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

ORBA 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
2025 Q4	–	Sell	-15,333	Closed	-$673K	–	90
2025 Q3	$673K	Sell	15,333 -4,310	-22%	-$186K	0.55%	41
2025 Q2	$830K	Sell	19,643 -900	-4%	-$36.3K	0.76%	36
2025 Q1	$820K	Hold	20,543	–	–	0.41%	46
2024 Q4	$826K	Hold	20,543	–	–	0.43%	47
2024 Q3	$806K	Sell	20,543 -1,030	-5%	-$39.5K	0.41%	46
2024 Q2	$818K	Buy	21,573 +12,060	+127%	+$446K	0.42%	45
2024 Q1	$350K	Buy	+9,513	New	+$344K	0.19%	72

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

SEP

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

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

Focus Partners Wealth Boston, Massachusetts $97.6B AUM 29.43% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 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

KAS

Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return

ORBA Wealth Advisors's PMAR Position: Q4 2025 in Review

ORBA Wealth Advisors sold out of Innovator US Equity Power Buffer ETF March (PMAR) in Q4 2025, closing a stake of 15,333 shares — an estimated $673K sold.

ORBA Wealth Advisors first reported a position in PMAR in Q1 2024 and held it in 7 quarters. The position peaked at $830K in Q2 2025. 196 funds tracked by Wall St. Rank hold PMAR as of Q4 2025.

ORBA Wealth Advisors reported no remaining Innovator US Equity Power Buffer ETF March position as of Q4 2025 after selling out during the quarter.
ORBA Wealth Advisors sold 15,333 Innovator US Equity Power Buffer ETF March shares in Q4 2025, an estimated $673K.
ORBA Wealth Advisors first reported a position in Innovator US Equity Power Buffer ETF March in Q1 2024 and held it in 7 quarters.
ORBA Wealth Advisors's Innovator US Equity Power Buffer ETF March position peaked at $830K in Q2 2025.
196 funds tracked by Wall St. Rank held Innovator US Equity Power Buffer ETF March as of Q4 2025.

Based on ORBA Wealth Advisors's 13F filing for Q4 2025, filed 5 Feb 2026.