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

MBL Wealth’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 Q1	–	Sell	-30,835	Closed	-$1.39M	–	349
2025 Q4	$1.39M	Sell	30,835 -26,510	-46%	-$1.17M	0.11%	100
2025 Q3	$2.52M	Sell	57,345 -6,750	-11%	-$291K	0.22%	70
2025 Q2	$2.71M	Sell	64,095 -2,500	-4%	-$101K	0.26%	66
2025 Q1	$2.66M	Sell	66,595 -12,871	-16%	-$521K	0.27%	62
2024 Q4	$3.19M	Sell	79,466 -5,435	-6%	-$216K	0.32%	57
2024 Q3	$3.33M	Buy	84,901 +1,185	+1%	+$45.5K	0.36%	57
2024 Q2	$3.17M	Buy	83,716 +64,120	+327%	+$2.37M	0.35%	56
2024 Q1	$721K	Buy	+19,596	New	+$708K	0.08%	104

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

SEP

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

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

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

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

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

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

KAS

Kestra Advisory Services Austin, Texas $26.4B AUM 21.05% 1-Year Est. Return

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

MBL Wealth's PMAR Position: Q1 2026 in Review

MBL Wealth sold out of Innovator US Equity Power Buffer ETF March (PMAR) in Q1 2026, closing a stake of 30,835 shares — an estimated $1.39M sold.

MBL Wealth first reported a position in PMAR in Q1 2024 and held it in 8 quarters. The position peaked at $3.33M in Q3 2024. 206 funds tracked by Wall St. Rank hold PMAR as of Q1 2026.

MBL Wealth reported no remaining Innovator US Equity Power Buffer ETF March position as of Q1 2026 after selling out during the quarter.
MBL Wealth sold 30,835 Innovator US Equity Power Buffer ETF March shares in Q1 2026, an estimated $1.39M.
MBL Wealth first reported a position in Innovator US Equity Power Buffer ETF March in Q1 2024 and held it in 8 quarters.
MBL Wealth's Innovator US Equity Power Buffer ETF March position peaked at $3.33M in Q3 2024.
206 funds tracked by Wall St. Rank held Innovator US Equity Power Buffer ETF March as of Q1 2026.

Based on MBL Wealth's 13F filing for Q1 2026, filed 28 Apr 2026.