Bedel Financial Consulting’s Innovator US Equity Power Buffer ETF March PMAR Stock Holding History

Bedel Financial Consulting’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	$331K	Sell	6,927 -434	-6%	-$20.4K	0.03%	229
2026 Q1	$328K	Sell	7,361 -1,147	-13%	-$51.8K	0.04%	214
2025 Q4	$382K	Sell	8,508 -566	-6%	-$25.1K	0.04%	188
2025 Q3	$398K	Hold	9,074	–	–	0.05%	186
2025 Q2	$383K	Hold	9,074	–	–	0.05%	185
2025 Q1	$362K	Hold	9,074	–	–	0.05%	184
2024 Q4	$370K	Hold	9,074	–	–	0.05%	189
2024 Q3	$356K	Hold	9,074	–	–	0.05%	183
2024 Q2	$344K	Hold	9,074	–	–	0.05%	178
2024 Q1	$334K	Sell	9,074 -512	-5%	-$18.5K	0.05%	181
2023 Q4	$341K	Hold	9,586	–	–	0.06%	167
2023 Q3	$321K	Hold	9,586	–	–	0.07%	161
2023 Q2	$324K	Hold	9,586	–	–	0.07%	164
2023 Q1	$308K	Hold	9,586	–	–	0.08%	162
2022 Q4	$294K	Hold	9,586	–	–	0.07%	168
2022 Q3	$290K	Sell	9,586 -416	-4%	-$12.7K	0.08%	161
2022 Q2	$295K	Hold	10,002	–	–	0.09%	151
2022 Q1	$323K	Buy	10,002 +1,027	+11%	+$32.4K	0.1%	135
2021 Q4	$283K	Hold	8,975	–	–	0.09%	154
2021 Q3	$275K	Hold	8,975	–	–	0.09%	149
2021 Q2	$274K	Buy	8,975 +416	+5%	+$12.6K	0.1%	153
2021 Q1	$253K	Hold	8,559	–	–	0.1%	152
2020 Q4	$243K	Hold	8,559	–	–	0.11%	129
2020 Q3	$236K	Hold	8,559	–	–	0.12%	125
2020 Q2	$229K	Buy	8,559 +1,659	+24%	+$43K	0.12%	114
2020 Q1	$166K	Buy	+6,900	New	+$168K	0.11%	135

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

Bedel Financial Consulting's PMAR Position: Q2 2026 in Review

Bedel Financial Consulting reduced its Innovator US Equity Power Buffer ETF March (PMAR) stake by 5.9% in Q2 2026, selling an estimated $20.4K and leaving 6,927 shares worth $331K. The position accounts for 0.03% of the portfolio, ranked #229.

Bedel Financial Consulting first reported a position in PMAR in Q1 2020 and has held it in 26 quarters since. The position peaked at $398K in Q3 2025. 215 funds tracked by Wall St. Rank hold PMAR as of Q2 2026.

Bedel Financial Consulting held 6,927 shares of Innovator US Equity Power Buffer ETF March worth $331K as of Q2 2026.
Bedel Financial Consulting sold 434 Innovator US Equity Power Buffer ETF March shares in Q2 2026, an estimated $20.4K.
Innovator US Equity Power Buffer ETF March made up 0.03% of Bedel Financial Consulting's portfolio in Q2 2026, its #229 holding.
Bedel Financial Consulting first reported a position in Innovator US Equity Power Buffer ETF March in Q1 2020 and has held it in 26 quarters since.
Bedel Financial Consulting's Innovator US Equity Power Buffer ETF March position peaked at $398K in Q3 2025.
215 funds tracked by Wall St. Rank held Innovator US Equity Power Buffer ETF March as of Q2 2026.

Based on Bedel Financial Consulting's 13F filing for Q2 2026, filed 29 Jul 2026.