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Sterling Financial Planning’s Innovator US Equity Power Buffer ETF March PMAR Stock Holding History

Sterling Financial Planning’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
Q4 		– Sell
-675
Closed -$21K – 307
2021
Q3 		$21K Hold
675
– – 0.01% 259
2021
Q2 		$21K Hold
675
– – 0.01% 251
2021
Q1 		$20K Hold
675
– – 0.01% 227
2020
Q4 		$19K Buy
+675
New +$18.9K 0.02% 221

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
PCM
Penserra Capital Management Orinda, California $8.52B AUM 37.76% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
5L
55I LLC Boston, Massachusetts $3.58B AUM 17.97% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $26.4B AUM 21.05% 1-Year Est. Return
GCP
Gill Capital Partners Denver, Colorado $348M AUM 14.74% 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
BWM
BCS Wealth Management Johnson City, Tennessee $555M AUM 18.41% 1-Year Est. Return

Sterling Financial Planning's PMAR Position: Q4 2021 in Review

Sterling Financial Planning sold out of Innovator US Equity Power Buffer ETF March (PMAR) in Q4 2021, closing a stake of 675 shares — an estimated $21K sold.

Sterling Financial Planning first reported a position in PMAR in Q4 2020 and held it in 4 quarters. The position peaked at $21K in Q3 2021. 58 funds tracked by Wall St. Rank hold PMAR as of Q4 2021.

  • Sterling Financial Planning reported no remaining Innovator US Equity Power Buffer ETF March position as of Q4 2021 after selling out during the quarter.
  • Sterling Financial Planning sold 675 Innovator US Equity Power Buffer ETF March shares in Q4 2021, an estimated $21K.
  • Sterling Financial Planning first reported a position in Innovator US Equity Power Buffer ETF March in Q4 2020 and held it in 4 quarters.
  • Sterling Financial Planning's Innovator US Equity Power Buffer ETF March position peaked at $21K in Q3 2021.
  • 58 funds tracked by Wall St. Rank held Innovator US Equity Power Buffer ETF March as of Q4 2021.

Based on Sterling Financial Planning's 13F filing for Q4 2021, filed 2 Feb 2022.