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 Q2	$248K	Hold	5,199	–	–	﹤0.01%	1239
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 $302B AUM 26.44% 1-Year Est. Return

PCM

Penserra Capital Management Orinda, California $13B AUM 71.84% 1-Year Est. Return

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

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

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

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

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 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

Perigon Wealth Management's PMAR Position: Q2 2026 in Review

Perigon Wealth Management held its Innovator US Equity Power Buffer ETF March (PMAR) position steady in Q2 2026 at 5,199 shares worth $248K. The position accounts for ﹤0.01% of the portfolio, ranked #1239.

Perigon Wealth Management first reported a position in PMAR in Q1 2025 and has held it in 6 quarters since. 212 funds tracked by Wall St. Rank hold PMAR as of Q2 2026.

Perigon Wealth Management held 5,199 shares of Innovator US Equity Power Buffer ETF March worth $248K as of Q2 2026.
Perigon Wealth Management left its Innovator US Equity Power Buffer ETF March share count unchanged in Q2 2026.
Innovator US Equity Power Buffer ETF March made up ﹤0.01% of Perigon Wealth Management's portfolio in Q2 2026, its #1239 holding.
Perigon Wealth Management first reported a position in Innovator US Equity Power Buffer ETF March in Q1 2025 and has held it in 6 quarters since.
212 funds tracked by Wall St. Rank held Innovator US Equity Power Buffer ETF March as of Q2 2026.

Based on Perigon Wealth Management's 13F filing for Q2 2026, filed 7 Aug 2026.