Belpointe Asset Management’s Innovator US Equity Power Buffer ETF March PMAR Stock Holding History

Belpointe Asset 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	$1.34M	Sell	27,353 -2,778	-9%	-$135K	0.04%	438
2026 Q2	$1.44M	Buy	30,131 +5,440	+22%	+$256K	0.05%	375
2026 Q1	$1.1M	Buy	24,691 +7,026	+40%	+$317K	0.04%	422
2025 Q4	$794K	Buy	17,665 +3,944	+29%	+$175K	0.03%	516
2025 Q3	$602K	Sell	13,721 -250	-2%	-$10.8K	0.02%	574
2025 Q2	$590K	Sell	13,971 -6	-0%	-$242	0.02%	527
2025 Q1	$558K	Sell	13,977 -2,537	-15%	-$103K	0.03%	531
2024 Q4	$642K	Buy	16,514 +5,794	+54%	+$231K	0.04%	446
2024 Q3	$421K	Sell	10,720 -80,242	-88%	-$3.08M	0.03%	550
2024 Q2	$3.45M	Buy	90,962 +871	+1%	+$32.2K	0.24%	78
2024 Q1	$3.32M	Buy	+90,091	New	+$3.26M	0.25%	83
2023 Q2	–	Sell	-20,497	Closed	-$659K	–	2594
2023 Q1	$659K	Buy	20,497 +20,448	+41,731%	+$641K	0.04%	452
2022 Q4	$1.5K	Buy	+49	New	+$1.49K	﹤0.01%	3346

Other funds holding PMAR

SEP

Southland Equity Partners Wildwood, Missouri $583M AUM 16.78% 1-Year Est. Return

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Kestra Advisory Services Austin, Texas $35.1B AUM 20.13% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $106B AUM 21.33% 1-Year Est. Return

CoreCap Advisors Southfield, Michigan $3.48B AUM 21.43% 1-Year Est. Return

Brookstone Capital Management Wheaton, Illinois $10.1B AUM 17.94% 1-Year Est. Return

Bellwether Advisors Lincoln, Nebraska $682M AUM 32.93% 1-Year Est. Return

William Blair & Company Chicago, Illinois $38.6B AUM 22.09% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $45.2B AUM 20.72% 1-Year Est. Return

Belpointe Asset Management's PMAR Position: Q3 2026 in Review

Belpointe Asset Management reduced its Innovator US Equity Power Buffer ETF March (PMAR) stake by 9.2% in Q3 2026, selling an estimated $135K and leaving 27,353 shares worth $1.34M. The position accounts for 0.04% of the portfolio, ranked #438.

Belpointe Asset Management first reported a position in PMAR in Q4 2022 and has held it in 13 quarters since. The position peaked at $3.45M in Q2 2024. 141 funds tracked by Wall St. Rank hold PMAR as of Q3 2026.

Belpointe Asset Management held 27,353 shares of Innovator US Equity Power Buffer ETF March worth $1.34M as of Q3 2026.
Belpointe Asset Management sold 2,778 Innovator US Equity Power Buffer ETF March shares in Q3 2026, an estimated $135K.
Innovator US Equity Power Buffer ETF March made up 0.04% of Belpointe Asset Management's portfolio in Q3 2026, its #438 holding.
Belpointe Asset Management first reported a position in Innovator US Equity Power Buffer ETF March in Q4 2022 and has held it in 13 quarters since.
Belpointe Asset Management's Innovator US Equity Power Buffer ETF March position peaked at $3.45M in Q2 2024.
141 funds tracked by Wall St. Rank held Innovator US Equity Power Buffer ETF March as of Q3 2026.

Based on Belpointe Asset Management's 13F filing for Q3 2026, filed 9 Nov 2026.