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

Kingsview 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
2025 Q3	–	Sell	-42,227	Closed	-$1.78M	–	1273
2025 Q2	$1.78M	Buy	42,227 +25,470	+152%	+$1.03M	0.03%	454
2025 Q1	$669K	Sell	16,757 -277	-2%	-$11.2K	0.01%	641
2024 Q4	$685K	Hold	17,034	–	–	0.01%	652
2024 Q3	$669K	Sell	17,034 -133	-0.8%	-$5.11K	0.01%	628
2024 Q2	$651K	Sell	17,167 -305	-2%	-$11.3K	0.02%	613
2024 Q1	$643K	Buy	17,472 +8,342	+91%	+$301K	0.02%	609
2023 Q4	$325K	Buy	9,130 +299	+3%	+$10.3K	0.01%	737
2023 Q3	$296K	Hold	8,831	–	–	0.01%	749
2023 Q2	$298K	Buy	8,831 +1,678	+23%	+$54.9K	0.01%	741
2023 Q1	$230K	Buy	+7,153	New	+$224K	0.01%	793
2022 Q4	–	Sell	-9,885	Closed	-$288K	–	889
2022 Q3	$288K	Sell	9,885 -47,537	-83%	-$1.45M	0.01%	652
2022 Q2	$1.7M	Buy	57,422 +45,657	+388%	+$1.4M	0.08%	246
2022 Q1	$380K	Buy	+11,765	New	+$371K	0.02%	634

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

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

SEP

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

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

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

Kovitz Investment Group Partners Chicago, Illinois $4.31B AUM 20.41% 1-Year Est. Return

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

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

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Kingsview Wealth Management's PMAR Position: Q3 2025 in Review

Kingsview Wealth Management sold out of Innovator US Equity Power Buffer ETF March (PMAR) in Q3 2025, closing a stake of 42,227 shares — an estimated $1.78M sold.

Kingsview Wealth Management first reported a position in PMAR in Q1 2022 and held it in 13 quarters. The position peaked at $1.78M in Q2 2025. 185 funds tracked by Wall St. Rank hold PMAR as of Q3 2025.

Kingsview Wealth Management reported no remaining Innovator US Equity Power Buffer ETF March position as of Q3 2025 after selling out during the quarter.
Kingsview Wealth Management sold 42,227 Innovator US Equity Power Buffer ETF March shares in Q3 2025, an estimated $1.78M.
Kingsview Wealth Management first reported a position in Innovator US Equity Power Buffer ETF March in Q1 2022 and held it in 13 quarters.
Kingsview Wealth Management's Innovator US Equity Power Buffer ETF March position peaked at $1.78M in Q2 2025.
185 funds tracked by Wall St. Rank held Innovator US Equity Power Buffer ETF March as of Q3 2025.

Based on Kingsview Wealth Management's 13F filing for Q3 2025, filed 12 Nov 2025.