Ascent Wealth Partners’s Innovator US Equity Power Buffer ETF March PMAR Stock Holding History

Ascent Wealth Partners’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	$1.23M	Sell	25,793 -10,059	-28%	-$473K	0.12%	115
2026 Q1	$1.6M	Buy	35,852 +7,804	+28%	+$353K	0.19%	103
2025 Q4	$1.26M	Hold	28,048	–	–	0.15%	112
2025 Q3	$1.23M	Hold	28,048	–	–	0.14%	112
2025 Q2	$1.18M	Buy	28,048 +1,870	+7%	+$75.5K	0.15%	113
2025 Q1	$1.05M	Buy	26,178 +12,248	+88%	+$496K	0.14%	113
2024 Q4	$560K	Hold	13,930	–	–	0.08%	120
2024 Q3	$547K	Sell	13,930 -2,753	-17%	-$106K	0.08%	118
2024 Q2	$633K	Hold	16,683	–	–	0.09%	119
2024 Q1	$614K	Buy	+16,683	New	+$603K	0.09%	121

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

Ascent Wealth Partners's PMAR Position: Q2 2026 in Review

Ascent Wealth Partners reduced its Innovator US Equity Power Buffer ETF March (PMAR) stake by 28% in Q2 2026, selling an estimated $473K and leaving 25,793 shares worth $1.23M. The position accounts for 0.12% of the portfolio, ranked #115.

Ascent Wealth Partners first reported a position in PMAR in Q1 2024 and has held it in 10 quarters since. The position peaked at $1.6M in Q1 2026. 213 funds tracked by Wall St. Rank hold PMAR as of Q2 2026.

Ascent Wealth Partners held 25,793 shares of Innovator US Equity Power Buffer ETF March worth $1.23M as of Q2 2026.
Ascent Wealth Partners sold 10,059 Innovator US Equity Power Buffer ETF March shares in Q2 2026, an estimated $473K.
Innovator US Equity Power Buffer ETF March made up 0.12% of Ascent Wealth Partners's portfolio in Q2 2026, its #115 holding.
Ascent Wealth Partners first reported a position in Innovator US Equity Power Buffer ETF March in Q1 2024 and has held it in 10 quarters since.
Ascent Wealth Partners's Innovator US Equity Power Buffer ETF March position peaked at $1.6M in Q1 2026.
213 funds tracked by Wall St. Rank held Innovator US Equity Power Buffer ETF March as of Q2 2026.

Based on Ascent Wealth Partners's 13F filing for Q2 2026, filed 31 Jul 2026.