Sequoia Financial Advisors’s Innovator US Equity Power Buffer ETF March PMAR Stock Holding History

Sequoia Financial Advisors’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	$308K	Hold	6,440	–	–	﹤0.01%	1655
2026 Q1	$287K	Sell	6,440 -20	-0.3%	-$903	﹤0.01%	1597
2025 Q4	$290K	Sell	6,460 -2,860	-31%	-$127K	﹤0.01%	1583
2025 Q3	$409K	Hold	9,320	–	–	﹤0.01%	1230
2025 Q2	$394K	Hold	9,320	–	–	﹤0.01%	1119
2025 Q1	$372K	Sell	9,320 -2,885	-24%	-$117K	﹤0.01%	977
2024 Q4	$491K	Sell	12,205 -8,749	-42%	-$348K	﹤0.01%	813
2024 Q3	$822K	Sell	20,954 -11	-0.1%	-$422	0.01%	600
2024 Q2	$795K	Buy	20,965 +241	+1%	+$8.91K	0.01%	545
2024 Q1	$763K	Sell	20,724 -2,058	-9%	-$74.4K	0.01%	555
2023 Q4	$811K	Sell	22,782 -1,429	-6%	-$49.2K	0.01%	591
2023 Q3	$811K	Sell	24,211 -638	-3%	-$21.6K	0.01%	387
2023 Q2	$839K	Hold	24,849	–	–	0.01%	383
2023 Q1	$799K	Buy	+24,849	New	+$779K	0.02%	359

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

Sequoia Financial Advisors's PMAR Position: Q2 2026 in Review

Sequoia Financial Advisors held its Innovator US Equity Power Buffer ETF March (PMAR) position steady in Q2 2026 at 6,440 shares worth $308K. The position accounts for ﹤0.01% of the portfolio, ranked #1655.

Sequoia Financial Advisors first reported a position in PMAR in Q1 2023 and has held it in 14 quarters since. The position peaked at $839K in Q2 2023. 212 funds tracked by Wall St. Rank hold PMAR as of Q2 2026.

Sequoia Financial Advisors held 6,440 shares of Innovator US Equity Power Buffer ETF March worth $308K as of Q2 2026.
Sequoia Financial Advisors left its Innovator US Equity Power Buffer ETF March share count unchanged in Q2 2026.
Innovator US Equity Power Buffer ETF March made up ﹤0.01% of Sequoia Financial Advisors's portfolio in Q2 2026, its #1655 holding.
Sequoia Financial Advisors first reported a position in Innovator US Equity Power Buffer ETF March in Q1 2023 and has held it in 14 quarters since.
Sequoia Financial Advisors's Innovator US Equity Power Buffer ETF March position peaked at $839K in Q2 2023.
212 funds tracked by Wall St. Rank held Innovator US Equity Power Buffer ETF March as of Q2 2026.

Based on Sequoia Financial Advisors's 13F filing for Q2 2026, filed 17 Jul 2026.