Summit Wealth Partners’s Innovator US Equity Power Buffer ETF March PMAR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $336K | Hold |
7,962
| – | – | 0.06% | 169 |
|
|
2025
Q1 | $318K | Buy |
+7,962
| New | +$318K | 0.06% | 169 |
|
|
2024
Q3 | – | Sell |
-10,709
| Closed | -$406K | – | 244 |
|
|
2024
Q2 | $406K | Sell |
10,709
-1,974
| -16% | -$74.9K | 0.08% | 152 |
|
|
2024
Q1 | $467K | Buy |
12,683
+742
| +6% | +$27.3K | 0.1% | 138 |
|
|
2023
Q4 | $425K | Sell |
11,941
-4,951
| -29% | -$176K | 0.1% | 132 |
|
|
2023
Q3 | $566K | Sell |
16,892
-6,924
| -29% | -$232K | 0.14% | 98 |
|
|
2023
Q2 | $804K | Sell |
23,816
-856
| -3% | -$28.9K | 0.2% | 81 |
|
|
2023
Q1 | $794K | Buy |
+24,672
| New | +$794K | 0.2% | 81 |
|