Global Trust Asset Management’s Innovator US Equity Power Buffer ETF March PMAR Stock Holding History

Global Trust Asset 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
2025 Q1	–	Sell	-1,230	Closed	-$49.4K	–	518
2024 Q4	$49.4K	Sell	1,230 -200	-14%	-$7.96K	0.02%	289
2024 Q3	$56.1K	Hold	1,430	–	–	0.02%	282
2024 Q2	$54.2K	Hold	1,430	–	–	0.02%	261
2024 Q1	$52.6K	Hold	1,430	–	–	0.02%	261
2023 Q4	$50.9K	Hold	1,430	–	–	0.02%	245
2023 Q3	$47.9K	Hold	1,430	–	–	0.02%	242
2023 Q2	$48.3K	Hold	1,430	–	–	0.02%	237
2023 Q1	$46K	Buy	1,430 +200	+16%	+$6.27K	0.02%	234
2022 Q4	$37.8K	Hold	1,230	–	–	0.02%	236
2022 Q3	$36K	Hold	1,230	–	–	0.02%	239
2022 Q2	$36K	Hold	1,230	–	–	0.02%	248
2022 Q1	$40K	Hold	1,230	–	–	0.02%	289
2021 Q4	$39K	Hold	1,230	–	–	0.02%	272
2021 Q3	$38K	Hold	1,230	–	–	0.02%	254
2021 Q2	$38K	Hold	1,230	–	–	0.02%	258
2021 Q1	$36K	Sell	1,230 -370	-23%	-$10.7K	0.02%	236
2020 Q4	$46K	Hold	1,600	–	–	0.03%	233
2020 Q3	$44K	Hold	1,600	–	–	0.03%	203
2020 Q2	$43K	Buy	+1,600	New	+$41.4K	0.03%	189

Other funds holding PMAR

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 Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

Focus Partners Wealth Boston, Massachusetts $89.9B AUM 20.5% 1-Year Est. Return

Kovitz Investment Group Partners Chicago, Illinois $4.31B AUM 20.41% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

KAS

Kestra Advisory Services Austin, Texas $26.4B AUM 21.05% 1-Year Est. Return

Global Trust Asset Management's PMAR Position: Q1 2025 in Review

Global Trust Asset Management sold out of Innovator US Equity Power Buffer ETF March (PMAR) in Q1 2025, closing a stake of 1,230 shares — an estimated $49.4K sold.

Global Trust Asset Management first reported a position in PMAR in Q2 2020 and held it in 19 quarters. The position peaked at $56.1K in Q3 2024. 188 funds tracked by Wall St. Rank hold PMAR as of Q1 2025.

Global Trust Asset Management reported no remaining Innovator US Equity Power Buffer ETF March position as of Q1 2025 after selling out during the quarter.
Global Trust Asset Management sold 1,230 Innovator US Equity Power Buffer ETF March shares in Q1 2025, an estimated $49.4K.
Global Trust Asset Management first reported a position in Innovator US Equity Power Buffer ETF March in Q2 2020 and held it in 19 quarters.
Global Trust Asset Management's Innovator US Equity Power Buffer ETF March position peaked at $56.1K in Q3 2024.
188 funds tracked by Wall St. Rank held Innovator US Equity Power Buffer ETF March as of Q1 2025.

Based on Global Trust Asset Management's 13F filing for Q1 2025, filed 18 Apr 2025.