Orion Portfolio Solutions’s Innovator US Equity Power Buffer ETF March PMAR Stock Holding History

Orion Portfolio Solutions’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 Q1	$224K	Sell	5,605 -534	-9%	-$21.6K	﹤0.01%	1757
2024 Q4	$247K	Sell	6,139 -10,324	-63%	-$411K	﹤0.01%	1651
2024 Q3	$646K	Sell	16,463 -322	-2%	-$12.4K	0.01%	1233
2024 Q2	$636K	Buy	16,785 +5,744	+52%	+$212K	0.01%	1196
2024 Q1	$406K	Buy	+11,041	New	+$399K	﹤0.01%	1356
2022 Q2	–	Sell	-25,020	Closed	-$808K	–	730
2022 Q1	$808K	Buy	+25,020	New	+$790K	0.03%	304

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

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

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

Kovitz Investment Group Partners Chicago, Illinois $4.52B AUM 31.84% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

KAS

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

Orion Portfolio Solutions's PMAR Position: Q1 2025 in Review

Orion Portfolio Solutions reduced its Innovator US Equity Power Buffer ETF March (PMAR) stake by 8.7% in Q1 2025, selling an estimated $21.6K and leaving 5,605 shares worth $224K. The position accounts for ﹤0.01% of the portfolio, ranked #1757.

Orion Portfolio Solutions first reported a position in PMAR in Q1 2022 and has held it in 6 quarters since. The position peaked at $808K in Q1 2022. 189 funds tracked by Wall St. Rank hold PMAR as of Q1 2025.

Orion Portfolio Solutions held 5,605 shares of Innovator US Equity Power Buffer ETF March worth $224K as of Q1 2025.
Orion Portfolio Solutions sold 534 Innovator US Equity Power Buffer ETF March shares in Q1 2025, an estimated $21.6K.
Innovator US Equity Power Buffer ETF March made up ﹤0.01% of Orion Portfolio Solutions's portfolio in Q1 2025, its #1757 holding.
Orion Portfolio Solutions first reported a position in Innovator US Equity Power Buffer ETF March in Q1 2022 and has held it in 6 quarters since.
Orion Portfolio Solutions's Innovator US Equity Power Buffer ETF March position peaked at $808K in Q1 2022.
189 funds tracked by Wall St. Rank held Innovator US Equity Power Buffer ETF March as of Q1 2025.

Based on Orion Portfolio Solutions's 13F filing for Q1 2025, filed 14 May 2025.