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

Transform Wealth’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
Q1 		– Sell
-555,787
Closed -$17.1M – 261
2022
Q4 		$17.1M Buy
+555,787
New +$16.9M 1.91% 8

Other funds holding PMAR

AllianceBernstein
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
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
MCM
MAI Capital Management Independence, Ohio $17.7B AUM 18.87% 1-Year Est. Return
AWM
AE Wealth Management Topeka, Kansas $18.5B AUM 19.51% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
SCA
Stuart Chaussee & Associates Palos Verdes Estates, California $458M AUM 15.9% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return

Transform Wealth's PMAR Position: Q1 2023 in Review

Transform Wealth sold out of Innovator US Equity Power Buffer ETF March (PMAR) in Q1 2023, closing a stake of 555,787 shares — an estimated $17.1M sold.

Transform Wealth first reported a position in PMAR in Q4 2022 and held it in 1 quarter. The position peaked at $17.1M in Q4 2022. 135 funds tracked by Wall St. Rank hold PMAR as of Q1 2023.

  • Transform Wealth reported no remaining Innovator US Equity Power Buffer ETF March position as of Q1 2023 after selling out during the quarter.
  • Transform Wealth sold 555,787 Innovator US Equity Power Buffer ETF March shares in Q1 2023, an estimated $17.1M.
  • Transform Wealth first reported a position in Innovator US Equity Power Buffer ETF March in Q4 2022 and held it in 1 quarter.
  • Transform Wealth's Innovator US Equity Power Buffer ETF March position peaked at $17.1M in Q4 2022.
  • 135 funds tracked by Wall St. Rank held Innovator US Equity Power Buffer ETF March as of Q1 2023.

Based on Transform Wealth's 13F filing for Q1 2023, filed 14 Apr 2023.