Marshall Financial Group (Maryland)’s Innovator US Equity Power Buffer ETF March PMAR Stock Holding History

Marshall Financial Group (Maryland)’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	$256K	Hold	5,367	–	–	0.04%	277
2026 Q1	$239K	Hold	5,367	–	–	0.04%	267
2025 Q4	$241K	Hold	5,367	–	–	0.05%	260
2025 Q3	$236K	Hold	5,367	–	–	0.05%	233
2025 Q2	$227K	Hold	5,367	–	–	0.04%	236
2025 Q1	$214K	Buy	+5,367	New	+$217K	0.05%	220

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

Marshall Financial Group (Maryland)'s PMAR Position: Q2 2026 in Review

Marshall Financial Group (Maryland) held its Innovator US Equity Power Buffer ETF March (PMAR) position steady in Q2 2026 at 5,367 shares worth $256K. The position accounts for 0.04% of the portfolio, ranked #277.

Marshall Financial Group (Maryland) first reported a position in PMAR in Q1 2025 and has held it in 6 quarters since. 212 funds tracked by Wall St. Rank hold PMAR as of Q2 2026.

Marshall Financial Group (Maryland) held 5,367 shares of Innovator US Equity Power Buffer ETF March worth $256K as of Q2 2026.
Marshall Financial Group (Maryland) left its Innovator US Equity Power Buffer ETF March share count unchanged in Q2 2026.
Innovator US Equity Power Buffer ETF March made up 0.04% of Marshall Financial Group (Maryland)'s portfolio in Q2 2026, its #277 holding.
Marshall Financial Group (Maryland) first reported a position in Innovator US Equity Power Buffer ETF March in Q1 2025 and has held it in 6 quarters since.
212 funds tracked by Wall St. Rank held Innovator US Equity Power Buffer ETF March as of Q2 2026.

Based on Marshall Financial Group (Maryland)'s 13F filing for Q2 2026, filed 20 Jul 2026.