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Strategic Wealth Partners Group’s Innovator International Developed Power Buffer ETF March IMAR Stock Holding History

Strategic Wealth Partners Group’s Portfolio IMAR Stock Details IMAR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q1 		$1.05M Buy
+40,691
New +$1.04M 0.12% 45

Other funds holding IMAR

PCS
Personal CFO Solutions Chester, New Jersey $712M AUM 25.3% 1-Year Est. Return
JSL
JT Stratford LLC Gainesville, Georgia $786M AUM 27.45% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $26.4B AUM 21.05% 1-Year Est. Return
BWM
BCS Wealth Management Johnson City, Tennessee $555M AUM 18.41% 1-Year Est. Return
DI
Diligent Investors Redlands, California $404M AUM 17.85% 1-Year Est. Return
LNC
Lincoln National Corp Radnor, Pennsylvania $3.45B AUM 12.55% 1-Year Est. Return
HWM
HFG Wealth Management The Woodlands, Texas $182M AUM 14.4% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $74.2B AUM 21.09% 1-Year Est. Return
SPC
Sigma Planning Corp Ann Arbor, Michigan $3.6B AUM 24.57% 1-Year Est. Return

Strategic Wealth Partners Group's IMAR Position: Q1 2024 in Review

Strategic Wealth Partners Group opened a new position in Innovator International Developed Power Buffer ETF March (IMAR) in Q1 2024: 40,691 shares worth $1.05M. The stake represents 0.12% of the portfolio and ranks #45 among its holdings.

17 funds tracked by Wall St. Rank hold IMAR as of Q1 2024.

  • Strategic Wealth Partners Group held 40,691 shares of Innovator International Developed Power Buffer ETF March worth $1.05M as of Q1 2024.
  • Innovator International Developed Power Buffer ETF March was a new Strategic Wealth Partners Group position in Q1 2024.
  • Innovator International Developed Power Buffer ETF March made up 0.12% of Strategic Wealth Partners Group's portfolio in Q1 2024, its #45 holding.
  • 17 funds tracked by Wall St. Rank held Innovator International Developed Power Buffer ETF March as of Q1 2024.

Based on Strategic Wealth Partners Group's 13F filing for Q1 2024, filed 30 Apr 2024.