AWS
PMAR icon

Atria Wealth Solutions’s Innovator US Equity Power Buffer ETF March PMAR Stock Holding History

Atria Wealth Solutions’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
2025
Q2 		$1.52M Buy
35,971
+3,388
+10% +$137K 0.03% 496
2025
Q1 		$1.3M Buy
32,583
+26,090
+402% +$1.06M 0.02% 785
2024
Q4 		$261K Sell
6,493
-32
-0.5% -$1.27K ﹤0.01% 1644
2024
Q3 		$256K Sell
6,525
-24,700
-79% -$948K ﹤0.01% 1609
2024
Q2 		$1.18M Buy
31,225
+50
+0.2% +$1.85K 0.01% 818
2024
Q1 		$1.15M Buy
+31,175
New +$1.13M 0.01% 854

Other funds holding PMAR

AllianceBernstein
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
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
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $97.6B AUM 29.43% 1-Year Est. Return
Kovitz Investment Group Partners
Kovitz Investment Group Partners Chicago, Illinois $4.52B AUM 31.84% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

Atria Wealth Solutions's PMAR Position: Q2 2025 in Review

Atria Wealth Solutions increased its Innovator US Equity Power Buffer ETF March (PMAR) stake by 10% in Q2 2025, buying an estimated $137K and bringing the position to 35,971 shares worth $1.52M. The position accounts for 0.03% of the portfolio, ranked #496.

Atria Wealth Solutions first reported a position in PMAR in Q1 2024 and has held it in 6 quarters since. 188 funds tracked by Wall St. Rank hold PMAR as of Q2 2025.

  • Atria Wealth Solutions held 35,971 shares of Innovator US Equity Power Buffer ETF March worth $1.52M as of Q2 2025.
  • Atria Wealth Solutions bought 3,388 Innovator US Equity Power Buffer ETF March shares in Q2 2025, an estimated $137K.
  • Innovator US Equity Power Buffer ETF March made up 0.03% of Atria Wealth Solutions's portfolio in Q2 2025, its #496 holding.
  • Atria Wealth Solutions first reported a position in Innovator US Equity Power Buffer ETF March in Q1 2024 and has held it in 6 quarters since.
  • 188 funds tracked by Wall St. Rank held Innovator US Equity Power Buffer ETF March as of Q2 2025.

Based on Atria Wealth Solutions's 13F filing for Q2 2025, filed 25 Jul 2025.