Crown Wealth Group’s Innovator US Equity Power Buffer ETF March PMAR Stock Holding History

Crown Wealth Group’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	-5,945	Closed	-$239K	–	117
2024 Q4	$239K	Hold	5,945	–	–	0.1%	98
2024 Q3	$233K	Hold	5,945	–	–	0.1%	101
2024 Q2	$225K	Sell	5,945 -347	-6%	-$12.8K	0.11%	94
2024 Q1	$232K	Sell	6,292 -1,308	-17%	-$47.3K	0.12%	93
2023 Q4	$271K	Hold	7,600	–	–	0.16%	69
2023 Q3	$255K	Sell	7,600 -1,598	-17%	-$54.2K	0.19%	57
2023 Q2	$311K	Sell	9,198 -3,802	-29%	-$124K	0.25%	46
2023 Q1	$418K	Buy	+13,000	New	+$407K	0.35%	38

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

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

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

Kovitz Investment Group Partners Chicago, Illinois $4.31B AUM 20.41% 1-Year Est. Return

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

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

KAS

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

Crown Wealth Group's PMAR Position: Q1 2025 in Review

Crown Wealth Group sold out of Innovator US Equity Power Buffer ETF March (PMAR) in Q1 2025, closing a stake of 5,945 shares — an estimated $239K sold.

Crown Wealth Group first reported a position in PMAR in Q1 2023 and held it in 8 quarters. The position peaked at $418K in Q1 2023. 188 funds tracked by Wall St. Rank hold PMAR as of Q1 2025.

Crown Wealth Group reported no remaining Innovator US Equity Power Buffer ETF March position as of Q1 2025 after selling out during the quarter.
Crown Wealth Group sold 5,945 Innovator US Equity Power Buffer ETF March shares in Q1 2025, an estimated $239K.
Crown Wealth Group first reported a position in Innovator US Equity Power Buffer ETF March in Q1 2023 and held it in 8 quarters.
Crown Wealth Group's Innovator US Equity Power Buffer ETF March position peaked at $418K in Q1 2023.
188 funds tracked by Wall St. Rank held Innovator US Equity Power Buffer ETF March as of Q1 2025.

Based on Crown Wealth Group's 13F filing for Q1 2025, filed 25 Apr 2025.