Atticus Wealth Management’s Innovator US Equity Power Buffer ETF March PMAR Stock Holding History

Atticus Wealth Management’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	$2.91M	Sell	59,433 -100	-0.2%	-$4.84K	0.64%	28
2026 Q2	$2.84M	Sell	59,533 -3,100	-5%	-$146K	0.68%	28
2026 Q1	$2.79M	Sell	62,633 -2,635	-4%	-$119K	0.76%	26
2025 Q4	$2.93M	Sell	65,268 -347	-0.5%	-$15.4K	0.72%	26
2025 Q3	$2.88M	Hold	65,615	–	–	0.73%	26
2025 Q2	$2.77M	Hold	65,615	–	–	0.75%	24
2025 Q1	$2.62M	Sell	65,615 -1,590	-2%	-$64.4K	0.86%	21
2024 Q4	$2.7M	Hold	67,205	–	–	0.84%	23
2024 Q3	$2.64M	Hold	67,205	–	–	0.85%	21
2024 Q2	$2.55M	Hold	67,205	–	–	0.83%	23
2024 Q1	$2.47M	Buy	67,205 +2,305	+4%	+$83.3K	0.81%	22
2023 Q4	$2.31M	Hold	64,900	–	–	0.82%	21
2023 Q3	$2.17M	Sell	64,900 -400	-0.6%	-$13.6K	0.83%	23
2023 Q2	$2.21M	Hold	65,300	–	–	0.81%	23
2023 Q1	$2.1M	Buy	+65,300	New	+$2.05M	0.8%	22

Other funds holding PMAR

SEP

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

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

Diligent Investors Redlands, California $455M AUM 20.89% 1-Year Est. Return

KFG Wealth Management Granger, Indiana $922M AUM 10.87% 1-Year Est. Return

Hardworking Capital Advisors Palm Desert, California $121M AUM 6.26% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Diversify Advisory Services Sandy, Utah $6.69B AUM 18.85% 1-Year Est. Return

Diversify Wealth Management Sandy, Utah $6.69B AUM 22.4% 1-Year Est. Return

Concurrent Investment Advisors Tampa, Florida $14.5B AUM 24.52% 1-Year Est. Return

BFI Wealth Solutions Dallas, Texas $146M AUM 11.97% 1-Year Est. Return

Atticus Wealth Management's PMAR Position: Q3 2026 in Review

Atticus Wealth Management reduced its Innovator US Equity Power Buffer ETF March (PMAR) stake by 0.17% in Q3 2026, selling an estimated $4.84K and leaving 59,433 shares worth $2.91M. The position accounts for 0.64% of the portfolio, ranked #28.

Atticus Wealth Management first reported a position in PMAR in Q1 2023 and has held it in 15 quarters since. The position peaked at $2.93M in Q4 2025. 66 funds tracked by Wall St. Rank hold PMAR as of Q3 2026.

Atticus Wealth Management held 59,433 shares of Innovator US Equity Power Buffer ETF March worth $2.91M as of Q3 2026.
Atticus Wealth Management sold 100 Innovator US Equity Power Buffer ETF March shares in Q3 2026, an estimated $4.84K.
Innovator US Equity Power Buffer ETF March made up 0.64% of Atticus Wealth Management's portfolio in Q3 2026, its #28 holding.
Atticus Wealth Management first reported a position in Innovator US Equity Power Buffer ETF March in Q1 2023 and has held it in 15 quarters since.
Atticus Wealth Management's Innovator US Equity Power Buffer ETF March position peaked at $2.93M in Q4 2025.
66 funds tracked by Wall St. Rank held Innovator US Equity Power Buffer ETF March as of Q3 2026.

Based on Atticus Wealth Management's 13F filing for Q3 2026, filed 20 Oct 2026.