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AE Wealth Management’s Innovator US Equity Power Buffer ETF March PMAR Stock Holding History

AE Wealth Management’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
2026
Q2 		$1.73M Sell
36,134
-6,941
-16% -$326K 0.01% 708
2026
Q1 		$1.92M Buy
43,075
+16,806
+64% +$759K 0.01% 660
2025
Q4 		$1.18M Sell
26,269
-4,538
-15% -$201K 0.01% 752
2025
Q3 		$1.35M Sell
30,807
-100
-0.3% -$4.31K 0.01% 675
2025
Q2 		$1.31M Sell
30,907
-2,285
-7% -$92.3K 0.01% 652
2025
Q1 		$1.33M Sell
33,192
-17,125
-34% -$693K 0.01% 644
2024
Q4 		$2.02M Sell
50,317
-15,397
-23% -$613K 0.02% 517
2024
Q3 		$2.58M Sell
65,714
-2,807
-4% -$108K 0.02% 462
2024
Q2 		$2.6M Sell
68,521
-1,216,131
-95% -$45M 0.03% 463
2024
Q1 		$47.3M Buy
1,284,652
+1,220,508
+1,903% +$44.1M 0.53% 36
2023
Q4 		$2.31M Sell
64,144
-27,698
-30% -$953K 0.01% 852
2023
Q3 		$3.08M Sell
91,842
-14,487
-14% -$491K 0.02% 704
2023
Q2 		$3.59M Sell
106,329
-257,475
-71% -$8.42M 0.02% 640
2023
Q1 		$11.7M Buy
363,804
+88,001
+32% +$2.76M 0.08% 317
2022
Q4 		$8.47M Sell
275,803
-6,269
-2% -$190K 0.06% 358
2022
Q3 		$8.21M Buy
282,072
+261,906
+1,299% +$7.98M 0.07% 321
2022
Q2 		$595K Buy
20,166
+24
+0.1% +$738 ﹤0.01% 1108
2022
Q1 		$650K Buy
20,142
+6,641
+49% +$210K ﹤0.01% 1096
2021
Q4 		$426K Sell
13,501
-2,250
-14% -$70.3K ﹤0.01% 1315
2021
Q3 		$483K Hold
15,751
– – ﹤0.01% 1181
2021
Q2 		$481K Buy
15,751
+1,668
+12% +$50.3K ﹤0.01% 1154
2021
Q1 		$416K Buy
14,083
+5,352
+61% +$154K ﹤0.01% 1107
2020
Q4 		$248K Buy
+8,731
New +$245K ﹤0.01% 1204

Other funds holding PMAR

AllianceBernstein
AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return
PCM
Penserra Capital Management Orinda, California $13B AUM 71.84% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
BCM
Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return
SEP
Southland Equity Partners Wildwood, Missouri $571M AUM 22.77% 1-Year Est. Return
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $97.6B AUM 29.43% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

AE Wealth Management's PMAR Position: Q2 2026 in Review

AE Wealth Management reduced its Innovator US Equity Power Buffer ETF March (PMAR) stake by 16% in Q2 2026, selling an estimated $326K and leaving 36,134 shares worth $1.73M. The position accounts for 0.01% of the portfolio, ranked #708.

AE Wealth Management first reported a position in PMAR in Q4 2020 and has held it in 23 quarters since. The position peaked at $47.3M in Q1 2024. 212 funds tracked by Wall St. Rank hold PMAR as of Q2 2026.

  • AE Wealth Management held 36,134 shares of Innovator US Equity Power Buffer ETF March worth $1.73M as of Q2 2026.
  • AE Wealth Management sold 6,941 Innovator US Equity Power Buffer ETF March shares in Q2 2026, an estimated $326K.
  • Innovator US Equity Power Buffer ETF March made up 0.01% of AE Wealth Management's portfolio in Q2 2026, its #708 holding.
  • AE Wealth Management first reported a position in Innovator US Equity Power Buffer ETF March in Q4 2020 and has held it in 23 quarters since.
  • AE Wealth Management's Innovator US Equity Power Buffer ETF March position peaked at $47.3M in Q1 2024.
  • 212 funds tracked by Wall St. Rank held Innovator US Equity Power Buffer ETF March as of Q2 2026.

Based on AE Wealth Management's 13F filing for Q2 2026, filed 3 Aug 2026.