Independent Financial Group’s Innovator US Equity Power Buffer ETF March PMAR Stock Holding History

Independent Financial Group’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 Q2	$334K	Hold	6,996	–	–	0.01%	1187
2026 Q1	$312K	Buy	6,996 +50	+0.7%	+$2.26K	0.01%	1141
2025 Q4	$312K	Sell	6,946 -23	-0.3%	-$1.02K	0.01%	1129
2025 Q3	$306K	Sell	6,969 -1,500	-18%	-$64.6K	0.01%	1082
2025 Q2	$358K	Hold	8,469	–	–	0.01%	937
2025 Q1	$338K	Buy	8,469 +1,111	+15%	+$45K	0.01%	878
2024 Q4	$296K	Sell	7,358 -2,000	-21%	-$79.6K	0.01%	908
2024 Q3	$367K	Hold	9,358	–	–	0.01%	784
2024 Q2	$355K	Buy	9,358 +1,500	+19%	+$55.5K	0.01%	755
2024 Q1	$289K	Buy	+7,858	New	+$284K	0.01%	800

Other funds holding PMAR

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

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

BCM

Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return

SEP

Southland Equity Partners Wildwood, Missouri $571M AUM 22.77% 1-Year Est. Return

Focus Partners Wealth Boston, Massachusetts $97.6B AUM 29.43% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Independent Financial Group's PMAR Position: Q2 2026 in Review

Independent Financial Group held its Innovator US Equity Power Buffer ETF March (PMAR) position steady in Q2 2026 at 6,996 shares worth $334K. The position accounts for 0.01% of the portfolio, ranked #1187.

Independent Financial Group first reported a position in PMAR in Q1 2024 and has held it in 10 quarters since. The position peaked at $367K in Q3 2024. 212 funds tracked by Wall St. Rank hold PMAR as of Q2 2026.

Independent Financial Group held 6,996 shares of Innovator US Equity Power Buffer ETF March worth $334K as of Q2 2026.
Independent Financial Group left its Innovator US Equity Power Buffer ETF March share count unchanged in Q2 2026.
Innovator US Equity Power Buffer ETF March made up 0.01% of Independent Financial Group's portfolio in Q2 2026, its #1187 holding.
Independent Financial Group first reported a position in Innovator US Equity Power Buffer ETF March in Q1 2024 and has held it in 10 quarters since.
Independent Financial Group's Innovator US Equity Power Buffer ETF March position peaked at $367K in Q3 2024.
212 funds tracked by Wall St. Rank held Innovator US Equity Power Buffer ETF March as of Q2 2026.

Based on Independent Financial Group's 13F filing for Q2 2026, filed 15 Jul 2026.