AssetMark Inc’s Innovator US Equity Power Buffer ETF March PMAR Stock Holding History

AssetMark Inc’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	$3.63K	Hold	76	–	–	﹤0.01%	2797
2026 Q1	$3.39K	Sell	76 -214	-74%	-$9.67K	﹤0.01%	2701
2025 Q4	$13K	Hold	290	–	–	﹤0.01%	2132
2025 Q3	$12.7K	Hold	290	–	–	﹤0.01%	2048
2025 Q2	$12.2K	Buy	290 +219	+308%	+$8.85K	﹤0.01%	1916
2025 Q1	$2.83K	Hold	71	–	–	﹤0.01%	2103
2024 Q4	$2.85K	Buy	+71	New	+$2.83K	﹤0.01%	2042

Other funds holding PMAR

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

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

KAS

Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return

CoreCap Advisors Southfield, Michigan $3.39B AUM 31.21% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

CWRP

Cassady Wealth & Retirement Planning Henderson, Nevada $215M AUM

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

AssetMark Inc's PMAR Position: Q2 2026 in Review

AssetMark Inc held its Innovator US Equity Power Buffer ETF March (PMAR) position steady in Q2 2026 at 76 shares worth $3.63K. The position accounts for ﹤0.01% of the portfolio, ranked #2797.

AssetMark Inc first reported a position in PMAR in Q4 2024 and has held it in 7 quarters since. The position peaked at $13K in Q4 2025. 118 funds tracked by Wall St. Rank hold PMAR as of Q2 2026.

AssetMark Inc held 76 shares of Innovator US Equity Power Buffer ETF March worth $3.63K as of Q2 2026.
AssetMark Inc left its Innovator US Equity Power Buffer ETF March share count unchanged in Q2 2026.
Innovator US Equity Power Buffer ETF March made up ﹤0.01% of AssetMark Inc's portfolio in Q2 2026, its #2797 holding.
AssetMark Inc first reported a position in Innovator US Equity Power Buffer ETF March in Q4 2024 and has held it in 7 quarters since.
AssetMark Inc's Innovator US Equity Power Buffer ETF March position peaked at $13K in Q4 2025.
118 funds tracked by Wall St. Rank held Innovator US Equity Power Buffer ETF March as of Q2 2026.

Based on AssetMark Inc's 13F filing for Q2 2026, filed 30 Jul 2026.