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

Straight Path 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 Q1	$731K	Sell	16,377 -775	-5%	-$35K	0.2%	46
2025 Q4	$771K	Sell	17,152 -23	-0.1%	-$1.02K	0.21%	48
2025 Q3	$754K	Hold	17,175	–	–	0.2%	56
2025 Q2	$725K	Hold	17,175	–	–	0.25%	40
2025 Q1	$686K	Buy	17,175 +10,915	+174%	+$442K	0.28%	35
2024 Q4	$252K	Hold	6,260	–	–	0.1%	81
2024 Q3	$246K	Hold	6,260	–	–	0.11%	84
2024 Q2	$237K	Buy	+6,260	New	+$232K	0.12%	79

Other funds holding PMAR

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

SEP

Southland Equity Partners Wildwood, Missouri $571M AUM 22.77% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Focus Partners Wealth Boston, Massachusetts $89.9B AUM 20.5% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

KAS

Kestra Advisory Services Austin, Texas $26.4B AUM 21.05% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Straight Path Wealth Management's PMAR Position: Q1 2026 in Review

Straight Path Wealth Management reduced its Innovator US Equity Power Buffer ETF March (PMAR) stake by 4.5% in Q1 2026, selling an estimated $35K and leaving 16,377 shares worth $731K. The position accounts for 0.2% of the portfolio, ranked #46.

Straight Path Wealth Management first reported a position in PMAR in Q2 2024 and has held it in 8 quarters since. The position peaked at $771K in Q4 2025. 206 funds tracked by Wall St. Rank hold PMAR as of Q1 2026.

Straight Path Wealth Management held 16,377 shares of Innovator US Equity Power Buffer ETF March worth $731K as of Q1 2026.
Straight Path Wealth Management sold 775 Innovator US Equity Power Buffer ETF March shares in Q1 2026, an estimated $35K.
Innovator US Equity Power Buffer ETF March made up 0.2% of Straight Path Wealth Management's portfolio in Q1 2026, its #46 holding.
Straight Path Wealth Management first reported a position in Innovator US Equity Power Buffer ETF March in Q2 2024 and has held it in 8 quarters since.
Straight Path Wealth Management's Innovator US Equity Power Buffer ETF March position peaked at $771K in Q4 2025.
206 funds tracked by Wall St. Rank held Innovator US Equity Power Buffer ETF March as of Q1 2026.

Based on Straight Path Wealth Management's 13F filing for Q1 2026, filed 23 Apr 2026.