Annis Gardner Whiting Capital Advisors’s Innovator US Equity Power Buffer ETF March PMAR Stock Holding History

Annis Gardner Whiting Capital Advisors’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 Q1	$34.9K	Buy	783 +283	+57%	+$12.8K	0.01%	636
2025 Q4	$22.5K	Hold	500	–	–	﹤0.01%	639
2025 Q3	$22K	Hold	500	–	–	﹤0.01%	598
2025 Q2	$21.1K	Buy	+500	New	+$20.2K	0.01%	560
2024 Q2	–	Sell	-7,949	Closed	-$293K	–	973
2024 Q1	$293K	Buy	+7,949	New	+$287K	0.1%	151

Other funds holding PMAR

AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

PCM

Penserra Capital Management Orinda, California $8.52B AUM 37.76% 1-Year Est. Return

SEP

Southland Equity Partners Wildwood, Missouri $571M AUM 22.77% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Focus Partners Wealth Boston, Massachusetts $89.9B AUM 20.5% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

KAS

Kestra Advisory Services Austin, Texas $26.4B AUM 21.05% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Annis Gardner Whiting Capital Advisors's PMAR Position: Q1 2026 in Review

Annis Gardner Whiting Capital Advisors increased its Innovator US Equity Power Buffer ETF March (PMAR) stake by 57% in Q1 2026, buying an estimated $12.8K and bringing the position to 783 shares worth $34.9K. The position accounts for 0.01% of the portfolio, ranked #636.

Annis Gardner Whiting Capital Advisors first reported a position in PMAR in Q1 2024 and has held it in 5 quarters since. The position peaked at $293K in Q1 2024. 206 funds tracked by Wall St. Rank hold PMAR as of Q1 2026.

Annis Gardner Whiting Capital Advisors held 783 shares of Innovator US Equity Power Buffer ETF March worth $34.9K as of Q1 2026.
Annis Gardner Whiting Capital Advisors bought 283 Innovator US Equity Power Buffer ETF March shares in Q1 2026, an estimated $12.8K.
Innovator US Equity Power Buffer ETF March made up 0.01% of Annis Gardner Whiting Capital Advisors's portfolio in Q1 2026, its #636 holding.
Annis Gardner Whiting Capital Advisors first reported a position in Innovator US Equity Power Buffer ETF March in Q1 2024 and has held it in 5 quarters since.
Annis Gardner Whiting Capital Advisors's Innovator US Equity Power Buffer ETF March position peaked at $293K in Q1 2024.
206 funds tracked by Wall St. Rank held Innovator US Equity Power Buffer ETF March as of Q1 2026.

Based on Annis Gardner Whiting Capital Advisors's 13F filing for Q1 2026, filed 6 May 2026.