BCS Wealth Management
PMAR icon

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
Q3 		$2.74M Sell
55,979
-393
-0.7% -$19K 0.49% 47
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

SEP
Southland Equity Partners Wildwood, Missouri $583M AUM 16.78% 1-Year Est. Return
Kestra Advisory Services
Kestra Advisory Services Austin, Texas $35.1B AUM 20.13% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return
CoreCap Advisors
CoreCap Advisors Southfield, Michigan $3.48B AUM 21.43% 1-Year Est. Return
Brookstone Capital Management
Brookstone Capital Management Wheaton, Illinois $10.1B AUM 17.94% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $45.2B AUM 20.72% 1-Year Est. Return
Cornerstone Wealth
Cornerstone Wealth Greeneville, Tennessee $209M AUM
DI
Diligent Investors Redlands, California $455M AUM 20.89% 1-Year Est. Return
KFG Wealth Management
KFG Wealth Management Granger, Indiana $922M AUM 10.87% 1-Year Est. Return
Hardworking Capital Advisors
Hardworking Capital Advisors Palm Desert, California $121M AUM 6.26% 1-Year Est. Return

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

BCS Wealth Management reduced its Innovator US Equity Power Buffer ETF March (PMAR) stake by 0.7% in Q3 2026, selling an estimated $19K and leaving 55,979 shares worth $2.74M. The position accounts for 0.49% of the portfolio, ranked #47.

BCS Wealth Management first reported a position in PMAR in Q1 2021 and has held it in 23 quarters since. The position peaked at $5.16M in Q4 2025. 118 funds tracked by Wall St. Rank hold PMAR as of Q3 2026.

  • BCS Wealth Management held 55,979 shares of Innovator US Equity Power Buffer ETF March worth $2.74M as of Q3 2026.
  • BCS Wealth Management sold 393 Innovator US Equity Power Buffer ETF March shares in Q3 2026, an estimated $19K.
  • Innovator US Equity Power Buffer ETF March made up 0.49% of BCS Wealth Management's portfolio in Q3 2026, its #47 holding.
  • BCS Wealth Management first reported a position in Innovator US Equity Power Buffer ETF March in Q1 2021 and has held it in 23 quarters since.
  • BCS Wealth Management's Innovator US Equity Power Buffer ETF March position peaked at $5.16M in Q4 2025.
  • 118 funds tracked by Wall St. Rank held Innovator US Equity Power Buffer ETF March as of Q3 2026.

Based on BCS Wealth Management's 13F filing for Q3 2026, filed 3 Nov 2026.