Creative Financial Designs’s Innovator US Equity Power Buffer ETF March PMAR Stock Holding History

Creative Financial Designs’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	$132K	Sell	2,950 -50	-2%	-$2.26K	0.01%	619
2025 Q4	$135K	Hold	3,000	–	–	0.01%	579
2025 Q3	$132K	Hold	3,000	–	–	0.01%	568
2025 Q2	$127K	Buy	3,000 +381	+15%	+$15.4K	0.01%	612
2025 Q1	$105K	Sell	2,619 -181	-6%	-$7.33K	0.01%	609
2024 Q4	$113K	Hold	2,800	–	–	0.01%	572
2024 Q3	$110K	Sell	2,800 -500	-15%	-$19.2K	0.01%	576
2024 Q2	$125K	Hold	3,300	–	–	0.01%	533
2024 Q1	$121K	Buy	+3,300	New	+$119K	0.01%	526
2022 Q4	–	Sell	-1,500	Closed	-$44K	–	1337
2022 Q3	$44K	Hold	1,500	–	–	0.01%	581
2022 Q2	$44K	Buy	+1,500	New	+$46.1K	0.01%	578

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

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

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

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

KAS

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

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

Creative Financial Designs's PMAR Position: Q1 2026 in Review

Creative Financial Designs reduced its Innovator US Equity Power Buffer ETF March (PMAR) stake by 1.7% in Q1 2026, selling an estimated $2.26K and leaving 2,950 shares worth $132K. The position accounts for 0.01% of the portfolio, ranked #619.

Creative Financial Designs first reported a position in PMAR in Q2 2022 and has held it in 11 quarters since. The position peaked at $135K in Q4 2025. 206 funds tracked by Wall St. Rank hold PMAR as of Q1 2026.

Creative Financial Designs held 2,950 shares of Innovator US Equity Power Buffer ETF March worth $132K as of Q1 2026.
Creative Financial Designs sold 50 Innovator US Equity Power Buffer ETF March shares in Q1 2026, an estimated $2.26K.
Innovator US Equity Power Buffer ETF March made up 0.01% of Creative Financial Designs's portfolio in Q1 2026, its #619 holding.
Creative Financial Designs first reported a position in Innovator US Equity Power Buffer ETF March in Q2 2022 and has held it in 11 quarters since.
Creative Financial Designs's Innovator US Equity Power Buffer ETF March position peaked at $135K in Q4 2025.
206 funds tracked by Wall St. Rank held Innovator US Equity Power Buffer ETF March as of Q1 2026.

Based on Creative Financial Designs's 13F filing for Q1 2026, filed 13 Apr 2026.