Diversify Wealth Management’s Innovator US Equity Power Buffer ETF March PMAR Stock Holding History

Diversify Wealth Management’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	$3.36M	Sell	70,159 -968	-1%	-$45.5K	0.06%	274
2026 Q1	$3.32M	Buy	+71,127	New	+$3.21M	0.06%	257

Other funds holding PMAR

AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return

PCM

Penserra Capital Management Orinda, California $13B AUM 71.84% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

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

Focus Partners Wealth Boston, Massachusetts $97.6B AUM 29.43% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Diversify Wealth Management's PMAR Position: Q2 2026 in Review

Diversify Wealth Management reduced its Innovator US Equity Power Buffer ETF March (PMAR) stake by 1.4% in Q2 2026, selling an estimated $45.5K and leaving 70,159 shares worth $3.36M. The position accounts for 0.06% of the portfolio, ranked #274.

Diversify Wealth Management first reported a position in PMAR in Q1 2026 and has held it in 2 quarters since. 212 funds tracked by Wall St. Rank hold PMAR as of Q2 2026.

Diversify Wealth Management held 70,159 shares of Innovator US Equity Power Buffer ETF March worth $3.36M as of Q2 2026.
Diversify Wealth Management sold 968 Innovator US Equity Power Buffer ETF March shares in Q2 2026, an estimated $45.5K.
Innovator US Equity Power Buffer ETF March made up 0.06% of Diversify Wealth Management's portfolio in Q2 2026, its #274 holding.
Diversify Wealth Management first reported a position in Innovator US Equity Power Buffer ETF March in Q1 2026 and has held it in 2 quarters since.
212 funds tracked by Wall St. Rank held Innovator US Equity Power Buffer ETF March as of Q2 2026.

Based on Diversify Wealth Management's 13F filing for Q2 2026, filed 30 Jul 2026.