Arkadios Wealth Advisors’s Innovator US Equity Power Buffer ETF March PMAR Stock Holding History

Arkadios Wealth 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	$1.62M	Buy	33,883 +23,528	+227%	+$1.11M	0.02%	624
2026 Q1	$462K	Buy	10,355 +2,183	+27%	+$98.6K	0.01%	1149
2025 Q4	$367K	Sell	8,172 -1,242	-13%	-$55K	0.01%	1153
2025 Q3	$413K	Sell	9,414 -13,561	-59%	-$584K	0.01%	1023
2025 Q2	$970K	Buy	22,975 +13,859	+152%	+$560K	0.03%	584
2025 Q1	$364K	Buy	9,116 +805	+10%	+$32.6K	0.01%	827
2024 Q4	$334K	Sell	8,311 -2,402	-22%	-$95.6K	0.02%	685
2024 Q3	$420K	Buy	10,713 +141	+1%	+$5.41K	0.02%	601
2024 Q2	$401K	Buy	10,572 +2,265	+27%	+$83.8K	0.03%	541
2024 Q1	$306K	Buy	+8,307	New	+$300K	0.02%	533

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

Arkadios Wealth Advisors's PMAR Position: Q2 2026 in Review

Arkadios Wealth Advisors increased its Innovator US Equity Power Buffer ETF March (PMAR) stake by 227% in Q2 2026, buying an estimated $1.11M and bringing the position to 33,883 shares worth $1.62M. The position accounts for 0.02% of the portfolio, ranked #624.

Arkadios Wealth Advisors first reported a position in PMAR in Q1 2024 and has held it in 10 quarters since. 212 funds tracked by Wall St. Rank hold PMAR as of Q2 2026.

Arkadios Wealth Advisors held 33,883 shares of Innovator US Equity Power Buffer ETF March worth $1.62M as of Q2 2026.
Arkadios Wealth Advisors bought 23,528 Innovator US Equity Power Buffer ETF March shares in Q2 2026, an estimated $1.11M.
Innovator US Equity Power Buffer ETF March made up 0.02% of Arkadios Wealth Advisors's portfolio in Q2 2026, its #624 holding.
Arkadios Wealth Advisors first reported a position in Innovator US Equity Power Buffer ETF March in Q1 2024 and has held it in 10 quarters since.
212 funds tracked by Wall St. Rank held Innovator US Equity Power Buffer ETF March as of Q2 2026.

Based on Arkadios Wealth Advisors's 13F filing for Q2 2026, filed 10 Aug 2026.