Forvis Mazars Wealth Advisors’s Innovator US Equity Power Buffer ETF March PMAR Stock Holding History

Forvis Mazars Wealth Advisors’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	$2.66M	Sell	54,417 -2,355	-4%	-$114K	0.04%	135
2026 Q2	$2.71M	Sell	56,772 -4,390	-7%	-$206K	0.05%	133
2026 Q1	$2.73M	Sell	61,162 -711	-1%	-$32.1K	0.05%	125
2025 Q4	$2.78M	Sell	61,873 -1,024	-2%	-$45.4K	0.05%	127
2025 Q3	$2.76M	Sell	62,897 -2,421	-4%	-$104K	0.05%	129
2025 Q2	$2.76M	Sell	65,318 -9,978	-13%	-$403K	0.06%	132
2025 Q1	$3.01M	Sell	75,296 -19,197	-20%	-$777K	0.07%	120
2024 Q4	$3.8M	Sell	94,493 -10,428	-10%	-$415K	0.09%	104
2024 Q3	$4.12M	Sell	104,921 -8,953	-8%	-$344K	0.09%	110
2024 Q2	$4.32M	Sell	113,874 -5,552	-5%	-$205K	0.11%	101
2024 Q1	$4.4M	Buy	119,426 +5,464	+5%	+$197K	0.11%	96
2023 Q4	$4.06M	Sell	113,962 -8,139	-7%	-$280K	0.11%	97
2023 Q3	$4.09M	Sell	122,101 -2,473	-2%	-$83.9K	0.12%	94
2023 Q2	$4.21M	Sell	124,574 -2,181	-2%	-$71.3K	0.12%	108
2023 Q1	$4.08M	Buy	126,755 +74,450	+142%	+$2.33M	0.13%	95
2022 Q4	$1.61M	Sell	52,305 -149	-0.3%	-$4.52K	0.06%	163
2022 Q3	$1.53M	Sell	52,454 -1,578	-3%	-$48.1K	0.06%	161
2022 Q2	$1.59M	Buy	+54,032	New	+$1.66M	0.06%	145

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

Cetera Investment Advisers Schaumburg, Illinois $115B AUM 18.52% 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

Forvis Mazars Wealth Advisors's PMAR Position: Q3 2026 in Review

Forvis Mazars Wealth Advisors reduced its Innovator US Equity Power Buffer ETF March (PMAR) stake by 4.1% in Q3 2026, selling an estimated $114K and leaving 54,417 shares worth $2.66M. The position accounts for 0.04% of the portfolio, ranked #135.

Forvis Mazars Wealth Advisors first reported a position in PMAR in Q2 2022 and has held it in 18 quarters since. The position peaked at $4.4M in Q1 2024. 186 funds tracked by Wall St. Rank hold PMAR as of Q3 2026.

Forvis Mazars Wealth Advisors held 54,417 shares of Innovator US Equity Power Buffer ETF March worth $2.66M as of Q3 2026.
Forvis Mazars Wealth Advisors sold 2,355 Innovator US Equity Power Buffer ETF March shares in Q3 2026, an estimated $114K.
Innovator US Equity Power Buffer ETF March made up 0.04% of Forvis Mazars Wealth Advisors's portfolio in Q3 2026, its #135 holding.
Forvis Mazars Wealth Advisors first reported a position in Innovator US Equity Power Buffer ETF March in Q2 2022 and has held it in 18 quarters since.
Forvis Mazars Wealth Advisors's Innovator US Equity Power Buffer ETF March position peaked at $4.4M in Q1 2024.
186 funds tracked by Wall St. Rank held Innovator US Equity Power Buffer ETF March as of Q3 2026.

Based on Forvis Mazars Wealth Advisors's 13F filing for Q3 2026, filed 13 Oct 2026.