Sagespring Wealth Partners’s Innovator US Equity Power Buffer ETF March PMAR Stock Holding History

Sagespring Wealth Partners’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	$890K	Buy	18,636 +9,194	+97%	+$432K	0.01%	369
2026 Q1	$421K	Hold	9,442	–	–	0.01%	550
2025 Q4	$424K	Sell	9,442 -6,026	-39%	-$267K	0.01%	521
2025 Q3	$679K	Sell	15,468 -413	-3%	-$17.8K	0.01%	386
2025 Q2	$671K	Buy	15,881 +6,439	+68%	+$260K	0.01%	365
2025 Q1	$377K	Buy	9,442 +1,390	+17%	+$56.3K	0.01%	458
2024 Q4	$324K	Buy	+8,052	New	+$320K	0.01%	458

Other funds holding PMAR

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

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

KAS

Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return

CoreCap Advisors Southfield, Michigan $3.39B AUM 31.21% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

CWRP

Cassady Wealth & Retirement Planning Henderson, Nevada $215M AUM

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Sagespring Wealth Partners's PMAR Position: Q2 2026 in Review

Sagespring Wealth Partners increased its Innovator US Equity Power Buffer ETF March (PMAR) stake by 97% in Q2 2026, buying an estimated $432K and bringing the position to 18,636 shares worth $890K. The position accounts for 0.01% of the portfolio, ranked #369.

Sagespring Wealth Partners first reported a position in PMAR in Q4 2024 and has held it in 7 quarters since. 146 funds tracked by Wall St. Rank hold PMAR as of Q2 2026.

Sagespring Wealth Partners held 18,636 shares of Innovator US Equity Power Buffer ETF March worth $890K as of Q2 2026.
Sagespring Wealth Partners bought 9,194 Innovator US Equity Power Buffer ETF March shares in Q2 2026, an estimated $432K.
Innovator US Equity Power Buffer ETF March made up 0.01% of Sagespring Wealth Partners's portfolio in Q2 2026, its #369 holding.
Sagespring Wealth Partners first reported a position in Innovator US Equity Power Buffer ETF March in Q4 2024 and has held it in 7 quarters since.
146 funds tracked by Wall St. Rank held Innovator US Equity Power Buffer ETF March as of Q2 2026.

Based on Sagespring Wealth Partners's 13F filing for Q2 2026, filed 3 Aug 2026.