Sutton Wealth Advisors’s Innovator US Equity Power Buffer ETF March PMAR Stock Holding History

Sutton Wealth Advisors’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
2023 Q3	$1M	Hold	29,975	–	–	0.49%	39
2023 Q2	$1.01M	Hold	29,975	–	–	0.49%	38
2023 Q1	$964K	Sell	29,975 -1,060	-3%	-$33.2K	0.52%	34
2022 Q4	$953K	Sell	31,035 -2	-0%	-$61	0.36%	50
2022 Q3	$904K	Hold	31,037	–	–	0.37%	49
2022 Q2	$916K	Hold	31,037	–	–	0.36%	50
2022 Q1	$1M	Buy	31,037 +25,512	+462%	+$805K	0.34%	50
2021 Q4	$174K	Hold	5,525	–	–	0.06%	194
2021 Q3	$169K	Hold	5,525	–	–	0.06%	188
2021 Q2	$169K	Hold	5,525	–	–	0.06%	194
2021 Q1	$163K	Buy	5,525 +4,820	+684%	+$139K	0.06%	190
2020 Q4	$20.1K	Hold	705	–	–	0.01%	614
2020 Q3	$19.5K	Hold	705	–	–	0.01%	551
2020 Q2	$18.9K	Buy	+705	New	+$18.3K	0.01%	549

Other funds holding PMAR

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

SEP

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

PCM

Penserra Capital Management Orinda, California $8.52B AUM 37.76% 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

CAN

Cetera Advisor Networks El Segundo, California $20.2B AUM 22.31% 1-Year Est. Return

NewEdge Advisors New Orleans, Louisiana $27.7B AUM 22.98% 1-Year Est. Return

RJFSA

Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

WealthSource Partners San Luis Obispo, California $1.54B AUM 16.68% 1-Year Est. Return

LNC

Lincoln National Corp Radnor, Pennsylvania $3.45B AUM 12.55% 1-Year Est. Return

Sutton Wealth Advisors's PMAR Position: Q3 2023 in Review

Sutton Wealth Advisors held its Innovator US Equity Power Buffer ETF March (PMAR) position steady in Q3 2023 at 29,975 shares worth $1M. The position accounts for 0.49% of the portfolio, ranked #39.

Sutton Wealth Advisors first reported a position in PMAR in Q2 2020 and has held it in 14 quarters since. The position peaked at $1.01M in Q2 2023. 126 funds tracked by Wall St. Rank hold PMAR as of Q3 2023.

Sutton Wealth Advisors held 29,975 shares of Innovator US Equity Power Buffer ETF March worth $1M as of Q3 2023.
Sutton Wealth Advisors left its Innovator US Equity Power Buffer ETF March share count unchanged in Q3 2023.
Innovator US Equity Power Buffer ETF March made up 0.49% of Sutton Wealth Advisors's portfolio in Q3 2023, its #39 holding.
Sutton Wealth Advisors first reported a position in Innovator US Equity Power Buffer ETF March in Q2 2020 and has held it in 14 quarters since.
Sutton Wealth Advisors's Innovator US Equity Power Buffer ETF March position peaked at $1.01M in Q2 2023.
126 funds tracked by Wall St. Rank held Innovator US Equity Power Buffer ETF March as of Q3 2023.

Based on Sutton Wealth Advisors's 13F filing for Q3 2023, filed 8 Nov 2023.