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Stearns Financial Services Group’s Innovator US Equity Power Buffer ETF March PMAR Stock Holding History

Stearns Financial Services Group’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
2020
Q3 		$12.2M Sell
442,117
-7,523
-2% -$206K 1.91% 14
2020
Q2 		$12M Buy
449,640
+445,413
+10,537% +$11.5M 1.89% 15
2020
Q1 		$102K Buy
+4,227
New +$103K 0.02% 142

Other funds holding PMAR

ACM
Avalon Capital Management Port Of Redwood City, California $423M AUM 54.12% 1-Year Est. Return
CAN
Cetera Advisor Networks El Segundo, California $20.2B AUM 22.31% 1-Year Est. Return
DP
Denver PWM Denver, Colorado $306M AUM 16.61% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
PCM
Penserra Capital Management Orinda, California $13B AUM 71.84% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
OMC
Old Mission Capital Chicago, Illinois $6.31B AUM 20.77% 1-Year Est. Return
SW
SlateStone Wealth Jupiter, Florida $1.31B AUM 26.51% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
RTS
Round Table Services Westfield, New Jersey $508M AUM 16.36% 1-Year Est. Return

Stearns Financial Services Group's PMAR Position: Q3 2020 in Review

Stearns Financial Services Group reduced its Innovator US Equity Power Buffer ETF March (PMAR) stake by 1.7% in Q3 2020, selling an estimated $206K and leaving 442,117 shares worth $12.2M. The position accounts for 1.91% of the portfolio, ranked #14.

Stearns Financial Services Group first reported a position in PMAR in Q1 2020 and has held it in 3 quarters since. 23 funds tracked by Wall St. Rank hold PMAR as of Q3 2020.

  • Stearns Financial Services Group held 442,117 shares of Innovator US Equity Power Buffer ETF March worth $12.2M as of Q3 2020.
  • Stearns Financial Services Group sold 7,523 Innovator US Equity Power Buffer ETF March shares in Q3 2020, an estimated $206K.
  • Innovator US Equity Power Buffer ETF March made up 1.91% of Stearns Financial Services Group's portfolio in Q3 2020, its #14 holding.
  • Stearns Financial Services Group first reported a position in Innovator US Equity Power Buffer ETF March in Q1 2020 and has held it in 3 quarters since.
  • 23 funds tracked by Wall St. Rank held Innovator US Equity Power Buffer ETF March as of Q3 2020.

Based on Stearns Financial Services Group's 13F filing for Q3 2020, filed 30 Oct 2020.