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VisionPoint Advisory Group’s Innovator US Equity Power Buffer ETF March PMAR Stock Holding History

VisionPoint Advisory Group’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
Q4 		– Sell
-2,766
Closed -$92.6K – 846
2023
Q3 		$92.6K Buy
+2,766
New +$93.8K 0.04% 198

Other funds holding PMAR

AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
PCM
Penserra Capital Management Orinda, California $8.52B AUM 37.76% 1-Year Est. Return
SEP
Southland Equity Partners Wildwood, Missouri $571M AUM 22.77% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
WP
WealthSource Partners San Luis Obispo, California $1.54B AUM 16.68% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
CAN
Cetera Advisor Networks El Segundo, California $20.2B AUM 22.31% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $26.4B AUM 21.05% 1-Year Est. Return

VisionPoint Advisory Group's PMAR Position: Q4 2023 in Review

VisionPoint Advisory Group sold out of Innovator US Equity Power Buffer ETF March (PMAR) in Q4 2023, closing a stake of 2,766 shares — an estimated $92.6K sold.

VisionPoint Advisory Group first reported a position in PMAR in Q3 2023 and held it in 1 quarter. The position peaked at $92.6K in Q3 2023. 130 funds tracked by Wall St. Rank hold PMAR as of Q4 2023.

  • VisionPoint Advisory Group reported no remaining Innovator US Equity Power Buffer ETF March position as of Q4 2023 after selling out during the quarter.
  • VisionPoint Advisory Group sold 2,766 Innovator US Equity Power Buffer ETF March shares in Q4 2023, an estimated $92.6K.
  • VisionPoint Advisory Group first reported a position in Innovator US Equity Power Buffer ETF March in Q3 2023 and held it in 1 quarter.
  • VisionPoint Advisory Group's Innovator US Equity Power Buffer ETF March position peaked at $92.6K in Q3 2023.
  • 130 funds tracked by Wall St. Rank held Innovator US Equity Power Buffer ETF March as of Q4 2023.

Based on VisionPoint Advisory Group's 13F filing for Q4 2023, filed 7 Feb 2024.