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

Ritholtz 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 Q3	$640K	Sell	13,062 -318	-2%	-$15.4K	0.01%	794
2026 Q2	$639K	Sell	13,380 -617	-4%	-$29K	0.01%	765
2026 Q1	$625K	Sell	13,997 -395	-3%	-$17.8K	0.01%	704
2025 Q4	$647K	Buy	+14,392	New	+$638K	0.01%	641

Other funds holding PMAR

Osaic Holdings Scottsdale, Arizona $83.6B AUM 19.78% 1-Year Est. Return

SEP

Southland Equity Partners Wildwood, Missouri $583M AUM 16.78% 1-Year Est. Return

Focus Partners Wealth Boston, Massachusetts $96.6B AUM 22.52% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $115B AUM 18.52% 1-Year Est. Return

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $375B AUM 21.05% 1-Year Est. Return

Kestra Advisory Services Austin, Texas $35.1B AUM 20.13% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $106B AUM 21.33% 1-Year Est. Return

CoreCap Advisors Southfield, Michigan $3.48B AUM 21.43% 1-Year Est. Return

Ritholtz Wealth Management's PMAR Position: Q3 2026 in Review

Ritholtz Wealth Management reduced its Innovator US Equity Power Buffer ETF March (PMAR) stake by 2.4% in Q3 2026, selling an estimated $15.4K and leaving 13,062 shares worth $640K. The position accounts for 0.01% of the portfolio, ranked #794.

Ritholtz Wealth Management first reported a position in PMAR in Q4 2025 and has held it in 4 quarters since. The position peaked at $647K in Q4 2025. 186 funds tracked by Wall St. Rank hold PMAR as of Q3 2026.

Ritholtz Wealth Management held 13,062 shares of Innovator US Equity Power Buffer ETF March worth $640K as of Q3 2026.
Ritholtz Wealth Management sold 318 Innovator US Equity Power Buffer ETF March shares in Q3 2026, an estimated $15.4K.
Innovator US Equity Power Buffer ETF March made up 0.01% of Ritholtz Wealth Management's portfolio in Q3 2026, its #794 holding.
Ritholtz Wealth Management first reported a position in Innovator US Equity Power Buffer ETF March in Q4 2025 and has held it in 4 quarters since.
Ritholtz Wealth Management's Innovator US Equity Power Buffer ETF March position peaked at $647K in Q4 2025.
186 funds tracked by Wall St. Rank held Innovator US Equity Power Buffer ETF March as of Q3 2026.

Based on Ritholtz Wealth Management's 13F filing for Q3 2026, filed 5 Nov 2026.