Foundations Investment Advisors LLC Increases Stock Position in Innovator U.S. Equity Power Buffer ETF – March

Foundations Investment Advisors LLC has notably increased its investment in the Innovator U.S. Equity Power Buffer ETF – March (BATS:PMAR) by 37.0% during the third quarter of the year. According to their latest filing with the Securities and Exchange Commission (SEC), the firm now holds a total of 32,849 shares after acquiring an additional 8,874 shares during this period. As of the recent SEC filing, Foundations Investment Advisors LLC’s holdings represent about 0.17% of the ETF's total shares and are valued at approximately $1,289,000.

Additionally, other institutional investors and hedge funds have also been active in trading Innovator U.S. Equity Power Buffer ETF – March. For instance, Triad Wealth Partners LLC established a new stake in the ETF in the second quarter, valued at $36,000. Similarly, Ashton Thomas Private Wealth LLC and Geneos Wealth Management Inc. made new acquisitions valued at $42,000 and $105,000, respectively, during the same quarter. Hazlett Burt & Watson Inc. increased its stake by 67.1% during the second quarter, now holding 3,425 shares worth $129,000 after purchasing an extra 1,375 shares. Furthermore, Koshinski Asset Management Inc. also entered the market with a new position valued at $207,000 in the first quarter.

Trading Activity of Innovator U.S. Equity Power Buffer ETF – March

As of Thursday, the Innovator U.S. Equity Power Buffer ETF – March (BATS: PMAR) opened at $39.42. The ETF boasts a market capitalization of approximately $765.93 million, with a price-to-earnings ratio of 23.83 and a beta of 0.44, indicating low volatility compared to the overall market. Technical indicators show that the ETF has a 50-day simple moving average of $38.93 and a two-hundred-day simple moving average of $37.93, suggesting a positive trend in price movements.

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

The Innovator U.S. Equity Power Buffer ETF – March is structured as an exchange-traded fund focused on providing a blend of buffered losses and capped gains linked to the S&P 500 Price Return index. The fund employs an actively managed approach, utilizing options and collateral to achieve its targeted investment outcomes. The ETF was launched on March 2, 2020, and is managed by Innovator.

Investment, ETF, Stake