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BFI Wealth Solutions’s Innovator US Equity Power Buffer ETF March PMAR Stock Holding History

BFI Wealth Solutions’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 		$3.1M Sell
64,995
-716
-1% -$33.6K 2.3% 11
2026
Q1 		$2.95M Buy
65,711
+23,875
+57% +$1.08M 2.83% 10
2025
Q4 		$1.88M Buy
+41,836
New +$1.85M 1.79% 16

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

BFI Wealth Solutions's PMAR Position: Q2 2026 in Review

BFI Wealth Solutions reduced its Innovator US Equity Power Buffer ETF March (PMAR) stake by 1.1% in Q2 2026, selling an estimated $33.6K and leaving 64,995 shares worth $3.1M. The position accounts for 2.3% of the portfolio, ranked #11.

BFI Wealth Solutions first reported a position in PMAR in Q4 2025 and has held it in 3 quarters since. 212 funds tracked by Wall St. Rank hold PMAR as of Q2 2026.

  • BFI Wealth Solutions held 64,995 shares of Innovator US Equity Power Buffer ETF March worth $3.1M as of Q2 2026.
  • BFI Wealth Solutions sold 716 Innovator US Equity Power Buffer ETF March shares in Q2 2026, an estimated $33.6K.
  • Innovator US Equity Power Buffer ETF March made up 2.3% of BFI Wealth Solutions's portfolio in Q2 2026, its #11 holding.
  • BFI Wealth Solutions first reported a position in Innovator US Equity Power Buffer ETF March in Q4 2025 and has held it in 3 quarters since.
  • 212 funds tracked by Wall St. Rank held Innovator US Equity Power Buffer ETF March as of Q2 2026.

Based on BFI Wealth Solutions's 13F filing for Q2 2026, filed 7 Aug 2026.