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Strategic Wealth Partners Group’s Innovator US Equity Power Buffer ETF March PMAR Stock Holding History

Strategic Wealth Partners 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
2024
Q1 		$8.54M Buy
232,111
+169,835
+273% +$6.14M 0.94% 21
2023
Q4 		$2.22M Sell
62,276
-1,904
-3% -$65.5K 0.28% 38
2023
Q3 		$2.15M Sell
64,180
-3,537
-5% -$120K 0.32% 32
2023
Q2 		$2.29M Sell
67,717
-2,416
-3% -$79K 0.33% 31
2023
Q1 		$2.26M Buy
+70,133
New +$2.2M 0.37% 29

Other funds holding PMAR

AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
AWM
AE Wealth Management Topeka, Kansas $18.5B AUM 19.51% 1-Year Est. Return
BCM
Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 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
SEP
Southland Equity Partners Wildwood, Missouri $571M AUM 22.77% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
PCS
Personal CFO Solutions Chester, New Jersey $712M AUM 25.3% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
MCM
MAI Capital Management Independence, Ohio $17.7B AUM 18.87% 1-Year Est. Return

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

Strategic Wealth Partners Group increased its Innovator US Equity Power Buffer ETF March (PMAR) stake by 273% in Q1 2024, buying an estimated $6.14M and bringing the position to 232,111 shares worth $8.54M. The position accounts for 0.94% of the portfolio, ranked #21.

Strategic Wealth Partners Group first reported a position in PMAR in Q1 2023 and has held it in 5 quarters since. 175 funds tracked by Wall St. Rank hold PMAR as of Q1 2024.

  • Strategic Wealth Partners Group held 232,111 shares of Innovator US Equity Power Buffer ETF March worth $8.54M as of Q1 2024.
  • Strategic Wealth Partners Group bought 169,835 Innovator US Equity Power Buffer ETF March shares in Q1 2024, an estimated $6.14M.
  • Innovator US Equity Power Buffer ETF March made up 0.94% of Strategic Wealth Partners Group's portfolio in Q1 2024, its #21 holding.
  • Strategic Wealth Partners Group first reported a position in Innovator US Equity Power Buffer ETF March in Q1 2023 and has held it in 5 quarters since.
  • 175 funds tracked by Wall St. Rank held Innovator US Equity Power Buffer ETF March as of Q1 2024.

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