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 Q2	–	Sell	-783	Closed	-$34.9K	–	1003
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 $302B AUM 26.44% 1-Year Est. Return

PCM

Penserra Capital Management Orinda, California $13B AUM 71.84% 1-Year Est. Return

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 Boston, Massachusetts $97.6B AUM 29.43% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Annis Gardner Whiting Capital Advisors's PMAR Position: Q2 2026 in Review

Annis Gardner Whiting Capital Advisors sold out of Innovator US Equity Power Buffer ETF March (PMAR) in Q2 2026, closing a stake of 783 shares — an estimated $34.9K sold.

Annis Gardner Whiting Capital Advisors first reported a position in PMAR in Q1 2024 and held it in 5 quarters. The position peaked at $293K in Q1 2024. 215 funds tracked by Wall St. Rank hold PMAR as of Q2 2026.

Annis Gardner Whiting Capital Advisors reported no remaining Innovator US Equity Power Buffer ETF March position as of Q2 2026 after selling out during the quarter.
Annis Gardner Whiting Capital Advisors sold 783 Innovator US Equity Power Buffer ETF March shares in Q2 2026, an estimated $34.9K.
Annis Gardner Whiting Capital Advisors first reported a position in Innovator US Equity Power Buffer ETF March in Q1 2024 and held it in 5 quarters.
Annis Gardner Whiting Capital Advisors's Innovator US Equity Power Buffer ETF March position peaked at $293K in Q1 2024.
215 funds tracked by Wall St. Rank held Innovator US Equity Power Buffer ETF March as of Q2 2026.

Based on Annis Gardner Whiting Capital Advisors's 13F filing for Q2 2026, filed 10 Aug 2026.