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

Phoenix Financial’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 		$558K Buy
12,495
+1,560
+14% +$70.5K 0.01% 293
2025
Q4 		$491K Sell
10,935
-1,970
-15% -$87.3K 0.01% 306
2025
Q3 		$567K Sell
12,905
-850
-6% -$36.6K 0.01% 282
2025
Q2 		$581K Hold
13,755
– – 0.01% 273
2025
Q1 		$549K Buy
+13,755
New +$557K 0.01% 252

Other funds holding PMAR

AllianceBernstein
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
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $89.9B AUM 20.5% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 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
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Phoenix Financial's PMAR Position: Q1 2026 in Review

Phoenix Financial increased its Innovator US Equity Power Buffer ETF March (PMAR) stake by 14% in Q1 2026, buying an estimated $70.5K and bringing the position to 12,495 shares worth $558K. The position accounts for 0.01% of the portfolio, ranked #293.

Phoenix Financial first reported a position in PMAR in Q1 2025 and has held it in 5 quarters since. The position peaked at $581K in Q2 2025. 208 funds tracked by Wall St. Rank hold PMAR as of Q1 2026.

  • Phoenix Financial held 12,495 shares of Innovator US Equity Power Buffer ETF March worth $558K as of Q1 2026.
  • Phoenix Financial bought 1,560 Innovator US Equity Power Buffer ETF March shares in Q1 2026, an estimated $70.5K.
  • Innovator US Equity Power Buffer ETF March made up 0.01% of Phoenix Financial's portfolio in Q1 2026, its #293 holding.
  • Phoenix Financial first reported a position in Innovator US Equity Power Buffer ETF March in Q1 2025 and has held it in 5 quarters since.
  • Phoenix Financial's Innovator US Equity Power Buffer ETF March position peaked at $581K in Q2 2025.
  • 208 funds tracked by Wall St. Rank held Innovator US Equity Power Buffer ETF March as of Q1 2026.

Based on Phoenix Financial's 13F filing for Q1 2026, filed 11 May 2026.