SFGP
PMAR icon

Stonebridge Financial Group (Pennsylvania)’s Innovator US Equity Power Buffer ETF March PMAR Stock Holding History

Stonebridge Financial Group (Pennsylvania)’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
2025
Q2 		– Sell
-1,652
Closed -$66K – 745
2025
Q1 		$66K Hold
1,652
– – 0.01% 345
2024
Q4 		$66.4K Buy
+1,652
New +$65.7K 0.01% 344

Other funds holding PMAR

AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
PCM
Penserra Capital Management Orinda, California $8.52B AUM 37.76% 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
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $89.9B AUM 20.5% 1-Year Est. Return
Kovitz Investment Group Partners
Kovitz Investment Group Partners Chicago, Illinois $4.31B AUM 20.41% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

Stonebridge Financial Group (Pennsylvania)'s PMAR Position: Q2 2025 in Review

Stonebridge Financial Group (Pennsylvania) sold out of Innovator US Equity Power Buffer ETF March (PMAR) in Q2 2025, closing a stake of 1,652 shares — an estimated $66K sold.

Stonebridge Financial Group (Pennsylvania) first reported a position in PMAR in Q4 2024 and held it in 2 quarters. The position peaked at $66.4K in Q4 2024. 188 funds tracked by Wall St. Rank hold PMAR as of Q2 2025.

  • Stonebridge Financial Group (Pennsylvania) reported no remaining Innovator US Equity Power Buffer ETF March position as of Q2 2025 after selling out during the quarter.
  • Stonebridge Financial Group (Pennsylvania) sold 1,652 Innovator US Equity Power Buffer ETF March shares in Q2 2025, an estimated $66K.
  • Stonebridge Financial Group (Pennsylvania) first reported a position in Innovator US Equity Power Buffer ETF March in Q4 2024 and held it in 2 quarters.
  • Stonebridge Financial Group (Pennsylvania)'s Innovator US Equity Power Buffer ETF March position peaked at $66.4K in Q4 2024.
  • 188 funds tracked by Wall St. Rank held Innovator US Equity Power Buffer ETF March as of Q2 2025.

Based on Stonebridge Financial Group (Pennsylvania)'s 13F filing for Q2 2025, filed 24 Jul 2025.