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 Q2	$483K	Sell	10,115 -2,380	-19%	-$112K	﹤0.01%	348
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 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

Phoenix Financial's PMAR Position: Q2 2026 in Review

Phoenix Financial reduced its Innovator US Equity Power Buffer ETF March (PMAR) stake by 19% in Q2 2026, selling an estimated $112K and leaving 10,115 shares worth $483K. The position accounts for ﹤0.01% of the portfolio, ranked #348.

Phoenix Financial first reported a position in PMAR in Q1 2025 and has held it in 6 quarters since. The position peaked at $581K in Q2 2025. 215 funds tracked by Wall St. Rank hold PMAR as of Q2 2026.

Phoenix Financial held 10,115 shares of Innovator US Equity Power Buffer ETF March worth $483K as of Q2 2026.
Phoenix Financial sold 2,380 Innovator US Equity Power Buffer ETF March shares in Q2 2026, an estimated $112K.
Innovator US Equity Power Buffer ETF March made up ﹤0.01% of Phoenix Financial's portfolio in Q2 2026, its #348 holding.
Phoenix Financial first reported a position in Innovator US Equity Power Buffer ETF March in Q1 2025 and has held it in 6 quarters since.
Phoenix Financial's Innovator US Equity Power Buffer ETF March position peaked at $581K in Q2 2025.
215 funds tracked by Wall St. Rank held Innovator US Equity Power Buffer ETF March as of Q2 2026.

Based on Phoenix Financial's 13F filing for Q2 2026, filed 11 Aug 2026.