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Impact Partnership Wealth’s Innovator US Equity Power Buffer ETF March PMAR Stock Holding History

Impact Partnership Wealth’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
-5,878
Closed -$248K – 363
2025
Q2 		$248K Buy
5,878
+694
+13% +$28K 0.05% 241
2025
Q1 		$207K Sell
5,184
-290
-5% -$11.7K 0.04% 237
2024
Q4 		$220K Buy
+5,474
New +$218K 0.04% 263

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PCM
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Osaic Holdings
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
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
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Impact Partnership Wealth's PMAR Position: Q3 2025 in Review

Impact Partnership Wealth sold out of Innovator US Equity Power Buffer ETF March (PMAR) in Q3 2025, closing a stake of 5,878 shares — an estimated $248K sold.

Impact Partnership Wealth first reported a position in PMAR in Q4 2024 and held it in 3 quarters. The position peaked at $248K in Q2 2025. 185 funds tracked by Wall St. Rank hold PMAR as of Q3 2025.

  • Impact Partnership Wealth reported no remaining Innovator US Equity Power Buffer ETF March position as of Q3 2025 after selling out during the quarter.
  • Impact Partnership Wealth sold 5,878 Innovator US Equity Power Buffer ETF March shares in Q3 2025, an estimated $248K.
  • Impact Partnership Wealth first reported a position in Innovator US Equity Power Buffer ETF March in Q4 2024 and held it in 3 quarters.
  • Impact Partnership Wealth's Innovator US Equity Power Buffer ETF March position peaked at $248K in Q2 2025.
  • 185 funds tracked by Wall St. Rank held Innovator US Equity Power Buffer ETF March as of Q3 2025.

Based on Impact Partnership Wealth's 13F filing for Q3 2025, filed 3 Nov 2025.