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 Q3	$1.26M	Hold	25,793	–	–	0.12%	112
2026 Q2	$1.23M	Sell	25,793 -10,059	-28%	-$473K	0.12%	115
2026 Q1	$1.6M	Buy	35,852 +7,804	+28%	+$352K	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

SEP

Southland Equity Partners Wildwood, Missouri $583M AUM 16.78% 1-Year Est. Return

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Kestra Advisory Services Austin, Texas $35.1B AUM 20.13% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $106B AUM 21.33% 1-Year Est. Return

CoreCap Advisors Southfield, Michigan $3.48B AUM 21.43% 1-Year Est. Return

Brookstone Capital Management Wheaton, Illinois $10.1B AUM 17.94% 1-Year Est. Return

Bellwether Advisors Lincoln, Nebraska $682M AUM 32.93% 1-Year Est. Return

William Blair & Company Chicago, Illinois $38.6B AUM 22.09% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $45.2B AUM 20.72% 1-Year Est. Return

Ascent Wealth Partners's PMAR Position: Q3 2026 in Review

Ascent Wealth Partners held its Innovator US Equity Power Buffer ETF March (PMAR) position steady in Q3 2026 at 25,793 shares worth $1.26M. The position accounts for 0.12% of the portfolio, ranked #112.

Ascent Wealth Partners first reported a position in PMAR in Q1 2024 and has held it in 11 quarters since. The position peaked at $1.6M in Q1 2026. 141 funds tracked by Wall St. Rank hold PMAR as of Q3 2026.

Ascent Wealth Partners held 25,793 shares of Innovator US Equity Power Buffer ETF March worth $1.26M as of Q3 2026.
Ascent Wealth Partners left its Innovator US Equity Power Buffer ETF March share count unchanged in Q3 2026.
Innovator US Equity Power Buffer ETF March made up 0.12% of Ascent Wealth Partners's portfolio in Q3 2026, its #112 holding.
Ascent Wealth Partners first reported a position in Innovator US Equity Power Buffer ETF March in Q1 2024 and has held it in 11 quarters since.
Ascent Wealth Partners's Innovator US Equity Power Buffer ETF March position peaked at $1.6M in Q1 2026.
141 funds tracked by Wall St. Rank held Innovator US Equity Power Buffer ETF March as of Q3 2026.

Based on Ascent Wealth Partners's 13F filing for Q3 2026, filed 23 Oct 2026.