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Concurrent Investment Advisors’s Innovator US Equity Power Buffer ETF March PMAR Stock Holding History

Concurrent Investment Advisors’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 		$784K Hold
16,409
– – 0.01% 1148
2026
Q1 		$732K Hold
16,409
– – 0.01% 1032
2025
Q4 		$737K Buy
16,409
+426
+3% +$18.9K 0.01% 967
2025
Q3 		$702K Buy
+15,983
New +$689K 0.01% 780

Other funds holding PMAR

AllianceBernstein
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
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
Focus Partners Wealth Boston, Massachusetts $97.6B AUM 29.43% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Concurrent Investment Advisors's PMAR Position: Q2 2026 in Review

Concurrent Investment Advisors held its Innovator US Equity Power Buffer ETF March (PMAR) position steady in Q2 2026 at 16,409 shares worth $784K. The position accounts for 0.01% of the portfolio, ranked #1148.

Concurrent Investment Advisors first reported a position in PMAR in Q3 2025 and has held it in 4 quarters since. 212 funds tracked by Wall St. Rank hold PMAR as of Q2 2026.

  • Concurrent Investment Advisors held 16,409 shares of Innovator US Equity Power Buffer ETF March worth $784K as of Q2 2026.
  • Concurrent Investment Advisors left its Innovator US Equity Power Buffer ETF March share count unchanged in Q2 2026.
  • Innovator US Equity Power Buffer ETF March made up 0.01% of Concurrent Investment Advisors's portfolio in Q2 2026, its #1148 holding.
  • Concurrent Investment Advisors first reported a position in Innovator US Equity Power Buffer ETF March in Q3 2025 and has held it in 4 quarters since.
  • 212 funds tracked by Wall St. Rank held Innovator US Equity Power Buffer ETF March as of Q2 2026.

Based on Concurrent Investment Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.