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 Q3	$255K	Hold	5,199	–	–	﹤0.01%	1243
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

SEP

Southland Equity Partners Wildwood, Missouri $583M AUM 16.78% 1-Year Est. Return

CoreCap Advisors Southfield, Michigan $3.48B AUM 21.43% 1-Year Est. Return

Brookstone Capital Management Wheaton, Illinois $10.1B AUM 17.94% 1-Year Est. Return

Diligent Investors Redlands, California $455M AUM 20.89% 1-Year Est. Return

KFG Wealth Management Granger, Indiana $922M AUM 10.87% 1-Year Est. Return

Hardworking Capital Advisors Palm Desert, California $121M AUM 6.26% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Diversify Advisory Services Sandy, Utah $6.69B AUM 18.85% 1-Year Est. Return

Diversify Wealth Management Sandy, Utah $6.69B AUM 22.4% 1-Year Est. Return

Concurrent Investment Advisors Tampa, Florida $14.5B AUM 24.52% 1-Year Est. Return

Perigon Wealth Management's PMAR Position: Q3 2026 in Review

Perigon Wealth Management held its Innovator US Equity Power Buffer ETF March (PMAR) position steady in Q3 2026 at 5,199 shares worth $255K. The position accounts for ﹤0.01% of the portfolio, ranked #1243.

Perigon Wealth Management first reported a position in PMAR in Q1 2025 and has held it in 7 quarters since. 80 funds tracked by Wall St. Rank hold PMAR as of Q3 2026.

Perigon Wealth Management held 5,199 shares of Innovator US Equity Power Buffer ETF March worth $255K as of Q3 2026.
Perigon Wealth Management left its Innovator US Equity Power Buffer ETF March share count unchanged in Q3 2026.
Innovator US Equity Power Buffer ETF March made up ﹤0.01% of Perigon Wealth Management's portfolio in Q3 2026, its #1243 holding.
Perigon Wealth Management first reported a position in Innovator US Equity Power Buffer ETF March in Q1 2025 and has held it in 7 quarters since.
80 funds tracked by Wall St. Rank held Innovator US Equity Power Buffer ETF March as of Q3 2026.

Based on Perigon Wealth Management's 13F filing for Q3 2026, filed 22 Oct 2026.