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

Triad Wealth Partners’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
Q3 		– Sell
-943
Closed -$35.8K – 675
2024
Q2 		$35.8K Buy
+943
New +$34.9K 0.02% 274

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HWM
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RJFSA
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Triad Wealth Partners's PMAR Position: Q3 2024 in Review

Triad Wealth Partners sold out of Innovator US Equity Power Buffer ETF March (PMAR) in Q3 2024, closing a stake of 943 shares — an estimated $35.8K sold.

Triad Wealth Partners first reported a position in PMAR in Q2 2024 and held it in 1 quarter. The position peaked at $35.8K in Q2 2024. 174 funds tracked by Wall St. Rank hold PMAR as of Q3 2024.

  • Triad Wealth Partners reported no remaining Innovator US Equity Power Buffer ETF March position as of Q3 2024 after selling out during the quarter.
  • Triad Wealth Partners sold 943 Innovator US Equity Power Buffer ETF March shares in Q3 2024, an estimated $35.8K.
  • Triad Wealth Partners first reported a position in Innovator US Equity Power Buffer ETF March in Q2 2024 and held it in 1 quarter.
  • Triad Wealth Partners's Innovator US Equity Power Buffer ETF March position peaked at $35.8K in Q2 2024.
  • 174 funds tracked by Wall St. Rank held Innovator US Equity Power Buffer ETF March as of Q3 2024.

Based on Triad Wealth Partners's 13F filing for Q3 2024, filed 21 Oct 2024.