KFG Wealth Management
PMAR icon

KFG Wealth Management’s Innovator US Equity Power Buffer ETF March PMAR Stock Holding History

KFG Wealth 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
Q3 		$4.33M Sell
88,467
-3,043
-3% -$147K 0.47% 33
2026
Q2 		$4.37M Buy
91,510
+408
+0.4% +$19.2K 0.49% 30
2026
Q1 		$4.06M Buy
91,102
+11,068
+14% +$500K 0.53% 31
2025
Q4 		$3.6M Sell
80,034
-47,864
-37% -$2.12M 0.48% 35
2025
Q3 		$5.62M Sell
127,898
-14,579
-10% -$628K 0.81% 23
2025
Q2 		$6.02M Buy
142,477
+10,984
+8% +$444K 0.97% 18
2025
Q1 		$5.25M Buy
131,493
+34,059
+35% +$1.38M 0.95% 20
2024
Q4 		$3.92M Sell
97,434
-14,031
-13% -$558K 0.73% 29
2024
Q3 		$4.37M Sell
111,465
-1,902
-2% -$73K 0.95% 24
2024
Q2 		$4.3M Buy
113,367
+5,480
+5% +$203K 1.7% 17
2024
Q1 		$3.97M Buy
107,887
+50,830
+89% +$1.84M 1.63% 16
2023
Q4 		$2.03M Buy
57,057
+645
+1% +$22.2K 0.93% 26
2023
Q3 		$1.89M Sell
56,412
-3,424
-6% -$116K 1.03% 24
2023
Q2 		$2.02M Sell
59,836
-14,727
-20% -$481K 1.18% 16
2023
Q1 		$2.41M Buy
74,563
+26,891
+56% +$843K 1.67% 14
2022
Q4 		$1.46M Buy
+47,672
New +$1.45M 1.5% 14

Other funds holding PMAR

SEP
Southland Equity Partners Wildwood, Missouri $583M AUM 16.78% 1-Year Est. Return
CoreCap Advisors
CoreCap Advisors Southfield, Michigan $3.48B AUM 21.43% 1-Year Est. Return
Brookstone Capital Management
Brookstone Capital Management Wheaton, Illinois $10.1B AUM 17.94% 1-Year Est. Return
DI
Diligent Investors Redlands, California $455M AUM 20.89% 1-Year Est. Return
Hardworking Capital Advisors
Hardworking Capital Advisors Palm Desert, California $121M AUM 6.26% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
Diversify Advisory Services
Diversify Advisory Services Sandy, Utah $6.69B AUM 18.85% 1-Year Est. Return
Diversify Wealth Management
Diversify Wealth Management Sandy, Utah $6.69B AUM 22.4% 1-Year Est. Return
Concurrent Investment Advisors
Concurrent Investment Advisors Tampa, Florida $14.5B AUM 24.52% 1-Year Est. Return
BFI Wealth Solutions
BFI Wealth Solutions Dallas, Texas $146M AUM 11.97% 1-Year Est. Return

KFG Wealth Management's PMAR Position: Q3 2026 in Review

KFG Wealth Management reduced its Innovator US Equity Power Buffer ETF March (PMAR) stake by 3.3% in Q3 2026, selling an estimated $147K and leaving 88,467 shares worth $4.33M. The position accounts for 0.47% of the portfolio, ranked #33.

KFG Wealth Management first reported a position in PMAR in Q4 2022 and has held it in 16 quarters since. The position peaked at $6.02M in Q2 2025. 80 funds tracked by Wall St. Rank hold PMAR as of Q3 2026.

  • KFG Wealth Management held 88,467 shares of Innovator US Equity Power Buffer ETF March worth $4.33M as of Q3 2026.
  • KFG Wealth Management sold 3,043 Innovator US Equity Power Buffer ETF March shares in Q3 2026, an estimated $147K.
  • Innovator US Equity Power Buffer ETF March made up 0.47% of KFG Wealth Management's portfolio in Q3 2026, its #33 holding.
  • KFG Wealth Management first reported a position in Innovator US Equity Power Buffer ETF March in Q4 2022 and has held it in 16 quarters since.
  • KFG Wealth Management's Innovator US Equity Power Buffer ETF March position peaked at $6.02M in Q2 2025.
  • 80 funds tracked by Wall St. Rank held Innovator US Equity Power Buffer ETF March as of Q3 2026.

Based on KFG Wealth Management's 13F filing for Q3 2026, filed 16 Oct 2026.