Castleview Partners’s Innovator US Equity Power Buffer ETF March PMAR Stock Holding History

Castleview Partners’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 Q1	–	Sell	-1,878	Closed	-$75.3K	–	453
2024 Q4	$75.3K	Hold	1,878	–	–	0.04%	287
2024 Q3	$73.7K	Sell	1,878 -843	-31%	-$32.4K	0.04%	273
2024 Q2	$103K	Hold	2,721	–	–	0.06%	234
2024 Q1	$100K	Hold	2,721	–	–	0.06%	255
2023 Q4	$96.9K	Buy	+2,721	New	+$93.6K	0.07%	209

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

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

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

Kovitz Investment Group Partners Chicago, Illinois $4.31B AUM 20.41% 1-Year Est. Return

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

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

KAS

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

Castleview Partners's PMAR Position: Q1 2025 in Review

Castleview Partners sold out of Innovator US Equity Power Buffer ETF March (PMAR) in Q1 2025, closing a stake of 1,878 shares — an estimated $75.3K sold.

Castleview Partners first reported a position in PMAR in Q4 2023 and held it in 5 quarters. The position peaked at $103K in Q2 2024. 188 funds tracked by Wall St. Rank hold PMAR as of Q1 2025.

Castleview Partners reported no remaining Innovator US Equity Power Buffer ETF March position as of Q1 2025 after selling out during the quarter.
Castleview Partners sold 1,878 Innovator US Equity Power Buffer ETF March shares in Q1 2025, an estimated $75.3K.
Castleview Partners first reported a position in Innovator US Equity Power Buffer ETF March in Q4 2023 and held it in 5 quarters.
Castleview Partners's Innovator US Equity Power Buffer ETF March position peaked at $103K in Q2 2024.
188 funds tracked by Wall St. Rank held Innovator US Equity Power Buffer ETF March as of Q1 2025.

Based on Castleview Partners's 13F filing for Q1 2025, filed 22 Apr 2025.