HWP
PMAR icon

Heritage Wealth Partners’s Innovator US Equity Power Buffer ETF March PMAR Stock Holding History

Heritage Wealth Partners’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 		$282K Buy
+7,055
New +$286K 0.43% 42

Other funds holding PMAR

AllianceBernstein
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
SEP
Southland Equity Partners Wildwood, Missouri $571M AUM 22.77% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $97.6B AUM 29.43% 1-Year Est. Return
Kovitz Investment Group Partners
Kovitz Investment Group Partners Chicago, Illinois $4.52B AUM 31.84% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return

Heritage Wealth Partners's PMAR Position: Q1 2025 in Review

Heritage Wealth Partners opened a new position in Innovator US Equity Power Buffer ETF March (PMAR) in Q1 2025: 7,055 shares worth $282K. The stake represents 0.43% of the portfolio and ranks #42 among its holdings.

189 funds tracked by Wall St. Rank hold PMAR as of Q1 2025.

  • Heritage Wealth Partners held 7,055 shares of Innovator US Equity Power Buffer ETF March worth $282K as of Q1 2025.
  • Innovator US Equity Power Buffer ETF March was a new Heritage Wealth Partners position in Q1 2025.
  • Innovator US Equity Power Buffer ETF March made up 0.43% of Heritage Wealth Partners's portfolio in Q1 2025, its #42 holding.
  • 189 funds tracked by Wall St. Rank held Innovator US Equity Power Buffer ETF March as of Q1 2025.

Based on Heritage Wealth Partners's 13F filing for Q1 2025, filed 14 May 2025.