Sugarloaf Wealth Management’s Innovator US Equity Power Buffer ETF March PMAR Stock Holding History

Sugarloaf Wealth Management’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 Q4	$407K	Sell	10,138 -135	-1%	-$5.37K	0.08%	109
2024 Q3	$403K	Sell	10,273 -415	-4%	-$15.9K	0.08%	106
2024 Q2	$405K	Hold	10,688	–	–	0.08%	101
2024 Q1	$393K	Buy	10,688 +4,393	+70%	+$159K	0.08%	102
2023 Q4	$224K	Sell	6,295 -1,625	-21%	-$55.9K	0.05%	128
2023 Q3	$265K	Sell	7,920 -1,500	-16%	-$50.9K	0.07%	102
2023 Q2	$318K	Hold	9,420	–	–	0.07%	98
2023 Q1	$303K	Buy	9,420 +5,120	+119%	+$160K	0.07%	100
2022 Q4	$132K	Sell	4,300 -500	-10%	-$15.2K	0.03%	169
2022 Q3	$140K	Sell	4,800 -1,500	-24%	-$45.7K	0.04%	160
2022 Q2	$186K	Hold	6,300	–	–	0.05%	130
2022 Q1	$203K	Hold	6,300	–	–	0.05%	121
2021 Q4	$199K	Hold	6,300	–	–	0.05%	127
2021 Q3	$193K	Hold	6,300	–	–	0.05%	125
2021 Q2	$192K	Buy	6,300 +4,720	+299%	+$142K	0.05%	129
2021 Q1	$186	Buy	+1,580	New	+$45.5K	0.06%	130

Other funds holding PMAR

Koshinski Asset Management Decatur, Illinois $1.6B AUM 20.7% 1-Year Est. Return

AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

PCM

Penserra Capital Management Orinda, California $8.52B AUM 37.76% 1-Year Est. Return

SEP

Southland Equity Partners Wildwood, Missouri $571M AUM 22.77% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

HWM

HFG Wealth Management The Woodlands, Texas $182M AUM 14.4% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

KAS

Kestra Advisory Services Austin, Texas $26.4B AUM 21.05% 1-Year Est. Return

Sugarloaf Wealth Management's PMAR Position: Q4 2024 in Review

Sugarloaf Wealth Management reduced its Innovator US Equity Power Buffer ETF March (PMAR) stake by 1.3% in Q4 2024, selling an estimated $5.37K and leaving 10,138 shares worth $407K. The position accounts for 0.08% of the portfolio, ranked #109.

Sugarloaf Wealth Management first reported a position in PMAR in Q1 2021 and has held it in 16 quarters since. 188 funds tracked by Wall St. Rank hold PMAR as of Q4 2024.

Sugarloaf Wealth Management held 10,138 shares of Innovator US Equity Power Buffer ETF March worth $407K as of Q4 2024.
Sugarloaf Wealth Management sold 135 Innovator US Equity Power Buffer ETF March shares in Q4 2024, an estimated $5.37K.
Innovator US Equity Power Buffer ETF March made up 0.08% of Sugarloaf Wealth Management's portfolio in Q4 2024, its #109 holding.
Sugarloaf Wealth Management first reported a position in Innovator US Equity Power Buffer ETF March in Q1 2021 and has held it in 16 quarters since.
188 funds tracked by Wall St. Rank held Innovator US Equity Power Buffer ETF March as of Q4 2024.

Based on Sugarloaf Wealth Management's 13F filing for Q4 2024, filed 10 Jan 2025.