DI
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Diligent Investors’s Innovator US Equity Power Buffer ETF March PMAR Stock Holding History

Diligent Investors’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 		$4.05M Buy
90,776
+1,365
+2% +$61.7K 1% 16
2025
Q4 		$4.02M Sell
89,411
-125
-0.1% -$5.54K 0.99% 17
2025
Q3 		$3.93M Hold
89,536
– – 0.99% 16
2025
Q2 		$3.78M Buy
89,536
+498
+0.6% +$20.1K 0.9% 20
2025
Q1 		$3.56M Buy
89,038
+11,135
+14% +$451K 0.87% 17
2024
Q4 		$3.13M Sell
77,903
-831
-1% -$33.1K 0.72% 23
2024
Q3 		$3.09M Sell
78,734
-3,093
-4% -$119K 0.72% 24
2024
Q2 		$3.1M Hold
81,827
– – 0.77% 25
2024
Q1 		$3.01M Buy
81,827
+71,712
+709% +$2.59M 0.76% 22
2023
Q4 		$360K Hold
10,115
– – 0.1% 216
2023
Q3 		$339K Hold
10,115
– – 0.1% 204
2023
Q2 		$342K Hold
10,115
– – 0.1% 195
2023
Q1 		$325K Buy
+10,115
New +$317K 0.1% 198

Other funds holding PMAR

AllianceBernstein
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
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $89.9B AUM 20.5% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $376B 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
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return