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

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Penserra Capital Management Orinda, California $8.52B AUM 37.76% 1-Year Est. Return

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

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

Raymond James Financial

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

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