SWA
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Stratos Wealth Advisors’s Innovator US Equity Power Buffer ETF March PMAR Stock Holding History

Stratos Wealth Advisors’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 		$680K Sell
15,230
-184
-1% -$8.31K 0.04% 336
2025
Q4 		$693K Sell
15,414
-1
-0% -$44 0.03% 373
2025
Q3 		$677K Sell
15,415
-2,305
-13% -$99.3K 0.03% 391
2025
Q2 		$748K Buy
17,720
+725
+4% +$29.3K 0.04% 361
2025
Q1 		$679K Sell
16,995
-19,554
-54% -$792K 0.04% 376
2024
Q4 		$1.47M Sell
36,549
-264
-0.7% -$10.5K 0.07% 268
2024
Q3 		$1.44M Sell
36,813
-4,334
-11% -$166K 0.07% 294
2024
Q2 		$1.56M Buy
41,147
+5,671
+16% +$210K 0.08% 249
2024
Q1 		$1.31M Buy
35,476
+14,695
+71% +$531K 0.08% 280
2023
Q4 		$740K Hold
20,781
– – 0.04% 385
2023
Q3 		$696K Hold
20,781
– – 0.05% 373
2023
Q2 		$702K Sell
20,781
-3,839
-16% -$126K 0.05% 364
2023
Q1 		$792K Buy
+24,620
New +$771K 0.06% 330

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PCM
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SEP
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Osaic Holdings
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Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $89.9B AUM 20.5% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $376B 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
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return