SPWM
Straight Path Wealth Management’s Innovator US Equity Power Buffer ETF March PMAR Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $725K | Hold |
17,175
| – | – | 0.25% | 40 |
|
|
2025
Q1 | $686K | Buy |
17,175
+10,915
| +174% | +$436K | 0.28% | 35 |
|
|
2024
Q4 | $252K | Hold |
6,260
| – | – | 0.1% | 81 |
|
|
2024
Q3 | $246K | Hold |
6,260
| – | – | 0.11% | 84 |
|
|
2024
Q2 | $237K | Buy |
+6,260
| New | +$237K | 0.12% | 79 |
|