Cypress Wealth Services’s Innovator US Equity Power Buffer ETF March PMAR Stock Holding History

Cypress Wealth 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 Q2	$573K	Buy	12,005 +1,406	+13%	+$66.1K	0.07%	215
2026 Q1	$473K	Buy	10,599 +2,695	+34%	+$122K	0.07%	232
2025 Q4	$355K	Hold	7,904	–	–	0.05%	262
2025 Q3	$347K	Sell	7,904 -38,525	-83%	-$1.66M	0.06%	221
2025 Q2	$1.96M	Hold	46,429	–	–	0.35%	58
2025 Q1	$1.85M	Buy	46,429 +5,418	+13%	+$219K	0.38%	58
2024 Q4	$1.65M	Sell	41,011 -1,159	-3%	-$46.1K	0.33%	60
2024 Q3	$1.66M	Sell	42,170 -11,428	-21%	-$439K	0.34%	59
2024 Q2	$2.03M	Hold	53,598	–	–	0.45%	51
2024 Q1	$1.97M	Buy	53,598 +37,285	+229%	+$1.35M	0.46%	52
2023 Q4	$581K	Hold	16,313	–	–	0.14%	121
2023 Q3	$546K	Hold	16,313	–	–	0.15%	121
2023 Q2	$555K	Hold	16,313	–	–	0.15%	125
2023 Q1	$525K	Buy	16,313 +5,311	+48%	+$166K	0.15%	119
2022 Q4	$338K	Hold	11,002	–	–	0.11%	166
2022 Q3	$322K	Hold	11,002	–	–	0.11%	158
2022 Q2	$325K	Hold	11,002	–	–	0.1%	162
2022 Q1	$355K	Buy	+11,002	New	+$347K	0.1%	158

Other funds holding PMAR

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

CoreCap Advisors Southfield, Michigan $3.39B AUM 31.21% 1-Year Est. Return

AWM

Atticus Wealth Management Palm Beach Gardens, Florida $420M AUM 23.31% 1-Year Est. Return

YWS

Yarger Wealth Strategies Westerville, Ohio $278M AUM 22.01% 1-Year Est. Return

BWM

BCS Wealth Management Johnson City, Tennessee $555M AUM 18.41% 1-Year Est. Return

SWM

Spire Wealth Management Mclean, Virginia $3.31B AUM 38.78% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

PFGIA

Patriot Financial Group Insurance Agency Westborough, Massachusetts $974M AUM 29.77% 1-Year Est. Return

LWM

Lakeridge Wealth Management Mentor, Ohio $272M AUM 22.77% 1-Year Est. Return

Cypress Wealth Services's PMAR Position: Q2 2026 in Review

Cypress Wealth Services increased its Innovator US Equity Power Buffer ETF March (PMAR) stake by 13% in Q2 2026, buying an estimated $66.1K and bringing the position to 12,005 shares worth $573K. The position accounts for 0.07% of the portfolio, ranked #215.

Cypress Wealth Services first reported a position in PMAR in Q1 2022 and has held it in 18 quarters since. The position peaked at $2.03M in Q2 2024. 32 funds tracked by Wall St. Rank hold PMAR as of Q2 2026.

Cypress Wealth Services held 12,005 shares of Innovator US Equity Power Buffer ETF March worth $573K as of Q2 2026.
Cypress Wealth Services bought 1,406 Innovator US Equity Power Buffer ETF March shares in Q2 2026, an estimated $66.1K.
Innovator US Equity Power Buffer ETF March made up 0.07% of Cypress Wealth Services's portfolio in Q2 2026, its #215 holding.
Cypress Wealth Services first reported a position in Innovator US Equity Power Buffer ETF March in Q1 2022 and has held it in 18 quarters since.
Cypress Wealth Services's Innovator US Equity Power Buffer ETF March position peaked at $2.03M in Q2 2024.
32 funds tracked by Wall St. Rank held Innovator US Equity Power Buffer ETF March as of Q2 2026.

Based on Cypress Wealth Services's 13F filing for Q2 2026, filed 13 Jul 2026.