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

Bernard 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	$15.2K	Hold	319	–	–	0.01%	204
2026 Q1	$14.2K	Hold	319	–	–	0.01%	210
2025 Q4	$14.3K	Hold	319	–	–	0.01%	203
2025 Q3	$14K	Hold	319	–	–	0.01%	203
2025 Q2	$13.5K	Hold	319	–	–	0.01%	202
2025 Q1	$12.7K	Hold	319	–	–	0.01%	212
2024 Q4	$12.8K	Buy	+319	New	+$12.7K	0.01%	204

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

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

Bernard Wealth Management held its Innovator US Equity Power Buffer ETF March (PMAR) position steady in Q2 2026 at 319 shares worth $15.2K. The position accounts for 0.01% of the portfolio, ranked #204.

Bernard Wealth Management first reported a position in PMAR in Q4 2024 and has held it in 7 quarters since. 212 funds tracked by Wall St. Rank hold PMAR as of Q2 2026.

Bernard Wealth Management held 319 shares of Innovator US Equity Power Buffer ETF March worth $15.2K as of Q2 2026.
Bernard Wealth Management left its Innovator US Equity Power Buffer ETF March share count unchanged in Q2 2026.
Innovator US Equity Power Buffer ETF March made up 0.01% of Bernard Wealth Management's portfolio in Q2 2026, its #204 holding.
Bernard Wealth Management first reported a position in Innovator US Equity Power Buffer ETF March in Q4 2024 and has held it in 7 quarters since.
212 funds tracked by Wall St. Rank held Innovator US Equity Power Buffer ETF March as of Q2 2026.

Based on Bernard Wealth Management's 13F filing for Q2 2026, filed 21 Aug 2026.