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

Southland Equity 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	$32.2M	Sell	673,835 -7,955	-1%	-$374K	5.64%	2
2026 Q1	$30.4M	Sell	681,790 -35,838	-5%	-$1.62M	5.93%	2
2025 Q4	$32.3M	Sell	717,628 -6,093	-0.8%	-$270K	6.37%	2
2025 Q3	$31.8M	Sell	723,721 -6,863	-0.9%	-$296K	6.43%	1
2025 Q2	$30.9M	Sell	730,584 -5,142	-0.7%	-$208K	6.77%	1
2025 Q1	$29.4M	Sell	735,726 -18,737	-2%	-$759K	6.84%	1
2024 Q4	$30.3M	Sell	754,463 -6,866	-0.9%	-$273K	7.06%	2
2024 Q3	$29.9M	Sell	761,329 -15,933	-2%	-$612K	7.27%	1
2024 Q2	$29.5M	Buy	777,262 +393	+0.1%	+$14.5K	8.42%	1
2024 Q1	$28.6M	Buy	776,869 +16,240	+2%	+$587K	8.03%	1
2023 Q4	$27.1M	Sell	760,629 -4,332	-0.6%	-$149K	8.47%	1
2023 Q3	$25.6M	Sell	764,961 -4,649	-0.6%	-$158K	8.81%	1
2023 Q2	$26M	Sell	769,610 -4,718	-0.6%	-$154K	8.77%	1
2023 Q1	$24.9M	Buy	774,328 +758,477	+4,785%	+$23.8M	9.79%	1
2022 Q4	$487K	Hold	15,851	–	–	0.19%	81
2022 Q3	$462K	Hold	15,851	–	–	0.23%	76
2022 Q2	$468K	Hold	15,851	–	–	0.21%	84
2022 Q1	$512K	Buy	+15,851	New	+$500K	0.21%	82

Other funds holding PMAR

BCM

Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return

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

AWM

Atticus Wealth Management Palm Beach Gardens, Florida $420M AUM 23.31% 1-Year Est. Return

YWS

Yarger Wealth Strategies Westerville, Ohio $278M AUM 22.01% 1-Year Est. Return

BWM

BCS Wealth Management Johnson City, Tennessee $555M AUM 18.41% 1-Year Est. Return

SWM

Spire Wealth Management Mclean, Virginia $3.31B AUM 38.78% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

PFGIA

Patriot Financial Group Insurance Agency Westborough, Massachusetts $974M AUM 29.77% 1-Year Est. Return

LWM

Lakeridge Wealth Management Mentor, Ohio $272M AUM 22.77% 1-Year Est. Return

CRWM

Castle Rock Wealth Management Walnut Creek, California $509M AUM 36.93% 1-Year Est. Return

Southland Equity Partners's PMAR Position: Q2 2026 in Review

Southland Equity Partners reduced its Innovator US Equity Power Buffer ETF March (PMAR) stake by 1.2% in Q2 2026, selling an estimated $374K and leaving 673,835 shares worth $32.2M. The position accounts for 5.64% of the portfolio, ranked #2.

Southland Equity Partners first reported a position in PMAR in Q1 2022 and has held it in 18 quarters since. The position peaked at $32.3M in Q4 2025. 32 funds tracked by Wall St. Rank hold PMAR as of Q2 2026.

Southland Equity Partners held 673,835 shares of Innovator US Equity Power Buffer ETF March worth $32.2M as of Q2 2026.
Southland Equity Partners sold 7,955 Innovator US Equity Power Buffer ETF March shares in Q2 2026, an estimated $374K.
Innovator US Equity Power Buffer ETF March made up 5.64% of Southland Equity Partners's portfolio in Q2 2026, its #2 holding.
Southland Equity Partners first reported a position in Innovator US Equity Power Buffer ETF March in Q1 2022 and has held it in 18 quarters since.
Southland Equity Partners's Innovator US Equity Power Buffer ETF March position peaked at $32.3M in Q4 2025.
32 funds tracked by Wall St. Rank held Innovator US Equity Power Buffer ETF March as of Q2 2026.

Based on Southland Equity Partners's 13F filing for Q2 2026, filed 13 Jul 2026.