Capital Analysts LLC’s Innovator US Equity Power Buffer ETF March PMAR Stock Holding History

Capital Analysts LLC’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	$58K	Hold	1,212	–	–	﹤0.01%	959
2026 Q1	$54K	Hold	1,212	–	–	﹤0.01%	925
2025 Q4	$54K	Hold	1,212	–	–	﹤0.01%	898
2025 Q3	$53K	Sell	1,212 -1,666	-58%	-$71.8K	﹤0.01%	866
2025 Q2	$122K	Hold	2,878	–	–	﹤0.01%	622
2025 Q1	$115K	Sell	2,878 -2,910	-50%	-$118K	﹤0.01%	611
2024 Q4	$233K	Sell	5,788 -5,110	-47%	-$203K	0.01%	467
2024 Q3	$427K	Hold	10,898	–	–	0.02%	350
2024 Q2	$413K	Hold	10,898	–	–	0.02%	353
2024 Q1	$401K	Sell	10,898 -340	-3%	-$12.3K	0.02%	343
2023 Q4	$400K	Hold	11,238	–	–	0.02%	342
2023 Q3	$376K	Sell	11,238 -14,211	-56%	-$482K	0.02%	331
2023 Q2	$851K	Hold	25,449	–	–	0.05%	239
2023 Q1	$818K	Buy	+25,449	New	+$797K	0.05%	238

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

Capital Analysts LLC's PMAR Position: Q2 2026 in Review

Capital Analysts LLC held its Innovator US Equity Power Buffer ETF March (PMAR) position steady in Q2 2026 at 1,212 shares worth $58K. The position accounts for ﹤0.01% of the portfolio, ranked #959.

Capital Analysts LLC first reported a position in PMAR in Q1 2023 and has held it in 14 quarters since. The position peaked at $851K in Q2 2023. 212 funds tracked by Wall St. Rank hold PMAR as of Q2 2026.

Capital Analysts LLC held 1,212 shares of Innovator US Equity Power Buffer ETF March worth $58K as of Q2 2026.
Capital Analysts LLC 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 Capital Analysts LLC's portfolio in Q2 2026, its #959 holding.
Capital Analysts LLC first reported a position in Innovator US Equity Power Buffer ETF March in Q1 2023 and has held it in 14 quarters since.
Capital Analysts LLC's Innovator US Equity Power Buffer ETF March position peaked at $851K in Q2 2023.
212 funds tracked by Wall St. Rank held Innovator US Equity Power Buffer ETF March as of Q2 2026.

Based on Capital Analysts LLC's 13F filing for Q2 2026, filed 5 Aug 2026.