RPGK
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Retirement Planning Group (Kansas)’s Innovator US Equity Power Buffer ETF March PMAR Stock Holding History

Retirement Planning Group (Kansas)’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 		$842K Hold
18,877
– – 0.03% 225
2025
Q4 		$848K Sell
18,877
-224
-1% -$9.92K 0.03% 205
2025
Q3 		$839K Sell
19,101
-804
-4% -$34.6K 0.03% 203
2025
Q2 		$841K Hold
19,905
– – 0.04% 165
2025
Q1 		$795K Sell
19,905
-421
-2% -$17K 0.04% 158
2024
Q4 		$817K Sell
20,326
-76
-0.4% -$3.02K 0.04% 146
2024
Q3 		$801K Buy
20,402
+477
+2% +$18.3K 0.04% 140
2024
Q2 		$756K Buy
19,925
+151
+0.8% +$5.59K 0.05% 123
2024
Q1 		$728K Buy
+19,774
New +$715K 0.06% 120
2022
Q2 		– Sell
-10,094
Closed -$326K – 126
2022
Q1 		$326K Buy
10,094
+645
+7% +$20.4K 0.04% 84
2021
Q4 		$298K Buy
+9,449
New +$295K 0.03% 85

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SEP
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Focus Partners Wealth
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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
KAS
Kestra Advisory Services Austin, Texas $26.4B AUM 21.05% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return