PFGIA
PMAR icon

Patriot Financial Group Insurance Agency’s Innovator US Equity Power Buffer ETF March PMAR Stock Holding History

Patriot Financial Group Insurance Agency’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
Q2 		$1.56M Sell
32,746
-29,820
-48% -$1.4M 0.16% 158
2026
Q1 		$2.79M Buy
62,566
+32,658
+109% +$1.48M 0.16% 160
2025
Q4 		$1.34M Sell
29,908
-3,008
-9% -$133K 0.16% 159
2025
Q3 		$1.45M Sell
32,916
-385
-1% -$16.6K 0.19% 145
2025
Q2 		$1.41M Buy
33,301
+2,200
+7% +$88.8K 0.16% 157
2025
Q1 		$1.24M Sell
31,101
-190
-0.6% -$7.69K 0.17% 155
2024
Q4 		$1.26M Sell
31,291
-1,297
-4% -$51.6K 0.17% 138
2024
Q3 		$1.28M Buy
32,588
+571
+2% +$21.9K 0.17% 138
2024
Q2 		$1.21M Buy
32,017
+750
+2% +$27.7K 0.18% 132
2024
Q1 		$1.15M Buy
31,267
+3,506
+13% +$127K 0.18% 126
2023
Q4 		$989K Sell
27,761
-100
-0.4% -$3.44K 0.19% 131
2023
Q3 		$933K Buy
27,861
+1,350
+5% +$45.8K 0.19% 139
2023
Q2 		$895K Buy
26,511
+2,150
+9% +$70.3K 0.17% 146
2023
Q1 		$784K Buy
24,361
+5,200
+27% +$163K 0.16% 151
2022
Q4 		$589K Sell
19,161
-300
-2% -$9.1K 0.08% 183
2022
Q3 		$567K Hold
19,461
– – 0.14% 181
2022
Q2 		$574K Hold
19,461
– – 0.12% 179
2022
Q1 		$628K Buy
19,461
+9,345
+92% +$295K 0.11% 201
2021
Q4 		$319K Hold
10,116
– – 0.05% 334
2021
Q3 		$310K Hold
10,116
– – 0.05% 332
2021
Q2 		$309K Hold
10,116
– – 0.06% 331
2021
Q1 		$299K Buy
+10,116
New +$291K 0.07% 291

Other funds holding PMAR

BCM
Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return
SEP
Southland Equity Partners Wildwood, Missouri $571M AUM 22.77% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return
CA
CoreCap Advisors Southfield, Michigan $3.39B AUM 31.21% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
CWRP
Cassady Wealth & Retirement Planning Henderson, Nevada $215M AUM
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Patriot Financial Group Insurance Agency's PMAR Position: Q2 2026 in Review

Patriot Financial Group Insurance Agency reduced its Innovator US Equity Power Buffer ETF March (PMAR) stake by 48% in Q2 2026, selling an estimated $1.4M and leaving 32,746 shares worth $1.56M. The position accounts for 0.16% of the portfolio, ranked #158.

Patriot Financial Group Insurance Agency first reported a position in PMAR in Q1 2021 and has held it in 22 quarters since. The position peaked at $2.79M in Q1 2026. 138 funds tracked by Wall St. Rank hold PMAR as of Q2 2026.

  • Patriot Financial Group Insurance Agency held 32,746 shares of Innovator US Equity Power Buffer ETF March worth $1.56M as of Q2 2026.
  • Patriot Financial Group Insurance Agency sold 29,820 Innovator US Equity Power Buffer ETF March shares in Q2 2026, an estimated $1.4M.
  • Innovator US Equity Power Buffer ETF March made up 0.16% of Patriot Financial Group Insurance Agency's portfolio in Q2 2026, its #158 holding.
  • Patriot Financial Group Insurance Agency first reported a position in Innovator US Equity Power Buffer ETF March in Q1 2021 and has held it in 22 quarters since.
  • Patriot Financial Group Insurance Agency's Innovator US Equity Power Buffer ETF March position peaked at $2.79M in Q1 2026.
  • 138 funds tracked by Wall St. Rank held Innovator US Equity Power Buffer ETF March as of Q2 2026.

Based on Patriot Financial Group Insurance Agency's 13F filing for Q2 2026, filed 16 Jul 2026.