Valeo Financial Advisors’s Innovator US Equity Power Buffer ETF March PMAR Stock Holding History

Valeo Financial 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
2021 Q2	–	Sell	-1,885	Closed	-$56K	–	1461
2021 Q1	$56K	Hold	1,885	–	–	﹤0.01%	828
2020 Q4	$54K	Hold	1,885	–	–	﹤0.01%	759
2020 Q3	$52K	Hold	1,885	–	–	﹤0.01%	661
2020 Q2	$50K	Hold	1,885	–	–	﹤0.01%	734
2020 Q1	$47K	Buy	+1,885	New	+$45.8K	0.01%	633

Other funds holding PMAR

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

HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return

KAS

Kestra Advisory Services Austin, Texas $26.4B AUM 21.05% 1-Year Est. Return

PCM

Penserra Capital Management Orinda, California $8.52B AUM 37.76% 1-Year Est. Return

55I LLC Boston, Massachusetts $3.58B AUM 17.97% 1-Year Est. Return

GCP

Gill Capital Partners Denver, Colorado $348M AUM 14.74% 1-Year Est. Return

HFA

Hoover Financial Advisors Malvern, Pennsylvania $562M AUM 37.9% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

Valeo Financial Advisors's PMAR Position: Q2 2021 in Review

Valeo Financial Advisors sold out of Innovator US Equity Power Buffer ETF March (PMAR) in Q2 2021, closing a stake of 1,885 shares — an estimated $56K sold.

Valeo Financial Advisors first reported a position in PMAR in Q1 2020 and held it in 5 quarters. The position peaked at $56K in Q1 2021. 63 funds tracked by Wall St. Rank hold PMAR as of Q2 2021.

Valeo Financial Advisors reported no remaining Innovator US Equity Power Buffer ETF March position as of Q2 2021 after selling out during the quarter.
Valeo Financial Advisors sold 1,885 Innovator US Equity Power Buffer ETF March shares in Q2 2021, an estimated $56K.
Valeo Financial Advisors first reported a position in Innovator US Equity Power Buffer ETF March in Q1 2020 and held it in 5 quarters.
Valeo Financial Advisors's Innovator US Equity Power Buffer ETF March position peaked at $56K in Q1 2021.
63 funds tracked by Wall St. Rank held Innovator US Equity Power Buffer ETF March as of Q2 2021.

Based on Valeo Financial Advisors's 13F filing for Q2 2021, filed 22 Jul 2021.