Clay Northam Wealth Management’s Innovator US Equity Power Buffer ETF March PMAR Stock Holding History

Clay Northam Wealth Management’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	$390K	Hold	8,165	–	–	0.19%	71
2026 Q1	$364K	Buy	8,165 +2,025	+33%	+$91.5K	0.2%	66
2025 Q4	$276K	Sell	6,140 -30	-0.5%	-$1.33K	0.15%	78
2025 Q3	$271K	Hold	6,170	–	–	0.15%	79
2025 Q2	$261K	Hold	6,170	–	–	0.17%	72
2025 Q1	$246K	Hold	6,170	–	–	0.17%	74
2024 Q4	$248K	Hold	6,170	–	–	0.16%	77
2024 Q3	$242K	Sell	6,170 -1,600	-21%	-$61.4K	0.17%	77
2024 Q2	$295K	Hold	7,770	–	–	0.22%	58
2024 Q1	$286K	Hold	7,770	–	–	0.23%	62
2023 Q4	$277K	Hold	7,770	–	–	0.25%	62
2023 Q3	$260K	Hold	7,770	–	–	0.26%	59
2023 Q2	$262K	Hold	7,770	–	–	0.25%	63
2023 Q1	$250K	Buy	+7,770	New	+$243K	0.26%	62

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

Clay Northam Wealth Management's PMAR Position: Q2 2026 in Review

Clay Northam Wealth Management held its Innovator US Equity Power Buffer ETF March (PMAR) position steady in Q2 2026 at 8,165 shares worth $390K. The position accounts for 0.19% of the portfolio, ranked #71.

Clay Northam Wealth Management first reported a position in PMAR in Q1 2023 and has held it in 14 quarters since. 212 funds tracked by Wall St. Rank hold PMAR as of Q2 2026.

Clay Northam Wealth Management held 8,165 shares of Innovator US Equity Power Buffer ETF March worth $390K as of Q2 2026.
Clay Northam Wealth Management left its Innovator US Equity Power Buffer ETF March share count unchanged in Q2 2026.
Innovator US Equity Power Buffer ETF March made up 0.19% of Clay Northam Wealth Management's portfolio in Q2 2026, its #71 holding.
Clay Northam Wealth Management first reported a position in Innovator US Equity Power Buffer ETF March in Q1 2023 and has held it in 14 quarters since.
212 funds tracked by Wall St. Rank held Innovator US Equity Power Buffer ETF March as of Q2 2026.

Based on Clay Northam Wealth Management's 13F filing for Q2 2026, filed 11 Aug 2026.