Blue Bell Private Wealth Management’s Innovator US Equity Power Buffer ETF March PMAR Stock Holding History

Blue Bell Private 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 Q1	$1.72M	Buy	38,444 +1,622	+4%	+$73.3K	0.25%	77
2025 Q4	$1.65M	Sell	36,822 -2,641	-7%	-$117K	0.24%	75
2025 Q3	$1.73M	Sell	39,463 -684	-2%	-$29.5K	0.26%	68
2025 Q2	$1.7M	Sell	40,147 -1,045	-3%	-$42.2K	0.28%	63
2025 Q1	$1.64M	Buy	41,192 +293	+0.7%	+$11.9K	0.31%	60
2024 Q4	$1.64M	Sell	40,899 -1,666	-4%	-$66.3K	0.31%	57
2024 Q3	$1.67M	Sell	42,565 -597	-1%	-$22.9K	0.32%	57
2024 Q2	$1.64M	Sell	43,162 -998	-2%	-$36.9K	0.34%	53
2024 Q1	$1.63M	Sell	44,160 -480	-1%	-$17.3K	0.35%	51
2023 Q4	$1.59M	Sell	44,640 -276	-0.6%	-$9.5K	0.38%	46
2023 Q3	$1.5M	Sell	44,916 -108	-0.2%	-$3.66K	0.41%	43
2023 Q2	$1.52M	Buy	45,024 +41,024	+1,026%	+$1.34M	0.4%	38
2023 Q1	$129K	Buy	+4,000	New	+$125K	0.04%	155
2021 Q2	–	Sell	-4,087	Closed	-$121K	–	188
2021 Q1	$121K	Buy	+4,087	New	+$118K	0.04%	95

Other funds holding PMAR

AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

PCM

Penserra Capital Management Orinda, California $8.52B AUM 37.76% 1-Year Est. Return

SEP

Southland Equity Partners Wildwood, Missouri $571M AUM 22.77% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Focus Partners Wealth Boston, Massachusetts $89.9B AUM 20.5% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

KAS

Kestra Advisory Services Austin, Texas $26.4B AUM 21.05% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Blue Bell Private Wealth Management's PMAR Position: Q1 2026 in Review

Blue Bell Private Wealth Management increased its Innovator US Equity Power Buffer ETF March (PMAR) stake by 4.4% in Q1 2026, buying an estimated $73.3K and bringing the position to 38,444 shares worth $1.72M. The position accounts for 0.25% of the portfolio, ranked #77.

Blue Bell Private Wealth Management first reported a position in PMAR in Q1 2021 and has held it in 14 quarters since. The position peaked at $1.73M in Q3 2025. 206 funds tracked by Wall St. Rank hold PMAR as of Q1 2026.

Blue Bell Private Wealth Management held 38,444 shares of Innovator US Equity Power Buffer ETF March worth $1.72M as of Q1 2026.
Blue Bell Private Wealth Management bought 1,622 Innovator US Equity Power Buffer ETF March shares in Q1 2026, an estimated $73.3K.
Innovator US Equity Power Buffer ETF March made up 0.25% of Blue Bell Private Wealth Management's portfolio in Q1 2026, its #77 holding.
Blue Bell Private Wealth Management first reported a position in Innovator US Equity Power Buffer ETF March in Q1 2021 and has held it in 14 quarters since.
Blue Bell Private Wealth Management's Innovator US Equity Power Buffer ETF March position peaked at $1.73M in Q3 2025.
206 funds tracked by Wall St. Rank held Innovator US Equity Power Buffer ETF March as of Q1 2026.

Based on Blue Bell Private Wealth Management's 13F filing for Q1 2026, filed 11 May 2026.