Perigon Wealth Management’s Innovator US Equity Power Buffer ETF March PMAR Stock Holding History

Perigon Wealth Management’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	$232K	Hold	5,199	–	–	﹤0.01%	1138
2025 Q4	$234K	Sell	5,199 -5	-0.1%	-$222	﹤0.01%	1145
2025 Q3	$229K	Hold	5,204	–	–	﹤0.01%	1081
2025 Q2	$220K	Hold	5,204	–	–	0.01%	968
2025 Q1	$208K	Buy	+5,204	New	+$211K	0.01%	961

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

Perigon Wealth Management's PMAR Position: Q1 2026 in Review

Perigon Wealth Management held its Innovator US Equity Power Buffer ETF March (PMAR) position steady in Q1 2026 at 5,199 shares worth $232K. The position accounts for ﹤0.01% of the portfolio, ranked #1138.

Perigon Wealth Management first reported a position in PMAR in Q1 2025 and has held it in 5 quarters since. The position peaked at $234K in Q4 2025. 206 funds tracked by Wall St. Rank hold PMAR as of Q1 2026.

Perigon Wealth Management held 5,199 shares of Innovator US Equity Power Buffer ETF March worth $232K as of Q1 2026.
Perigon Wealth Management left its Innovator US Equity Power Buffer ETF March share count unchanged in Q1 2026.
Innovator US Equity Power Buffer ETF March made up ﹤0.01% of Perigon Wealth Management's portfolio in Q1 2026, its #1138 holding.
Perigon Wealth Management first reported a position in Innovator US Equity Power Buffer ETF March in Q1 2025 and has held it in 5 quarters since.
Perigon Wealth Management's Innovator US Equity Power Buffer ETF March position peaked at $234K in Q4 2025.
206 funds tracked by Wall St. Rank held Innovator US Equity Power Buffer ETF March as of Q1 2026.

Based on Perigon Wealth Management's 13F filing for Q1 2026, filed 10 Apr 2026.