Avantax Advisory Services’s Innovator US Equity Power Buffer ETF March PMAR Stock Holding History

Avantax Advisory Services’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	$702K	Hold	16,632	–	–	﹤0.01%	1383
2025 Q1	$664K	Buy	16,632 +1,010	+6%	+$40.9K	﹤0.01%	1332
2024 Q4	$628K	Sell	15,622 -400	-2%	-$15.9K	﹤0.01%	1313
2024 Q3	$629K	Hold	16,022	–	–	﹤0.01%	1269
2024 Q2	$608K	Sell	16,022 -7,012	-30%	-$259K	﹤0.01%	1245
2024 Q1	$848K	Buy	23,034 +5,861	+34%	+$212K	0.01%	817
2023 Q4	$612K	Sell	17,173 -41,371	-71%	-$1.42M	0.01%	907
2023 Q3	$1.96M	Buy	58,544 +7,454	+15%	+$253K	0.02%	464
2023 Q2	$1.73M	Buy	51,090 +800	+2%	+$26.2K	0.02%	502
2023 Q1	$1.62M	Buy	50,290 +10,660	+27%	+$334K	0.02%	506
2022 Q4	$1.22M	Buy	39,630 +1,800	+5%	+$54.6K	0.02%	566
2022 Q3	$1.1M	Buy	37,830 +7,600	+25%	+$232K	0.02%	532
2022 Q2	$892K	Buy	30,230 +14,700	+95%	+$452K	0.01%	587
2022 Q1	$500K	Buy	15,530 +8,264	+114%	+$261K	0.01%	788
2021 Q4	$229K	Hold	7,266	–	–	﹤0.01%	1108
2021 Q3	$223K	Hold	7,266	–	–	﹤0.01%	1064
2021 Q2	$222K	Hold	7,266	–	–	﹤0.01%	1030
2021 Q1	$215K	Buy	+7,266	New	+$209K	﹤0.01%	946
2020 Q4	–	Sell	-10,696	Closed	-$297K	–	1245
2020 Q3	$297K	Buy	+10,696	New	+$293K	﹤0.01%	1023

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

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

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

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

Kovitz Investment Group Partners Chicago, Illinois $4.31B AUM 20.41% 1-Year Est. Return

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

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

Avantax Advisory Services's PMAR Position: Q2 2025 in Review

Avantax Advisory Services held its Innovator US Equity Power Buffer ETF March (PMAR) position steady in Q2 2025 at 16,632 shares worth $702K. The position accounts for ﹤0.01% of the portfolio, ranked #1383.

Avantax Advisory Services first reported a position in PMAR in Q3 2020 and has held it in 19 quarters since. The position peaked at $1.96M in Q3 2023. 188 funds tracked by Wall St. Rank hold PMAR as of Q2 2025.

Avantax Advisory Services held 16,632 shares of Innovator US Equity Power Buffer ETF March worth $702K as of Q2 2025.
Avantax Advisory Services left its Innovator US Equity Power Buffer ETF March share count unchanged in Q2 2025.
Innovator US Equity Power Buffer ETF March made up ﹤0.01% of Avantax Advisory Services's portfolio in Q2 2025, its #1383 holding.
Avantax Advisory Services first reported a position in Innovator US Equity Power Buffer ETF March in Q3 2020 and has held it in 19 quarters since.
Avantax Advisory Services's Innovator US Equity Power Buffer ETF March position peaked at $1.96M in Q3 2023.
188 funds tracked by Wall St. Rank held Innovator US Equity Power Buffer ETF March as of Q2 2025.

Based on Avantax Advisory Services's 13F filing for Q2 2025, filed 8 Aug 2025.