CRA Financial Services’s Innovator US Equity Power Buffer ETF March PMAR Stock Holding History

CRA Financial Services’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 Q1	$2.7M	Buy	60,452 +8,060	+15%	+$364K	0.35%	63
2025 Q4	$2.35M	Sell	52,392 -6,676	-11%	-$296K	0.31%	69
2025 Q3	$2.59M	Buy	59,068 +1,036	+2%	+$44.6K	0.35%	57
2025 Q2	$2.45M	Buy	58,032 +1,625	+3%	+$65.6K	0.37%	55
2025 Q1	$2.25M	Buy	56,407 +30,585	+118%	+$1.24M	0.39%	54
2024 Q4	$1.04M	Hold	25,822	–	–	0.18%	101
2024 Q3	$1.01M	Sell	25,822 -1,350	-5%	-$51.8K	0.19%	98
2024 Q2	$1.03M	Buy	27,172 +4,905	+22%	+$181K	0.21%	87
2024 Q1	$820K	Buy	+22,267	New	+$805K	0.18%	93
2023 Q2	–	Sell	-9,060	Closed	-$291K	–	217
2023 Q1	$291K	Buy	+9,060	New	+$284K	0.09%	150

Other funds holding PMAR

AllianceBernstein

AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

Penserra Capital Management Orinda, California $8.52B AUM 37.76% 1-Year Est. Return

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

Focus Partners Wealth

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

Commonwealth Equity Services

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

Cetera Investment Advisers

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

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

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

Raymond James Financial

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