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

NewEdge 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 Q1	$2.25M	Sell	50,507 -2,848	-5%	-$129K	0.01%	1048
2025 Q4	$2.4M	Sell	53,355 -1,988	-4%	-$88.1K	0.01%	981
2025 Q3	$2.43M	Sell	55,343 -50	-0.1%	-$2.15K	0.01%	922
2025 Q2	$2.34M	Buy	55,393 +120	+0.2%	+$4.85K	0.01%	862
2025 Q1	$2.21M	Buy	55,273 +14,078	+34%	+$570K	0.01%	812
2024 Q4	$1.66M	Sell	41,195 -6,786	-14%	-$270K	0.01%	912
2024 Q3	$1.88M	Sell	47,981 -451	-0.9%	-$17.3K	0.01%	818
2024 Q2	$1.84M	Buy	48,432 +703	+1%	+$26K	0.01%	792
2024 Q1	$1.76M	Buy	47,729 +2,791	+6%	+$101K	0.02%	746
2023 Q4	$1.61M	Sell	44,938 -105,393	-70%	-$3.63M	0.02%	742
2023 Q3	$5.03M	Sell	150,331 -1,530	-1%	-$51.9K	0.06%	321
2023 Q2	$5.13M	Sell	151,861 -3,014	-2%	-$98.5K	0.06%	314
2023 Q1	$4.97M	Buy	+154,875	New	+$4.85M	0.06%	305

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

NewEdge Advisors's PMAR Position: Q1 2026 in Review

NewEdge Advisors reduced its Innovator US Equity Power Buffer ETF March (PMAR) stake by 5.3% in Q1 2026, selling an estimated $129K and leaving 50,507 shares worth $2.25M. The position accounts for 0.01% of the portfolio, ranked #1048.

NewEdge Advisors first reported a position in PMAR in Q1 2023 and has held it in 13 quarters since. The position peaked at $5.13M in Q2 2023. 206 funds tracked by Wall St. Rank hold PMAR as of Q1 2026.

NewEdge Advisors held 50,507 shares of Innovator US Equity Power Buffer ETF March worth $2.25M as of Q1 2026.
NewEdge Advisors sold 2,848 Innovator US Equity Power Buffer ETF March shares in Q1 2026, an estimated $129K.
Innovator US Equity Power Buffer ETF March made up 0.01% of NewEdge Advisors's portfolio in Q1 2026, its #1048 holding.
NewEdge Advisors first reported a position in Innovator US Equity Power Buffer ETF March in Q1 2023 and has held it in 13 quarters since.
NewEdge Advisors's Innovator US Equity Power Buffer ETF March position peaked at $5.13M in Q2 2023.
206 funds tracked by Wall St. Rank held Innovator US Equity Power Buffer ETF March as of Q1 2026.

Based on NewEdge Advisors's 13F filing for Q1 2026, filed 18 May 2026.