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 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

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

KFG Wealth Management's PMAR Position: Q2 2026 in Review

KFG Wealth Management increased its Innovator US Equity Power Buffer ETF March (PMAR) stake by 0.45% in Q2 2026, buying an estimated $19.2K and bringing the position to 91,510 shares worth $4.37M. The position accounts for 0.49% of the portfolio, ranked #30.

KFG Wealth Management first reported a position in PMAR in Q4 2022 and has held it in 15 quarters since. The position peaked at $6.02M in Q2 2025. 212 funds tracked by Wall St. Rank hold PMAR as of Q2 2026.

KFG Wealth Management held 91,510 shares of Innovator US Equity Power Buffer ETF March worth $4.37M as of Q2 2026.
KFG Wealth Management bought 408 Innovator US Equity Power Buffer ETF March shares in Q2 2026, an estimated $19.2K.
Innovator US Equity Power Buffer ETF March made up 0.49% of KFG Wealth Management's portfolio in Q2 2026, its #30 holding.
KFG Wealth Management first reported a position in Innovator US Equity Power Buffer ETF March in Q4 2022 and has held it in 15 quarters since.
KFG Wealth Management's Innovator US Equity Power Buffer ETF March position peaked at $6.02M in Q2 2025.
212 funds tracked by Wall St. Rank held Innovator US Equity Power Buffer ETF March as of Q2 2026.

Based on KFG Wealth Management's 13F filing for Q2 2026, filed 22 Jul 2026.