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 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

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

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 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

Focus Partners Wealth Boston, Massachusetts $97.6B AUM 29.43% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

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

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Atticus Wealth Management's PMAR Position: Q2 2026 in Review

Atticus Wealth Management reduced its Innovator US Equity Power Buffer ETF March (PMAR) stake by 4.9% in Q2 2026, selling an estimated $146K and leaving 59,533 shares worth $2.84M. The position accounts for 0.68% of the portfolio, ranked #28.

Atticus Wealth Management first reported a position in PMAR in Q1 2023 and has held it in 14 quarters since. The position peaked at $2.93M in Q4 2025. 212 funds tracked by Wall St. Rank hold PMAR as of Q2 2026.

Atticus Wealth Management held 59,533 shares of Innovator US Equity Power Buffer ETF March worth $2.84M as of Q2 2026.
Atticus Wealth Management sold 3,100 Innovator US Equity Power Buffer ETF March shares in Q2 2026, an estimated $146K.
Innovator US Equity Power Buffer ETF March made up 0.68% of Atticus Wealth Management's portfolio in Q2 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 14 quarters since.
Atticus Wealth Management's Innovator US Equity Power Buffer ETF March position peaked at $2.93M in Q4 2025.
212 funds tracked by Wall St. Rank held Innovator US Equity Power Buffer ETF March as of Q2 2026.

Based on Atticus Wealth Management's 13F filing for Q2 2026, filed 15 Jul 2026.