Jacobi Capital Management’s Innovator US Equity Power Buffer ETF March PMAR Stock Holding History

Jacobi Capital 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
2026 Q1	$479K	Hold	10,745	–	–	0.03%	423
2025 Q4	$483K	Hold	10,745	–	–	0.03%	415
2025 Q3	$472K	Hold	10,745	–	–	0.03%	408
2025 Q2	$454K	Hold	10,745	–	–	0.03%	407
2025 Q1	$429K	Hold	10,745	–	–	0.03%	394
2024 Q4	$432K	Hold	10,745	–	–	0.03%	382
2024 Q3	$422K	Buy	10,745 +3,454	+47%	+$133K	0.03%	389
2024 Q2	$276K	Buy	+7,291	New	+$270K	0.02%	430

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

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

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

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

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

Jacobi Capital Management's PMAR Position: Q1 2026 in Review

Jacobi Capital Management held its Innovator US Equity Power Buffer ETF March (PMAR) position steady in Q1 2026 at 10,745 shares worth $479K. The position accounts for 0.03% of the portfolio, ranked #423.

Jacobi Capital Management first reported a position in PMAR in Q2 2024 and has held it in 8 quarters since. The position peaked at $483K in Q4 2025. 206 funds tracked by Wall St. Rank hold PMAR as of Q1 2026.

Jacobi Capital Management held 10,745 shares of Innovator US Equity Power Buffer ETF March worth $479K as of Q1 2026.
Jacobi Capital Management left its Innovator US Equity Power Buffer ETF March share count unchanged in Q1 2026.
Innovator US Equity Power Buffer ETF March made up 0.03% of Jacobi Capital Management's portfolio in Q1 2026, its #423 holding.
Jacobi Capital Management first reported a position in Innovator US Equity Power Buffer ETF March in Q2 2024 and has held it in 8 quarters since.
Jacobi Capital Management's Innovator US Equity Power Buffer ETF March position peaked at $483K in Q4 2025.
206 funds tracked by Wall St. Rank held Innovator US Equity Power Buffer ETF March as of Q1 2026.

Based on Jacobi Capital Management's 13F filing for Q1 2026, filed 14 May 2026.