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

Lakeridge 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	$1.54M	Hold	32,186	–	–	0.56%	38
2026 Q1	$1.44M	Sell	32,186 -1,605	-5%	-$72.5K	0.62%	39
2025 Q4	$1.52M	Hold	33,791	–	–	0.69%	33
2025 Q3	$1.48M	Sell	33,791 -860	-2%	-$37.1K	0.66%	32
2025 Q2	$1.46M	Buy	34,651 +1,200	+4%	+$48.5K	0.67%	31
2025 Q1	$1.34M	Sell	33,451 -1,500	-4%	-$60.7K	0.67%	29
2024 Q4	$1.4M	Hold	34,951	–	–	0.73%	27
2024 Q3	$1.37M	Sell	34,951 -383	-1%	-$14.7K	0.75%	27
2024 Q2	$1.34M	Buy	35,334 +6,450	+22%	+$239K	0.81%	25
2024 Q1	$1.06M	Buy	28,884 +14,588	+102%	+$527K	0.69%	28
2023 Q4	$509K	Buy	+14,296	New	+$492K	0.37%	57

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

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

Lakeridge Wealth Management held its Innovator US Equity Power Buffer ETF March (PMAR) position steady in Q2 2026 at 32,186 shares worth $1.54M. The position accounts for 0.56% of the portfolio, ranked #38.

Lakeridge Wealth Management first reported a position in PMAR in Q4 2023 and has held it in 11 quarters since. 212 funds tracked by Wall St. Rank hold PMAR as of Q2 2026.

Lakeridge Wealth Management held 32,186 shares of Innovator US Equity Power Buffer ETF March worth $1.54M as of Q2 2026.
Lakeridge Wealth Management left its Innovator US Equity Power Buffer ETF March share count unchanged in Q2 2026.
Innovator US Equity Power Buffer ETF March made up 0.56% of Lakeridge Wealth Management's portfolio in Q2 2026, its #38 holding.
Lakeridge Wealth Management first reported a position in Innovator US Equity Power Buffer ETF March in Q4 2023 and has held it in 11 quarters since.
212 funds tracked by Wall St. Rank held Innovator US Equity Power Buffer ETF March as of Q2 2026.

Based on Lakeridge Wealth Management's 13F filing for Q2 2026, filed 14 Jul 2026.