Cypress Financial Planning’s Innovator US Equity Power Buffer ETF March PMAR Stock Holding History

Cypress Financial Planning’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	–	Sell	-4,665	Closed	-$210K	–	107
2025 Q4	$210K	Sell	4,665 -696	-13%	-$30.8K	0.06%	104
2025 Q3	$235K	Hold	5,361	–	–	0.07%	81
2025 Q2	$226K	Sell	5,361 -1,885	-26%	-$76.1K	0.07%	76
2025 Q1	$289K	Buy	7,246 +953	+15%	+$38.6K	0.1%	67
2024 Q4	$253K	Sell	6,293 -294	-4%	-$11.7K	0.09%	70
2024 Q3	$259K	Buy	6,587 +300	+5%	+$11.5K	0.1%	64
2024 Q2	$238K	Sell	6,287 -124	-2%	-$4.59K	0.1%	67
2024 Q1	$236K	Buy	+6,411	New	+$232K	0.11%	63

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

Cypress Financial Planning's PMAR Position: Q1 2026 in Review

Cypress Financial Planning sold out of Innovator US Equity Power Buffer ETF March (PMAR) in Q1 2026, closing a stake of 4,665 shares — an estimated $210K sold.

Cypress Financial Planning first reported a position in PMAR in Q1 2024 and held it in 8 quarters. The position peaked at $289K in Q1 2025. 206 funds tracked by Wall St. Rank hold PMAR as of Q1 2026.

Cypress Financial Planning reported no remaining Innovator US Equity Power Buffer ETF March position as of Q1 2026 after selling out during the quarter.
Cypress Financial Planning sold 4,665 Innovator US Equity Power Buffer ETF March shares in Q1 2026, an estimated $210K.
Cypress Financial Planning first reported a position in Innovator US Equity Power Buffer ETF March in Q1 2024 and held it in 8 quarters.
Cypress Financial Planning's Innovator US Equity Power Buffer ETF March position peaked at $289K in Q1 2025.
206 funds tracked by Wall St. Rank held Innovator US Equity Power Buffer ETF March as of Q1 2026.

Based on Cypress Financial Planning's 13F filing for Q1 2026, filed 15 Apr 2026.