Kovitz Investment Group Partners’s Innovator US Equity Power Buffer ETF March PMAR Stock Holding History

Kovitz Investment Group Partners’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 Q4	–	Sell	-291,828	Closed	-$12.8M	–	1089
2025 Q3	$12.8M	Sell	291,828 -5,661	-2%	-$244K	0.05%	283
2025 Q2	$12.6M	Buy	297,489 +9,317	+3%	+$376K	0.05%	266
2025 Q1	$11.5M	Buy	288,172 +77,233	+37%	+$3.13M	0.06%	242
2024 Q4	$8.48M	Sell	210,939 -1,846	-0.9%	-$73.5K	0.04%	299
2024 Q3	$8.35K	Sell	212,785 -16,680	-7%	-$640K	﹤0.01%	1027
2024 Q2	$8.7M	Buy	+229,465	New	+$8.49M	0.07%	195

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

SEP

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

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

Focus Partners Wealth Boston, Massachusetts $97.6B AUM 29.43% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 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

KAS

Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return

Kovitz Investment Group Partners's PMAR Position: Q4 2025 in Review

Kovitz Investment Group Partners sold out of Innovator US Equity Power Buffer ETF March (PMAR) in Q4 2025, closing a stake of 291,828 shares — an estimated $12.8M sold.

Kovitz Investment Group Partners first reported a position in PMAR in Q2 2024 and held it in 6 quarters. The position peaked at $12.8M in Q3 2025. 196 funds tracked by Wall St. Rank hold PMAR as of Q4 2025.

Kovitz Investment Group Partners reported no remaining Innovator US Equity Power Buffer ETF March position as of Q4 2025 after selling out during the quarter.
Kovitz Investment Group Partners sold 291,828 Innovator US Equity Power Buffer ETF March shares in Q4 2025, an estimated $12.8M.
Kovitz Investment Group Partners first reported a position in Innovator US Equity Power Buffer ETF March in Q2 2024 and held it in 6 quarters.
Kovitz Investment Group Partners's Innovator US Equity Power Buffer ETF March position peaked at $12.8M in Q3 2025.
196 funds tracked by Wall St. Rank held Innovator US Equity Power Buffer ETF March as of Q4 2025.

Based on Kovitz Investment Group Partners's 13F filing for Q4 2025, filed 20 Feb 2026.