Carson Wealth (CWM LLC)’s Innovator US Equity Power Buffer ETF March PMAR Stock Holding History

Carson Wealth (CWM 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 Q1	$242K	Sell	5,414 -60	-1%	-$2.71K	﹤0.01%	2568
2025 Q4	$246K	Sell	5,474 -999	-15%	-$44.3K	﹤0.01%	2397
2025 Q3	$284K	Buy	6,473 +250	+4%	+$10.8K	﹤0.01%	2178
2025 Q2	$263K	Hold	6,223	–	–	﹤0.01%	1953
2025 Q1	$249K	Hold	6,223	–	–	﹤0.01%	1784
2024 Q4	$250K	Hold	6,223	–	–	﹤0.01%	1700
2024 Q3	$244K	Sell	6,223 -30	-0.5%	-$1.15K	﹤0.01%	1651
2024 Q2	$237K	Sell	6,253 -614	-9%	-$22.7K	﹤0.01%	1503
2024 Q1	$253K	Buy	6,867 +657	+11%	+$23.7K	﹤0.01%	1403
2023 Q4	$221K	Hold	6,210	–	–	﹤0.01%	1385
2023 Q3	$208K	Hold	6,210	–	–	﹤0.01%	1301
2023 Q2	$210K	Hold	6,210	–	–	﹤0.01%	1231
2023 Q1	$200K	Buy	6,210 +6,201	+68,900%	+$194K	﹤0.01%	1200
2022 Q4	$0	Buy	+9	New	+$273	﹤0.01%	4182

Other funds holding PMAR

AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 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 $85.1B AUM 27.35% 1-Year Est. Return

Focus Partners Wealth Boston, Massachusetts $97.6B AUM 29.43% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

KAS

Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Carson Wealth (CWM LLC)'s PMAR Position: Q1 2026 in Review

Carson Wealth (CWM LLC) reduced its Innovator US Equity Power Buffer ETF March (PMAR) stake by 1.1% in Q1 2026, selling an estimated $2.71K and leaving 5,414 shares worth $242K. The position accounts for ﹤0.01% of the portfolio, ranked #2568.

Carson Wealth (CWM LLC) first reported a position in PMAR in Q4 2022 and has held it in 14 quarters since. The position peaked at $284K in Q3 2025. 208 funds tracked by Wall St. Rank hold PMAR as of Q1 2026.

Carson Wealth (CWM LLC) held 5,414 shares of Innovator US Equity Power Buffer ETF March worth $242K as of Q1 2026.
Carson Wealth (CWM LLC) sold 60 Innovator US Equity Power Buffer ETF March shares in Q1 2026, an estimated $2.71K.
Innovator US Equity Power Buffer ETF March made up ﹤0.01% of Carson Wealth (CWM LLC)'s portfolio in Q1 2026, its #2568 holding.
Carson Wealth (CWM LLC) first reported a position in Innovator US Equity Power Buffer ETF March in Q4 2022 and has held it in 14 quarters since.
Carson Wealth (CWM LLC)'s Innovator US Equity Power Buffer ETF March position peaked at $284K in Q3 2025.
208 funds tracked by Wall St. Rank held Innovator US Equity Power Buffer ETF March as of Q1 2026.

Based on Carson Wealth (CWM LLC)'s 13F filing for Q1 2026, filed 14 May 2026.