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Global Wealth Strategies & Associates’s Innovator US Equity Power Buffer ETF March PMAR Stock Holding History

Global Wealth Strategies & Associates’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
-445
Closed -$20K – 591
2025
Q4 		$20K Hold
445
– – 0.01% 238
2025
Q3 		$19.5K Buy
+445
New +$19.2K 0.01% 222

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PCM
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SEP
Southland Equity Partners Wildwood, Missouri $571M AUM 22.77% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $89.9B AUM 20.5% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $26.4B AUM 21.05% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Global Wealth Strategies & Associates's PMAR Position: Q1 2026 in Review

Global Wealth Strategies & Associates sold out of Innovator US Equity Power Buffer ETF March (PMAR) in Q1 2026, closing a stake of 445 shares — an estimated $20K sold.

Global Wealth Strategies & Associates first reported a position in PMAR in Q3 2025 and held it in 2 quarters. The position peaked at $20K in Q4 2025. 206 funds tracked by Wall St. Rank hold PMAR as of Q1 2026.

  • Global Wealth Strategies & Associates reported no remaining Innovator US Equity Power Buffer ETF March position as of Q1 2026 after selling out during the quarter.
  • Global Wealth Strategies & Associates sold 445 Innovator US Equity Power Buffer ETF March shares in Q1 2026, an estimated $20K.
  • Global Wealth Strategies & Associates first reported a position in Innovator US Equity Power Buffer ETF March in Q3 2025 and held it in 2 quarters.
  • Global Wealth Strategies & Associates's Innovator US Equity Power Buffer ETF March position peaked at $20K in Q4 2025.
  • 206 funds tracked by Wall St. Rank held Innovator US Equity Power Buffer ETF March as of Q1 2026.

Based on Global Wealth Strategies & Associates's 13F filing for Q1 2026, filed 3 Apr 2026.