |
20,631
| – | – | 0.03% | 409 |
|
|
2023
Q2 | $697K | Sell |
20,631
-344
| -2% | -$11.6K | 0.03% | 424 |
|
|
2023
Q1 | $675K | Buy |
+20,975
| New | +$675K | 0.03% | 421 |
|
|
2022
Q3 | – | Sell |
-19,500
| Closed | -$575K | – | 2497 |
|
|
2022
Q2 | $575K | Hold |
19,500
| – | – | 0.02% | 434 |
|
|
2022
Q1 | $629K | Buy |
+19,500
| New | +$629K | 0.02% | 510 |
|