Keystone Wealth Services’s Innovator US Equity Power Buffer ETF March PMAR Stock Holding History

Keystone Wealth Services’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	$1.63M	Sell	34,187 -100	-0.3%	-$4.7K	0.3%	82
2026 Q1	$1.53M	Buy	+34,287	New	+$1.55M	0.33%	76
2025 Q4	–	Sell	-42,625	Closed	-$1.87M	–	297
2025 Q3	$1.87M	Sell	42,625 -3,375	-7%	-$145K	0.41%	56
2025 Q2	$1.94M	Hold	46,000	–	–	0.47%	48
2025 Q1	$1.84M	Sell	46,000 -1,067	-2%	-$43.2K	0.5%	45
2024 Q4	$1.89M	Sell	47,067 -215	-0.5%	-$8.55K	0.5%	43
2024 Q3	$1.86M	Sell	47,282 -2,495	-5%	-$95.8K	0.51%	43
2024 Q2	$1.89M	Sell	49,777 -12,180	-20%	-$451K	0.59%	42
2024 Q1	$2.28M	Sell	61,957 -1,065	-2%	-$38.5K	0.74%	32
2023 Q4	$2.24M	Sell	63,022 -6,880	-10%	-$237K	0.77%	34
2023 Q3	$2.34M	Sell	69,902 -3,300	-5%	-$112K	0.89%	25
2023 Q2	$2.47M	Hold	73,202	–	–	0.92%	24
2023 Q1	$2.35M	Buy	73,202 +46,497	+174%	+$1.46M	0.96%	25
2022 Q4	$820K	Hold	26,705	–	–	0.36%	64
2022 Q3	$778K	Sell	26,705 -13,490	-34%	-$411K	0.37%	59
2022 Q2	$1.19M	Buy	40,195 +14,270	+55%	+$439K	0.53%	43
2022 Q1	$837K	Buy	+25,925	New	+$818K	0.33%	66

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

Keystone Wealth Services's PMAR Position: Q2 2026 in Review

Keystone Wealth Services reduced its Innovator US Equity Power Buffer ETF March (PMAR) stake by 0.29% in Q2 2026, selling an estimated $4.7K and leaving 34,187 shares worth $1.63M. The position accounts for 0.3% of the portfolio, ranked #82.

Keystone Wealth Services first reported a position in PMAR in Q1 2022 and has held it in 17 quarters since. The position peaked at $2.47M in Q2 2023. 212 funds tracked by Wall St. Rank hold PMAR as of Q2 2026.

Keystone Wealth Services held 34,187 shares of Innovator US Equity Power Buffer ETF March worth $1.63M as of Q2 2026.
Keystone Wealth Services sold 100 Innovator US Equity Power Buffer ETF March shares in Q2 2026, an estimated $4.7K.
Innovator US Equity Power Buffer ETF March made up 0.3% of Keystone Wealth Services's portfolio in Q2 2026, its #82 holding.
Keystone Wealth Services first reported a position in Innovator US Equity Power Buffer ETF March in Q1 2022 and has held it in 17 quarters since.
Keystone Wealth Services's Innovator US Equity Power Buffer ETF March position peaked at $2.47M in Q2 2023.
212 funds tracked by Wall St. Rank held Innovator US Equity Power Buffer ETF March as of Q2 2026.

Based on Keystone Wealth Services's 13F filing for Q2 2026, filed 5 Aug 2026.