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Bellwether Advisors’s Innovator US Equity Power Buffer ETF March PMAR Stock Holding History

Bellwether Advisors’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 		$6.19M Sell
129,657
-171
-0.1% -$8.03K 0.92% 32
2026
Q1 		$5.79M Buy
129,828
+25,735
+25% +$1.16M 0.98% 24
2025
Q4 		$4.68M Sell
104,093
-336
-0.3% -$14.9K 0.75% 32
2025
Q3 		$4.59M Hold
104,429
– – 0.76% 30
2025
Q2 		$4.41M Hold
104,429
– – 0.75% 35
2025
Q1 		$4.17M Buy
104,429
+18,160
+21% +$735K 0.87% 26
2024
Q4 		$3.47M Sell
86,269
-514
-0.6% -$20.5K 0.62% 32
2024
Q3 		$3.41M Sell
86,783
-674
-0.8% -$25.9K 0.65% 37
2024
Q2 		$3.32M Sell
87,457
-1,019
-1% -$37.7K 0.7% 33
2024
Q1 		$3.26M Buy
88,476
+49,970
+130% +$1.81M 0.72% 35
2023
Q4 		$1.37M Sell
38,506
-12,498
-25% -$430K 0.34% 56
2023
Q3 		$1.71M Hold
51,004
– – 0.46% 46
2023
Q2 		$1.72M Sell
51,004
-344
-0.7% -$11.2K 0.51% 36
2023
Q1 		$1.65M Hold
51,348
– – 0.45% 56
2022
Q4 		$1.58M Sell
51,348
-205
-0.4% -$6.22K 0.46% 54
2022
Q3 		$1.5M Hold
51,553
– – 0.5% 45
2022
Q2 		$1.52M Buy
51,553
+1,500
+3% +$46.1K 0.49% 44
2022
Q1 		$1.61M Buy
50,053
+28,603
+133% +$903K 0.48% 44
2021
Q4 		$676K Sell
21,450
-2,064
-9% -$64.5K 0.21% 75
2021
Q3 		$721K Buy
23,514
+2,084
+10% +$64.2K 0.24% 74
2021
Q2 		$654K Buy
21,430
+10,945
+104% +$330K 0.23% 83
2021
Q1 		$309K Sell
10,485
-35
-0.3% -$1.01K 0.12% 94
2020
Q4 		$299K Buy
+10,520
New +$295K 0.13% 95

Other funds holding PMAR

AllianceBernstein
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
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
Focus Partners Wealth Boston, Massachusetts $97.6B AUM 29.43% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Bellwether Advisors's PMAR Position: Q2 2026 in Review

Bellwether Advisors reduced its Innovator US Equity Power Buffer ETF March (PMAR) stake by 0.13% in Q2 2026, selling an estimated $8.03K and leaving 129,657 shares worth $6.19M. The position accounts for 0.92% of the portfolio, ranked #32.

Bellwether Advisors first reported a position in PMAR in Q4 2020 and has held it in 23 quarters since. 212 funds tracked by Wall St. Rank hold PMAR as of Q2 2026.

  • Bellwether Advisors held 129,657 shares of Innovator US Equity Power Buffer ETF March worth $6.19M as of Q2 2026.
  • Bellwether Advisors sold 171 Innovator US Equity Power Buffer ETF March shares in Q2 2026, an estimated $8.03K.
  • Innovator US Equity Power Buffer ETF March made up 0.92% of Bellwether Advisors's portfolio in Q2 2026, its #32 holding.
  • Bellwether Advisors first reported a position in Innovator US Equity Power Buffer ETF March in Q4 2020 and has held it in 23 quarters since.
  • 212 funds tracked by Wall St. Rank held Innovator US Equity Power Buffer ETF March as of Q2 2026.

Based on Bellwether Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.