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

Brown 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
2025 Q4	–	Sell	-28,157	Closed	-$1.24M	–	114
2025 Q3	$1.24M	Hold	28,157	–	–	0.35%	50
2025 Q2	$1.19M	Sell	28,157 -7,968	-22%	-$322K	0.37%	48
2025 Q1	$1.44M	Buy	36,125 +1,693	+5%	+$68.5K	0.5%	41
2024 Q4	$1.38M	Buy	34,432 +5,222	+18%	+$208K	0.49%	34
2024 Q3	$1.15M	Sell	29,210 -59,691	-67%	-$2.29M	0.41%	39
2024 Q2	$3.37M	Sell	88,901 -2,540	-3%	-$94K	1.36%	19
2024 Q1	$3.37M	Buy	91,441 +68,965	+307%	+$2.49M	1.39%	21
2023 Q4	$801K	Sell	22,476 -11,832	-34%	-$407K	0.35%	42
2023 Q3	$1.15M	Buy	34,308 +497	+1%	+$16.9K	0.55%	35
2023 Q2	$1.14M	Buy	+33,811	New	+$1.11M	0.59%	34

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

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

KAS

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

Brown Wealth Management's PMAR Position: Q4 2025 in Review

Brown Wealth Management sold out of Innovator US Equity Power Buffer ETF March (PMAR) in Q4 2025, closing a stake of 28,157 shares — an estimated $1.24M sold.

Brown Wealth Management first reported a position in PMAR in Q2 2023 and held it in 10 quarters. The position peaked at $3.37M in Q2 2024. 195 funds tracked by Wall St. Rank hold PMAR as of Q4 2025.

Brown Wealth Management reported no remaining Innovator US Equity Power Buffer ETF March position as of Q4 2025 after selling out during the quarter.
Brown Wealth Management sold 28,157 Innovator US Equity Power Buffer ETF March shares in Q4 2025, an estimated $1.24M.
Brown Wealth Management first reported a position in Innovator US Equity Power Buffer ETF March in Q2 2023 and held it in 10 quarters.
Brown Wealth Management's Innovator US Equity Power Buffer ETF March position peaked at $3.37M in Q2 2024.
195 funds tracked by Wall St. Rank held Innovator US Equity Power Buffer ETF March as of Q4 2025.

Based on Brown Wealth Management's 13F filing for Q4 2025, filed 6 Feb 2026.