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 Q3	$591K	Hold	12,005	–	–	0.07%	213
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

Osaic Holdings Scottsdale, Arizona $83.6B AUM 19.78% 1-Year Est. Return

SEP

Southland Equity Partners Wildwood, Missouri $583M AUM 16.78% 1-Year Est. Return

Focus Partners Wealth Boston, Massachusetts $96.6B AUM 22.52% 1-Year Est. Return

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $375B AUM 21.05% 1-Year Est. Return

Kestra Advisory Services Austin, Texas $35.1B AUM 20.13% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $106B AUM 21.33% 1-Year Est. Return

CoreCap Advisors Southfield, Michigan $3.48B AUM 21.43% 1-Year Est. Return

Brookstone Capital Management Wheaton, Illinois $10.1B AUM 17.94% 1-Year Est. Return

Cypress Wealth Services's PMAR Position: Q3 2026 in Review

Cypress Wealth Services held its Innovator US Equity Power Buffer ETF March (PMAR) position steady in Q3 2026 at 12,005 shares worth $591K. The position accounts for 0.07% of the portfolio, ranked #213.

Cypress Wealth Services first reported a position in PMAR in Q1 2022 and has held it in 19 quarters since. The position peaked at $2.03M in Q2 2024. 175 funds tracked by Wall St. Rank hold PMAR as of Q3 2026.

Cypress Wealth Services held 12,005 shares of Innovator US Equity Power Buffer ETF March worth $591K as of Q3 2026.
Cypress Wealth Services left its Innovator US Equity Power Buffer ETF March share count unchanged in Q3 2026.
Innovator US Equity Power Buffer ETF March made up 0.07% of Cypress Wealth Services's portfolio in Q3 2026, its #213 holding.
Cypress Wealth Services first reported a position in Innovator US Equity Power Buffer ETF March in Q1 2022 and has held it in 19 quarters since.
Cypress Wealth Services's Innovator US Equity Power Buffer ETF March position peaked at $2.03M in Q2 2024.
175 funds tracked by Wall St. Rank held Innovator US Equity Power Buffer ETF March as of Q3 2026.

Based on Cypress Wealth Services's 13F filing for Q3 2026, filed 21 Oct 2026.