Cassady Wealth & Retirement Planning’s Innovator US Equity Power Buffer ETF March PMAR Stock Holding History

Cassady Wealth & Retirement Planning’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	$5.86M	Sell	122,750 -57	-0%	-$2.68K	2.73%	8
2026 Q1	$5.75M	Buy	122,807 +32,655	+36%	+$1.48M	2.98%	7
2025 Q4	$4.05M	Buy	+90,152	New	+$3.99M	2.64%	9

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

Cassady Wealth & Retirement Planning's PMAR Position: Q2 2026 in Review

Cassady Wealth & Retirement Planning reduced its Innovator US Equity Power Buffer ETF March (PMAR) stake by 0.05% in Q2 2026, selling an estimated $2.68K and leaving 122,750 shares worth $5.86M. The position accounts for 2.73% of the portfolio, ranked #8.

Cassady Wealth & Retirement Planning 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.

Cassady Wealth & Retirement Planning held 122,750 shares of Innovator US Equity Power Buffer ETF March worth $5.86M as of Q2 2026.
Cassady Wealth & Retirement Planning sold 57 Innovator US Equity Power Buffer ETF March shares in Q2 2026, an estimated $2.68K.
Innovator US Equity Power Buffer ETF March made up 2.73% of Cassady Wealth & Retirement Planning's portfolio in Q2 2026, its #8 holding.
Cassady Wealth & Retirement Planning 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 Cassady Wealth & Retirement Planning's 13F filing for Q2 2026, filed 27 Jul 2026.