AssuredPartners Investment Advisors’s Innovator US Equity Power Buffer ETF March PMAR Stock Holding History

AssuredPartners Investment 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 Q1	$312K	Buy	6,937 +1,207	+21%	+$54.5K	0.03%	323
2025 Q4	$258K	Buy	+5,730	New	+$254K	0.04%	297
2025 Q2	–	Sell	-7,128	Closed	-$285K	–	307
2025 Q1	$285K	Hold	7,128	–	–	0.05%	275
2024 Q4	$286K	Buy	+7,128	New	+$284K	0.06%	280

Other funds holding PMAR

AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

PCM

Penserra Capital Management Orinda, California $8.52B AUM 37.76% 1-Year Est. Return

SEP

Southland Equity Partners Wildwood, Missouri $571M AUM 22.77% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Focus Partners Wealth Boston, Massachusetts $89.9B AUM 20.5% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

KAS

Kestra Advisory Services Austin, Texas $26.4B AUM 21.05% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

AssuredPartners Investment Advisors's PMAR Position: Q1 2026 in Review

AssuredPartners Investment Advisors increased its Innovator US Equity Power Buffer ETF March (PMAR) stake by 21% in Q1 2026, buying an estimated $54.5K and bringing the position to 6,937 shares worth $312K. The position accounts for 0.03% of the portfolio, ranked #323.

AssuredPartners Investment Advisors first reported a position in PMAR in Q4 2024 and has held it in 4 quarters since. 206 funds tracked by Wall St. Rank hold PMAR as of Q1 2026.

AssuredPartners Investment Advisors held 6,937 shares of Innovator US Equity Power Buffer ETF March worth $312K as of Q1 2026.
AssuredPartners Investment Advisors bought 1,207 Innovator US Equity Power Buffer ETF March shares in Q1 2026, an estimated $54.5K.
Innovator US Equity Power Buffer ETF March made up 0.03% of AssuredPartners Investment Advisors's portfolio in Q1 2026, its #323 holding.
AssuredPartners Investment Advisors first reported a position in Innovator US Equity Power Buffer ETF March in Q4 2024 and has held it in 4 quarters since.
206 funds tracked by Wall St. Rank held Innovator US Equity Power Buffer ETF March as of Q1 2026.

Based on AssuredPartners Investment Advisors's 13F filing for Q1 2026, filed 13 Apr 2026.