Phillips Financial Management’s Innovator US Equity Power Buffer ETF March PMAR Stock Holding History

Phillips Financial 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	$87.2K	Sell	1,825 -1	-0.1%	-$47	0.01%	233
2026 Q1	$81.5K	Hold	1,826	–	–	0.01%	220
2025 Q4	$82K	Hold	1,826	–	–	0.01%	235
2025 Q3	$80.2K	Buy	1,826 +1	+0.1%	+$43	0.01%	241
2025 Q2	$77.1K	Buy	+1,825	New	+$73.7K	0.01%	212

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

Phillips Financial Management's PMAR Position: Q2 2026 in Review

Phillips Financial Management reduced its Innovator US Equity Power Buffer ETF March (PMAR) stake by 0.05% in Q2 2026, selling an estimated $47 and leaving 1,825 shares worth $87.2K. The position accounts for 0.01% of the portfolio, ranked #233.

Phillips Financial Management first reported a position in PMAR in Q2 2025 and has held it in 5 quarters since. 212 funds tracked by Wall St. Rank hold PMAR as of Q2 2026.

Phillips Financial Management held 1,825 shares of Innovator US Equity Power Buffer ETF March worth $87.2K as of Q2 2026.
Phillips Financial Management sold 1 Innovator US Equity Power Buffer ETF March share in Q2 2026, an estimated $47.
Innovator US Equity Power Buffer ETF March made up 0.01% of Phillips Financial Management's portfolio in Q2 2026, its #233 holding.
Phillips Financial Management first reported a position in Innovator US Equity Power Buffer ETF March in Q2 2025 and has held it in 5 quarters since.
212 funds tracked by Wall St. Rank held Innovator US Equity Power Buffer ETF March as of Q2 2026.

Based on Phillips Financial Management's 13F filing for Q2 2026, filed 3 Aug 2026.