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

BCS 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	$2.69M	Sell	56,372 -405	-0.7%	-$19K	0.49%	48
2026 Q1	$2.53M	Sell	56,777 -58,149	-51%	-$2.63M	0.52%	44
2025 Q4	$5.16M	Buy	114,926 +57,364	+100%	+$2.54M	0.52%	46
2025 Q3	$2.53M	Sell	57,562 -2,456	-4%	-$106K	0.57%	46
2025 Q2	$2.54M	Buy	60,018 +901	+2%	+$36.4K	0.55%	46
2025 Q1	$2.36M	Sell	59,117 -11,574	-16%	-$469K	0.61%	41
2024 Q4	$2.84M	Sell	70,691 -5,130	-7%	-$204K	0.71%	39
2024 Q3	$2.98M	Sell	75,821 -5,316	-7%	-$204K	1.27%	24
2024 Q2	$3.08M	Sell	81,137 -117	-0.1%	-$4.33K	1.5%	18
2024 Q1	$2.99M	Buy	81,254 +11,801	+17%	+$426K	0.96%	24
2023 Q4	$2.47M	Sell	69,453 -1,121	-2%	-$38.6K	0.91%	24
2023 Q3	$2.36M	Sell	70,574 -715	-1%	-$24.2K	0.98%	22
2023 Q2	$2.41M	Sell	71,289 -8,782	-11%	-$287K	1.76%	14
2023 Q1	$2.58M	Buy	80,071 +11,934	+18%	+$374K	1.16%	20
2022 Q4	$2.09M	Sell	68,137 -435	-0.6%	-$13.2K	0.88%	28
2022 Q3	$2M	Sell	68,572 -90	-0.1%	-$2.74K	0.94%	21
2022 Q2	$2.03M	Sell	68,662 -249	-0.4%	-$7.66K	0.9%	23
2022 Q1	$2.22M	Buy	68,911 +10,513	+18%	+$332K	0.92%	24
2021 Q4	$1.84M	Buy	58,398 +1,708	+3%	+$53.3K	0.66%	32
2021 Q3	$1.74M	Hold	56,690	–	–	0.74%	28
2021 Q2	$1.73M	Hold	56,690	–	–	0.92%	23
2021 Q1	$1.67M	Buy	+56,690	New	+$1.63M	0.79%	26

Other funds holding PMAR

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

CoreCap Advisors Southfield, Michigan $3.39B AUM 31.21% 1-Year Est. Return

AWM

Atticus Wealth Management Palm Beach Gardens, Florida $420M AUM 23.31% 1-Year Est. Return

YWS

Yarger Wealth Strategies Westerville, Ohio $278M AUM 22.01% 1-Year Est. Return

SWM

Spire Wealth Management Mclean, Virginia $3.31B AUM 38.78% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

PFGIA

Patriot Financial Group Insurance Agency Westborough, Massachusetts $974M AUM 29.77% 1-Year Est. Return

LWM

Lakeridge Wealth Management Mentor, Ohio $272M AUM 22.77% 1-Year Est. Return

CRWM

Castle Rock Wealth Management Walnut Creek, California $509M AUM 36.93% 1-Year Est. Return

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

BCS Wealth Management reduced its Innovator US Equity Power Buffer ETF March (PMAR) stake by 0.71% in Q2 2026, selling an estimated $19K and leaving 56,372 shares worth $2.69M. The position accounts for 0.49% of the portfolio, ranked #48.

BCS Wealth Management first reported a position in PMAR in Q1 2021 and has held it in 22 quarters since. The position peaked at $5.16M in Q4 2025. 32 funds tracked by Wall St. Rank hold PMAR as of Q2 2026.

BCS Wealth Management held 56,372 shares of Innovator US Equity Power Buffer ETF March worth $2.69M as of Q2 2026.
BCS Wealth Management sold 405 Innovator US Equity Power Buffer ETF March shares in Q2 2026, an estimated $19K.
Innovator US Equity Power Buffer ETF March made up 0.49% of BCS Wealth Management's portfolio in Q2 2026, its #48 holding.
BCS Wealth Management first reported a position in Innovator US Equity Power Buffer ETF March in Q1 2021 and has held it in 22 quarters since.
BCS Wealth Management's Innovator US Equity Power Buffer ETF March position peaked at $5.16M in Q4 2025.
32 funds tracked by Wall St. Rank held Innovator US Equity Power Buffer ETF March as of Q2 2026.

Based on BCS Wealth Management's 13F filing for Q2 2026, filed 16 Jul 2026.