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

Tradition 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
2021
Q3 		– Sell
-4,039
Closed -$123K – 1205
2021
Q2 		$123K Sell
4,039
-10,299
-72% -$311K 0.02% 357
2021
Q1 		$423K Buy
14,338
+13,807
+2,600% +$398K 0.07% 172
2020
Q4 		$15K Buy
+531
New +$14.9K ﹤0.01% 647

Other funds holding PMAR

Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
ICG
InterOcean Capital Group Nashville, Tennessee $4.19B AUM 26.29% 1-Year Est. Return
PCM
Penserra Capital Management Orinda, California $8.52B AUM 37.76% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
5L
55I LLC Boston, Massachusetts $3.58B AUM 17.97% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $26.4B AUM 21.05% 1-Year Est. Return
GCP
Gill Capital Partners Denver, Colorado $348M AUM 14.74% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
OMC
Old Mission Capital Chicago, Illinois $6.3B AUM 14.68% 1-Year Est. Return

Tradition Wealth Management's PMAR Position: Q3 2021 in Review

Tradition Wealth Management sold out of Innovator US Equity Power Buffer ETF March (PMAR) in Q3 2021, closing a stake of 4,039 shares — an estimated $123K sold.

Tradition Wealth Management first reported a position in PMAR in Q4 2020 and held it in 3 quarters. The position peaked at $423K in Q1 2021. 59 funds tracked by Wall St. Rank hold PMAR as of Q3 2021.

  • Tradition Wealth Management reported no remaining Innovator US Equity Power Buffer ETF March position as of Q3 2021 after selling out during the quarter.
  • Tradition Wealth Management sold 4,039 Innovator US Equity Power Buffer ETF March shares in Q3 2021, an estimated $123K.
  • Tradition Wealth Management first reported a position in Innovator US Equity Power Buffer ETF March in Q4 2020 and held it in 3 quarters.
  • Tradition Wealth Management's Innovator US Equity Power Buffer ETF March position peaked at $423K in Q1 2021.
  • 59 funds tracked by Wall St. Rank held Innovator US Equity Power Buffer ETF March as of Q3 2021.

Based on Tradition Wealth Management's 13F filing for Q3 2021, filed 12 Nov 2021.