PS
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Principal Securities’s Innovator US Equity Power Buffer ETF March PMAR Stock Holding History

Principal Securities’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
2025
Q4 		– Sell
-2,381
Closed -$105K – 2933
2025
Q3 		$105K Buy
2,381
+119
+5% +$5.13K ﹤0.01% 1578
2025
Q2 		$95.5K Buy
2,262
+1,528
+208% +$61.7K ﹤0.01% 1563
2025
Q1 		$29.5K Hold
734
– – ﹤0.01% 1998
2024
Q4 		$29.5K Hold
734
– – ﹤0.01% 1993
2024
Q3 		$28.8K Hold
734
– – ﹤0.01% 1937
2024
Q2 		$27.8K Buy
734
+150
+26% +$5.55K ﹤0.01% 1894
2024
Q1 		$21.5K Sell
584
-1,531
-72% -$55.3K ﹤0.01% 1977
2023
Q4 		$75.3K Buy
+2,115
New +$72.8K ﹤0.01% 1303

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 $71.6B AUM 21.08% 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 $376B AUM 19.32% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $26.4B AUM 21.05% 1-Year Est. Return