Cassady Wealth & Retirement Planning LLC Has $5.75 Million Position in Innovator U.S. Equity Power Buffer ETF – March $PMAR

Cassady Wealth & Retirement Planning LLC boosted its holdings in shares of Innovator U.S. Equity Power Buffer ETF – March (BATS:PMAR) by 36.2% during the 1st quarter, according to its most recent filing with the Securities and Exchange Commission. The firm owned 122,807 shares of the company’s stock after purchasing an additional 32,655 shares during the quarter. Innovator U.S. Equity Power Buffer ETF – March comprises 2.8% of Cassady Wealth & Retirement Planning LLC’s portfolio, making the stock its 7th biggest holding. Cassady Wealth & Retirement Planning LLC owned 0.78% of Innovator U.S. Equity Power Buffer ETF – March worth $5,752,000 as of its most recent SEC filing.

A number of other large investors also recently added to or reduced their stakes in the business. Arkadios Wealth Advisors boosted its stake in Innovator U.S. Equity Power Buffer ETF – March by 26.7% in the 1st quarter. Arkadios Wealth Advisors now owns 10,355 shares of the company’s stock worth $462,000 after purchasing an additional 2,183 shares during the period. Sunbelt Securities Inc. bought a new stake in shares of Innovator U.S. Equity Power Buffer ETF – March in the 1st quarter worth about $164,000. Jessup Wealth Management Inc increased its position in shares of Innovator U.S. Equity Power Buffer ETF – March by 20.4% during the 1st quarter. Jessup Wealth Management Inc now owns 22,248 shares of the company’s stock valued at $993,000 after purchasing an additional 3,774 shares during the last quarter. Wealth Alliance LLC raised its stake in shares of Innovator U.S. Equity Power Buffer ETF – March by 4.3% in the first quarter. Wealth Alliance LLC now owns 87,241 shares of the company’s stock valued at $3,893,000 after acquiring an additional 3,569 shares during the period. Finally, Cetera Investment Advisers boosted its position in shares of Innovator U.S. Equity Power Buffer ETF – March by 1.4% during the first quarter. Cetera Investment Advisers now owns 259,671 shares of the company’s stock valued at $11,587,000 after buying an additional 3,535 shares during the period.

Innovator U.S. Equity Power Buffer ETF – March Stock Down 0.6%

PMAR opened at $47.60 on Thursday. Innovator U.S. Equity Power Buffer ETF – March has a 52-week low of $42.42 and a 52-week high of $48.17. The stock has a market cap of $753.51 million, a P/E ratio of 25.08 and a beta of 0.40. The business has a fifty day moving average of $47.71 and a 200 day moving average of $46.38.

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.