Steward Partners Investment Advisory’s Innovator US Equity Power Buffer ETF March PMAR Stock Holding History

Steward Partners Investment Advisory’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	$199K	Sell	4,159 -81,632	-95%	-$3.84M	﹤0.01%	2238
2026 Q1	$3.83M	Buy	85,791 +81,503	+1,901%	+$3.68M	0.02%	608
2025 Q4	$193K	Sell	4,288 -813	-16%	-$36K	﹤0.01%	1949
2025 Q3	$224K	Sell	5,101 -42,832	-89%	-$1.85M	﹤0.01%	1814
2025 Q2	$2.02M	Buy	47,933 +248	+0.5%	+$10K	0.02%	717
2025 Q1	$1.9M	Buy	47,685 +143	+0.3%	+$5.79K	0.02%	668
2024 Q4	$1.91M	Sell	47,542 -901	-2%	-$35.9K	0.02%	655
2024 Q3	$1.9M	Buy	48,443 +295	+0.6%	+$11.3K	0.02%	644
2024 Q2	$1.83M	Sell	48,148 -3,313	-6%	-$123K	0.02%	615
2024 Q1	$1.89M	Buy	51,461 +47,973	+1,375%	+$1.73M	0.02%	598
2023 Q4	$124K	Hold	3,488	–	–	﹤0.01%	1585
2023 Q3	$117K	Hold	3,488	–	–	﹤0.01%	1504
2023 Q2	$118K	Hold	3,488	–	–	﹤0.01%	1510
2023 Q1	$112K	Buy	+3,488	New	+$109K	﹤0.01%	1537

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

Steward Partners Investment Advisory's PMAR Position: Q2 2026 in Review

Steward Partners Investment Advisory reduced its Innovator US Equity Power Buffer ETF March (PMAR) stake by 95% in Q2 2026, selling an estimated $3.84M and leaving 4,159 shares worth $199K. The position accounts for ﹤0.01% of the portfolio, ranked #2238.

Steward Partners Investment Advisory first reported a position in PMAR in Q1 2023 and has held it in 14 quarters since. The position peaked at $3.83M in Q1 2026. 212 funds tracked by Wall St. Rank hold PMAR as of Q2 2026.

Steward Partners Investment Advisory held 4,159 shares of Innovator US Equity Power Buffer ETF March worth $199K as of Q2 2026.
Steward Partners Investment Advisory sold 81,632 Innovator US Equity Power Buffer ETF March shares in Q2 2026, an estimated $3.84M.
Innovator US Equity Power Buffer ETF March made up ﹤0.01% of Steward Partners Investment Advisory's portfolio in Q2 2026, its #2238 holding.
Steward Partners Investment Advisory first reported a position in Innovator US Equity Power Buffer ETF March in Q1 2023 and has held it in 14 quarters since.
Steward Partners Investment Advisory's Innovator US Equity Power Buffer ETF March position peaked at $3.83M in Q1 2026.
212 funds tracked by Wall St. Rank held Innovator US Equity Power Buffer ETF March as of Q2 2026.

Based on Steward Partners Investment Advisory's 13F filing for Q2 2026, filed 13 Aug 2026.