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

Steward Financial 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
2023
Q3 		$348K Hold
10,403
– – 0.11% 53
2023
Q2 		$351K Sell
10,403
-1,576
-13% -$51.5K 0.11% 45
2023
Q1 		$385K Buy
+11,979
New +$375K 0.13% 29

Other funds holding PMAR

AllianceBernstein
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
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
CAN
Cetera Advisor Networks El Segundo, California $20.2B AUM 22.31% 1-Year Est. Return
NA
NewEdge Advisors New Orleans, Louisiana $27.7B AUM 22.98% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
WP
WealthSource Partners San Luis Obispo, California $1.54B AUM 16.68% 1-Year Est. Return
LNC
Lincoln National Corp Radnor, Pennsylvania $3.45B AUM 12.55% 1-Year Est. Return

Steward Financial Group's PMAR Position: Q3 2023 in Review

Steward Financial Group held its Innovator US Equity Power Buffer ETF March (PMAR) position steady in Q3 2023 at 10,403 shares worth $348K. The position accounts for 0.11% of the portfolio, ranked #53.

Steward Financial Group first reported a position in PMAR in Q1 2023 and has held it in 3 quarters since. The position peaked at $385K in Q1 2023. 126 funds tracked by Wall St. Rank hold PMAR as of Q3 2023.

  • Steward Financial Group held 10,403 shares of Innovator US Equity Power Buffer ETF March worth $348K as of Q3 2023.
  • Steward Financial Group left its Innovator US Equity Power Buffer ETF March share count unchanged in Q3 2023.
  • Innovator US Equity Power Buffer ETF March made up 0.11% of Steward Financial Group's portfolio in Q3 2023, its #53 holding.
  • Steward Financial Group first reported a position in Innovator US Equity Power Buffer ETF March in Q1 2023 and has held it in 3 quarters since.
  • Steward Financial Group's Innovator US Equity Power Buffer ETF March position peaked at $385K in Q1 2023.
  • 126 funds tracked by Wall St. Rank held Innovator US Equity Power Buffer ETF March as of Q3 2023.

Based on Steward Financial Group's 13F filing for Q3 2023, filed 23 Oct 2023.