OWA
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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

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