Stuart Chaussee & Associates’s Innovator US Equity Power Buffer ETF March PMAR Stock Holding History

Stuart Chaussee & Associates’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 Q4	–	Sell	-35,690	Closed	-$1.57M	–	113
2025 Q3	$1.57M	Sell	35,690 -6,310	-15%	-$272K	0.34%	14
2025 Q2	$1.77M	Buy	42,000 +7,828	+23%	+$316K	0.4%	15
2025 Q1	$1.36M	Hold	34,172	–	–	0.34%	16
2024 Q4	$1.37M	Hold	34,172	–	–	0.34%	15
2024 Q3	$1.34M	Hold	34,172	–	–	0.35%	13
2024 Q2	$1.3M	Hold	34,172	–	–	0.36%	12
2024 Q1	$1.26M	Hold	34,172	–	–	0.36%	12
2023 Q4	$1.22M	Hold	34,172	–	–	0.36%	13
2023 Q3	$1.14M	Hold	34,172	–	–	0.38%	9
2023 Q2	$1.15M	Sell	34,172 -287,690	-89%	-$9.41M	0.36%	10
2023 Q1	$10.4M	Buy	+321,862	New	+$10.1M	3.51%	5

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

SEP

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

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

Focus Partners Wealth Boston, Massachusetts $97.6B AUM 29.43% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 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

KAS

Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return

Stuart Chaussee & Associates's PMAR Position: Q4 2025 in Review

Stuart Chaussee & Associates sold out of Innovator US Equity Power Buffer ETF March (PMAR) in Q4 2025, closing a stake of 35,690 shares — an estimated $1.57M sold.

Stuart Chaussee & Associates first reported a position in PMAR in Q1 2023 and held it in 11 quarters. The position peaked at $10.4M in Q1 2023. 196 funds tracked by Wall St. Rank hold PMAR as of Q4 2025.

Stuart Chaussee & Associates reported no remaining Innovator US Equity Power Buffer ETF March position as of Q4 2025 after selling out during the quarter.
Stuart Chaussee & Associates sold 35,690 Innovator US Equity Power Buffer ETF March shares in Q4 2025, an estimated $1.57M.
Stuart Chaussee & Associates first reported a position in Innovator US Equity Power Buffer ETF March in Q1 2023 and held it in 11 quarters.
Stuart Chaussee & Associates's Innovator US Equity Power Buffer ETF March position peaked at $10.4M in Q1 2023.
196 funds tracked by Wall St. Rank held Innovator US Equity Power Buffer ETF March as of Q4 2025.

Based on Stuart Chaussee & Associates's 13F filing for Q4 2025.