Certified Advisory Corp’s Innovator US Equity Power Buffer ETF March PMAR Stock Holding History

Certified Advisory Corp’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	-13,587	Closed	-$546K	–	302
2024 Q4	$546K	Sell	13,587 -27,256	-67%	-$1.08M	0.06%	185
2024 Q3	$1.6M	Hold	40,843	–	–	0.18%	117
2024 Q2	$1.55M	Hold	40,843	–	–	0.19%	112
2024 Q1	$1.5M	Buy	+40,843	New	+$1.48M	0.21%	107

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

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

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

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

Kovitz Investment Group Partners Chicago, Illinois $4.52B AUM 31.84% 1-Year Est. Return

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

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

KAS

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

Certified Advisory Corp's PMAR Position: Q1 2025 in Review

Certified Advisory Corp sold out of Innovator US Equity Power Buffer ETF March (PMAR) in Q1 2025, closing a stake of 13,587 shares — an estimated $546K sold.

Certified Advisory Corp first reported a position in PMAR in Q1 2024 and held it in 4 quarters. The position peaked at $1.6M in Q3 2024. 188 funds tracked by Wall St. Rank hold PMAR as of Q1 2025.

Certified Advisory Corp reported no remaining Innovator US Equity Power Buffer ETF March position as of Q1 2025 after selling out during the quarter.
Certified Advisory Corp sold 13,587 Innovator US Equity Power Buffer ETF March shares in Q1 2025, an estimated $546K.
Certified Advisory Corp first reported a position in Innovator US Equity Power Buffer ETF March in Q1 2024 and held it in 4 quarters.
Certified Advisory Corp's Innovator US Equity Power Buffer ETF March position peaked at $1.6M in Q3 2024.
188 funds tracked by Wall St. Rank held Innovator US Equity Power Buffer ETF March as of Q1 2025.

Based on Certified Advisory Corp's 13F filing for Q1 2025, filed 8 May 2025.