PTM Wealth Management’s Innovator US Equity Power Buffer ETF March PMAR Stock Holding History

PTM 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 Q2	$252K	Sell	5,274 -104	-2%	-$4.89K	0.11%	55
2026 Q1	$242K	Sell	5,378 -2,011	-27%	-$90.8K	0.13%	52
2025 Q4	$333K	Sell	7,389 -597	-7%	-$26.4K	0.19%	42
2025 Q3	$351K	Sell	7,986 -69	-0.9%	-$2.97K	0.21%	35
2025 Q2	$342K	Sell	8,055 -2,012	-20%	-$81.3K	0.23%	32
2025 Q1	$374K	Buy	+10,067	New	+$408K	0.39%	27

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

PTM Wealth Management's PMAR Position: Q2 2026 in Review

PTM Wealth Management reduced its Innovator US Equity Power Buffer ETF March (PMAR) stake by 1.9% in Q2 2026, selling an estimated $4.89K and leaving 5,274 shares worth $252K. The position accounts for 0.11% of the portfolio, ranked #55.

PTM Wealth Management first reported a position in PMAR in Q1 2025 and has held it in 6 quarters since. The position peaked at $374K in Q1 2025. 215 funds tracked by Wall St. Rank hold PMAR as of Q2 2026.

PTM Wealth Management held 5,274 shares of Innovator US Equity Power Buffer ETF March worth $252K as of Q2 2026.
PTM Wealth Management sold 104 Innovator US Equity Power Buffer ETF March shares in Q2 2026, an estimated $4.89K.
Innovator US Equity Power Buffer ETF March made up 0.11% of PTM Wealth Management's portfolio in Q2 2026, its #55 holding.
PTM Wealth Management first reported a position in Innovator US Equity Power Buffer ETF March in Q1 2025 and has held it in 6 quarters since.
PTM Wealth Management's Innovator US Equity Power Buffer ETF March position peaked at $374K in Q1 2025.
215 funds tracked by Wall St. Rank held Innovator US Equity Power Buffer ETF March as of Q2 2026.

Based on PTM Wealth Management's 13F filing for Q2 2026, filed 6 Aug 2026.