LWA
PMAR icon

Lineweaver Wealth Advisors’s Innovator US Equity Power Buffer ETF March PMAR Stock Holding History

Lineweaver Wealth Advisors’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 		$1.14M Hold
23,768
– – 0.14% 114
2026
Q1 		$1.06M Buy
23,768
+5,420
+30% +$245K 0.14% 105
2025
Q4 		$825K Hold
18,348
– – 0.11% 118
2025
Q3 		$806K Sell
18,348
-2,783
-13% -$120K 0.12% 113
2025
Q2 		$892K Hold
21,131
– – 0.14% 100
2025
Q1 		$844K Hold
21,131
– – 0.14% 99
2024
Q4 		$849K Sell
21,131
-1,580
-7% -$62.9K 0.16% 92
2024
Q3 		$891K Hold
22,711
– – 0.17% 88
2024
Q2 		$861K Hold
22,711
– – 0.18% 86
2024
Q1 		$836K Sell
22,711
-3,165
-12% -$114K 0.2% 87
2023
Q4 		$922K Sell
25,876
-443
-2% -$15.2K 0.24% 78
2023
Q3 		$881K Hold
26,319
– – 0.26% 65
2023
Q2 		$889K Sell
26,319
-18,127
-41% -$593K 0.25% 68
2023
Q1 		$1.43M Buy
44,446
+14,201
+47% +$445K 0.44% 52
2022
Q4 		$929K Hold
30,245
– – 0.28% 70
2022
Q3 		$880K Hold
30,245
– – 0.29% 63
2022
Q2 		$892K Buy
30,245
+1,605
+6% +$49.3K 0.29% 60
2022
Q1 		$924K Buy
+28,640
New +$904K 0.26% 66
2021
Q2 		– Sell
-29,653
Closed -$875K – 132
2021
Q1 		$875K Buy
+29,653
New +$854K 0.31% 47

Other funds holding PMAR

BCM
Brookstone Capital Management Wheaton, Illinois $9.96B AUM 23.61% 1-Year Est. Return
SEP
Southland Equity Partners Wildwood, Missouri $571M AUM 22.77% 1-Year Est. Return
CA
CoreCap Advisors Southfield, Michigan $3.39B AUM 31.21% 1-Year Est. Return
AWM
Atticus Wealth Management Palm Beach Gardens, Florida $420M AUM 23.31% 1-Year Est. Return
YWS
Yarger Wealth Strategies Westerville, Ohio $275M AUM 22.01% 1-Year Est. Return
SWM
Spire Wealth Management Mclean, Virginia $3.31B AUM 38.78% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.6B AUM 29.42% 1-Year Est. Return
LWM
Lakeridge Wealth Management Mentor, Ohio $272M AUM 22.77% 1-Year Est. Return
CRWM
Castle Rock Wealth Management Walnut Creek, California $509M AUM 36.93% 1-Year Est. Return
CHC
City Holding Co Charleston, West Virginia $884M AUM 27.52% 1-Year Est. Return