Diversify Advisory Services LLC Has $3.99 Million Stock Holdings in Innovator U.S. Equity Power Buffer ETF – March (BATS:PMAR)

Diversify Advisory Services LLC reduced its stake in Innovator U.S. Equity Power Buffer ETF – March (BATS:PMAR) by 18.0% during the fourth quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission (SEC). The firm owned 99,703 shares of the company’s stock after selling 21,940 shares during the quarter. Diversify Advisory Services LLC’s holdings in Innovator U.S. Equity Power Buffer ETF – March were worth $3,993,000 at the end of the most recent reporting period.

Several other institutional investors have also added to or reduced their stakes in PMAR. Bank of Montreal Can bought a new position in Innovator U.S. Equity Power Buffer ETF – March during the 2nd quarter worth approximately $553,000. Straight Path Wealth Management acquired a new stake in shares of Innovator U.S. Equity Power Buffer ETF – March during the second quarter worth $237,000. NewEdge Advisors LLC raised its stake in Innovator U.S. Equity Power Buffer ETF – March by 1.5% during the second quarter. NewEdge Advisors LLC now owns 48,432 shares of the company’s stock worth $1,837,000 after buying an additional 703 shares during the last quarter. B. Riley Wealth Advisors Inc. lifted its holdings in Innovator U.S. Equity Power Buffer ETF – March by 28.7% in the second quarter. B. Riley Wealth Advisors Inc. now owns 11,439 shares of the company’s stock valued at $434,000 after buying an additional 2,552 shares during the period. Finally, HFG Wealth Management LLC bought a new stake in Innovator U.S. Equity Power Buffer ETF – March during the second quarter valued at $8,414,000.

Innovator U.S. Equity Power Buffer ETF – March Stock Performance

PMAR stock opened at $40.56 on Monday. The company has a market cap of $787.98 million, a price-to-earnings ratio of 23.83 and a beta of 0.44. The stock has a fifty day simple moving average of $40.15 and a 200-day simple moving average of $39.22.

Innovator U.S. Equity Power Buffer ETF – March Profile

The Innovator S&P 500 Power Buffer ETF – March (PMAR) is an exchange-traded fund that is based on the S&P 500 Price Return index. The fund aims for specific buffered losses and capped gains on the S&P 500 over a specific holdings period. The actively-managed fund holds options and collateral. PMAR was launched on Mar 2, 2020 and is managed by Innovator.