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

Spire 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 Q2	$2.34M	Sell	49,024 -1,511	-3%	-$71K	0.07%	247
2026 Q1	$2.25M	Buy	50,535 +153	+0.3%	+$6.91K	0.08%	236
2025 Q4	$2.26M	Sell	50,382 -780	-2%	-$34.6K	0.08%	229
2025 Q3	$2.25M	Sell	51,162 -804	-2%	-$34.6K	0.08%	211
2025 Q2	$2.19M	Sell	51,966 -2,509	-5%	-$101K	0.08%	212
2025 Q1	$2.18M	Buy	54,475 +30,914	+131%	+$1.25M	0.07%	250
2024 Q4	$947K	Sell	23,561 -2,163	-8%	-$86.1K	0.03%	404
2024 Q3	$1.01M	Sell	25,724 -897	-3%	-$34.4K	0.03%	374
2024 Q2	$1.01M	Hold	26,621	–	–	0.04%	339
2024 Q1	$980K	Buy	26,621 +6,273	+31%	+$227K	0.02%	381
2023 Q4	$729K	Sell	20,348 -283	-1%	-$9.74K	0.02%	433
2023 Q3	$691K	Hold	20,631	–	–	0.03%	409
2023 Q2	$697K	Sell	20,631 -344	-2%	-$11.2K	0.03%	424
2023 Q1	$675K	Buy	+20,975	New	+$657K	0.03%	421
2022 Q3	–	Sell	-19,500	Closed	-$575K	–	2498
2022 Q2	$575K	Hold	19,500	–	–	0.02%	434
2022 Q1	$629K	Buy	+19,500	New	+$616K	0.02%	510

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

Spire Wealth Management's PMAR Position: Q2 2026 in Review

Spire Wealth Management reduced its Innovator US Equity Power Buffer ETF March (PMAR) stake by 3% in Q2 2026, selling an estimated $71K and leaving 49,024 shares worth $2.34M. The position accounts for 0.07% of the portfolio, ranked #247.

Spire Wealth Management first reported a position in PMAR in Q1 2022 and has held it in 16 quarters since. 212 funds tracked by Wall St. Rank hold PMAR as of Q2 2026.

Spire Wealth Management held 49,024 shares of Innovator US Equity Power Buffer ETF March worth $2.34M as of Q2 2026.
Spire Wealth Management sold 1,511 Innovator US Equity Power Buffer ETF March shares in Q2 2026, an estimated $71K.
Innovator US Equity Power Buffer ETF March made up 0.07% of Spire Wealth Management's portfolio in Q2 2026, its #247 holding.
Spire Wealth Management first reported a position in Innovator US Equity Power Buffer ETF March in Q1 2022 and has held it in 16 quarters since.
212 funds tracked by Wall St. Rank held Innovator US Equity Power Buffer ETF March as of Q2 2026.

Based on Spire Wealth Management's 13F filing for Q2 2026, filed 15 Jul 2026.