SageView Advisory Group’s Innovator US Equity Power Buffer ETF March PMAR Stock Holding History

SageView Advisory Group’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	–	Sell	-689	Closed	-$31K	–	1928
2025 Q4	$31K	Sell	689 -23,512	-97%	-$1.04M	﹤0.01%	1271
2025 Q3	$1.06M	Hold	24,201	–	–	0.04%	261
2025 Q2	$1.04M	Hold	24,201	–	–	0.04%	235
2025 Q1	$966K	Buy	+24,201	New	+$980K	0.04%	232
2024 Q2	–	Sell	-8,086	Closed	-$295K	–	706
2024 Q1	$295K	Buy	+8,086	New	+$292K	0.01%	422

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

SEP

Southland Equity Partners Wildwood, Missouri $571M AUM 22.77% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

Focus Partners Wealth Boston, Massachusetts $97.6B AUM 29.43% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 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

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

SageView Advisory Group's PMAR Position: Q1 2026 in Review

SageView Advisory Group sold out of Innovator US Equity Power Buffer ETF March (PMAR) in Q1 2026, closing a stake of 689 shares — an estimated $31K sold.

SageView Advisory Group first reported a position in PMAR in Q1 2024 and held it in 5 quarters. The position peaked at $1.06M in Q3 2025. 210 funds tracked by Wall St. Rank hold PMAR as of Q1 2026.

SageView Advisory Group reported no remaining Innovator US Equity Power Buffer ETF March position as of Q1 2026 after selling out during the quarter.
SageView Advisory Group sold 689 Innovator US Equity Power Buffer ETF March shares in Q1 2026, an estimated $31K.
SageView Advisory Group first reported a position in Innovator US Equity Power Buffer ETF March in Q1 2024 and held it in 5 quarters.
SageView Advisory Group's Innovator US Equity Power Buffer ETF March position peaked at $1.06M in Q3 2025.
210 funds tracked by Wall St. Rank held Innovator US Equity Power Buffer ETF March as of Q1 2026.

Based on SageView Advisory Group's 13F filing for Q1 2026, filed 10 Aug 2026.