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Woodard & Company Asset Management Group’s Innovator US Equity Power Buffer ETF March PMAR Stock Holding History

Woodard & Company Asset Management 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
2022
Q4 		– Sell
-800
Closed -$23K – 101
2022
Q3 		$23K Buy
+800
New +$24.4K 0.01% 87

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AWM
AE Wealth Management Topeka, Kansas $18.5B AUM 19.51% 1-Year Est. Return
ICG
InterOcean Capital Group Nashville, Tennessee $4.19B AUM 26.29% 1-Year Est. Return
CAN
Cetera Advisor Networks El Segundo, California $20.2B AUM 22.31% 1-Year Est. Return
LNC
Lincoln National Corp Radnor, Pennsylvania $3.45B AUM 12.55% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Woodard & Company Asset Management Group's PMAR Position: Q4 2022 in Review

Woodard & Company Asset Management Group sold out of Innovator US Equity Power Buffer ETF March (PMAR) in Q4 2022, closing a stake of 800 shares — an estimated $23K sold.

Woodard & Company Asset Management Group first reported a position in PMAR in Q3 2022 and held it in 1 quarter. The position peaked at $23K in Q3 2022. 92 funds tracked by Wall St. Rank hold PMAR as of Q4 2022.

  • Woodard & Company Asset Management Group reported no remaining Innovator US Equity Power Buffer ETF March position as of Q4 2022 after selling out during the quarter.
  • Woodard & Company Asset Management Group sold 800 Innovator US Equity Power Buffer ETF March shares in Q4 2022, an estimated $23K.
  • Woodard & Company Asset Management Group first reported a position in Innovator US Equity Power Buffer ETF March in Q3 2022 and held it in 1 quarter.
  • Woodard & Company Asset Management Group's Innovator US Equity Power Buffer ETF March position peaked at $23K in Q3 2022.
  • 92 funds tracked by Wall St. Rank held Innovator US Equity Power Buffer ETF March as of Q4 2022.

Based on Woodard & Company Asset Management Group's 13F filing for Q4 2022, filed 14 Feb 2023.