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Garton & Associates Financial Advisors’s Innovator US Equity Power Buffer ETF March PMAR Stock Holding History

Garton & Associates Financial 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
Q1 		– Sell
-1,250
Closed -$56.2K – 543
2025
Q4 		$56.2K Buy
+1,250
New +$55.4K 0.03% 348

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Osaic Holdings
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Focus Partners Wealth
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Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Garton & Associates Financial Advisors's PMAR Position: Q1 2026 in Review

Garton & Associates Financial Advisors sold out of Innovator US Equity Power Buffer ETF March (PMAR) in Q1 2026, closing a stake of 1,250 shares — an estimated $56.2K sold.

Garton & Associates Financial Advisors first reported a position in PMAR in Q4 2025 and held it in 1 quarter. The position peaked at $56.2K in Q4 2025. 208 funds tracked by Wall St. Rank hold PMAR as of Q1 2026.

  • Garton & Associates Financial Advisors reported no remaining Innovator US Equity Power Buffer ETF March position as of Q1 2026 after selling out during the quarter.
  • Garton & Associates Financial Advisors sold 1,250 Innovator US Equity Power Buffer ETF March shares in Q1 2026, an estimated $56.2K.
  • Garton & Associates Financial Advisors first reported a position in Innovator US Equity Power Buffer ETF March in Q4 2025 and held it in 1 quarter.
  • Garton & Associates Financial Advisors's Innovator US Equity Power Buffer ETF March position peaked at $56.2K in Q4 2025.
  • 208 funds tracked by Wall St. Rank held Innovator US Equity Power Buffer ETF March as of Q1 2026.

Based on Garton & Associates Financial Advisors's 13F filing for Q1 2026, filed 11 May 2026.