Frisch Financial Group’s Innovator US Equity Power Buffer ETF March PMAR Stock Holding History

Frisch Financial Group’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
2025 Q3	–	Sell	-12,896	Closed	-$545K	–	165
2025 Q2	$545K	Buy	12,896 +239	+2%	+$9.65K	0.13%	85
2025 Q1	$505K	Buy	12,657 +3,766	+42%	+$152K	0.14%	74
2024 Q4	$357K	Hold	8,891	–	–	0.11%	87
2024 Q3	$349K	Sell	8,891 -35,438	-80%	-$1.36M	0.11%	86
2024 Q2	$1.68M	Sell	44,329 -1,415	-3%	-$52.3K	0.51%	30
2024 Q1	$1.68M	Buy	+45,744	New	+$1.65M	0.56%	30
2022 Q1	–	Sell	-11,360	Closed	-$280K	–	155
2021 Q4	$280K	Hold	11,360	–	–	0.09%	130
2021 Q3	$349K	Hold	11,360	–	–	0.12%	96
2021 Q2	$347K	Buy	11,360 +2,380	+27%	+$71.8K	0.11%	102
2021 Q1	$265K	Buy	+8,980	New	+$259K	0.09%	120

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

SEP

Southland Equity Partners Wildwood, Missouri $571M AUM 22.77% 1-Year Est. Return

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

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

Kovitz Investment Group Partners Chicago, Illinois $4.52B AUM 31.84% 1-Year Est. Return

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

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

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

Frisch Financial Group's PMAR Position: Q3 2025 in Review

Frisch Financial Group sold out of Innovator US Equity Power Buffer ETF March (PMAR) in Q3 2025, closing a stake of 12,896 shares — an estimated $545K sold.

Frisch Financial Group first reported a position in PMAR in Q1 2021 and held it in 10 quarters. The position peaked at $1.68M in Q1 2024. 185 funds tracked by Wall St. Rank hold PMAR as of Q3 2025.

Frisch Financial Group reported no remaining Innovator US Equity Power Buffer ETF March position as of Q3 2025 after selling out during the quarter.
Frisch Financial Group sold 12,896 Innovator US Equity Power Buffer ETF March shares in Q3 2025, an estimated $545K.
Frisch Financial Group first reported a position in Innovator US Equity Power Buffer ETF March in Q1 2021 and held it in 10 quarters.
Frisch Financial Group's Innovator US Equity Power Buffer ETF March position peaked at $1.68M in Q1 2024.
185 funds tracked by Wall St. Rank held Innovator US Equity Power Buffer ETF March as of Q3 2025.

Based on Frisch Financial Group's 13F filing for Q3 2025, filed 10 Nov 2025.