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

Cassady Wealth & Retirement Planning LLC lifted its position in Innovator U.S. Equity Power Buffer ETF – March (BATS:PMAR) by 36.2% in the first quarter, Holdings Channel reports. The firm owned 122,807 shares of the company’s stock after buying an additional 32,655 shares during the period. Innovator U.S. Equity Power Buffer ETF – March accounts for 2.8% of Cassady Wealth & Retirement Planning LLC’s investment portfolio, making the stock its 7th largest holding. Cassady Wealth & Retirement Planning LLC’s holdings in Innovator U.S. Equity Power Buffer ETF – March were worth $5,752,000 as of its most recent SEC filing.

Several other hedge funds and other institutional investors also recently bought and sold shares of the company. Focus Partners Wealth raised its position in Innovator U.S. Equity Power Buffer ETF – March by 90.5% during the 4th quarter. Focus Partners Wealth now owns 575,120 shares of the company’s stock valued at $25,847,000 after purchasing an additional 273,245 shares in the last quarter. Hardworking Capital Advisors LLC bought a new position in shares of Innovator U.S. Equity Power Buffer ETF – March during the 4th quarter worth $3,943,000. Kestra Advisory Services LLC increased its stake in shares of Innovator U.S. Equity Power Buffer ETF – March by 40.5% during the first quarter. Kestra Advisory Services LLC now owns 255,499 shares of the company’s stock valued at $11,400,000 after buying an additional 73,627 shares during the period. Diversify Wealth Management LLC purchased a new position in shares of Innovator U.S. Equity Power Buffer ETF – March during the first quarter valued at $3,316,000. Finally, BCS Wealth Management raised its holdings in shares of Innovator U.S. Equity Power Buffer ETF – March by 99.7% in the fourth quarter. BCS Wealth Management now owns 114,926 shares of the company’s stock valued at $5,165,000 after acquiring an additional 57,364 shares in the last quarter.

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

BATS:PMAR opened at $47.60 on Thursday. The firm has a market cap of $753.51 million, a PE ratio of 25.08 and a beta of 0.40. The company has a 50-day moving average of $47.71 and a 200 day moving average of $46.38. Innovator U.S. Equity Power Buffer ETF – March has a 1-year low of $42.42 and a 1-year high of $48.17.

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