Summit Wealth Partners’s Innovator US Equity Power Buffer ETF March PMAR Stock Holding History

Summit Wealth Partners’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 Q2	$380K	Hold	7,962	–	–	0.05%	201
2026 Q1	$355K	Hold	7,962	–	–	0.06%	196
2025 Q4	$358K	Hold	7,962	–	–	0.07%	150
2025 Q3	$350K	Hold	7,962	–	–	0.06%	166
2025 Q2	$336K	Hold	7,962	–	–	0.06%	169
2025 Q1	$318K	Buy	+7,962	New	+$322K	0.06%	169
2024 Q3	–	Sell	-10,709	Closed	-$406K	–	244
2024 Q2	$406K	Sell	10,709 -1,974	-16%	-$73K	0.08%	152
2024 Q1	$467K	Buy	12,683 +742	+6%	+$26.8K	0.1%	138
2023 Q4	$425K	Sell	11,941 -4,951	-29%	-$170K	0.1%	132
2023 Q3	$566K	Sell	16,892 -6,924	-29%	-$235K	0.14%	98
2023 Q2	$804K	Sell	23,816 -856	-3%	-$28K	0.2%	81
2023 Q1	$794K	Buy	+24,672	New	+$773K	0.2%	81

Other funds holding PMAR

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

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

KAS

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

CoreCap Advisors Southfield, Michigan $3.39B AUM 31.21% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

CWRP

Cassady Wealth & Retirement Planning Henderson, Nevada $215M AUM

Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

Cornerstone Wealth Greeneville, Tennessee $198M AUM

Summit Wealth Partners's PMAR Position: Q2 2026 in Review

Summit Wealth Partners held its Innovator US Equity Power Buffer ETF March (PMAR) position steady in Q2 2026 at 7,962 shares worth $380K. The position accounts for 0.05% of the portfolio, ranked #201.

Summit Wealth Partners first reported a position in PMAR in Q1 2023 and has held it in 12 quarters since. The position peaked at $804K in Q2 2023. 111 funds tracked by Wall St. Rank hold PMAR as of Q2 2026.

Summit Wealth Partners held 7,962 shares of Innovator US Equity Power Buffer ETF March worth $380K as of Q2 2026.
Summit Wealth Partners left its Innovator US Equity Power Buffer ETF March share count unchanged in Q2 2026.
Innovator US Equity Power Buffer ETF March made up 0.05% of Summit Wealth Partners's portfolio in Q2 2026, its #201 holding.
Summit Wealth Partners first reported a position in Innovator US Equity Power Buffer ETF March in Q1 2023 and has held it in 12 quarters since.
Summit Wealth Partners's Innovator US Equity Power Buffer ETF March position peaked at $804K in Q2 2023.
111 funds tracked by Wall St. Rank held Innovator US Equity Power Buffer ETF March as of Q2 2026.

Based on Summit Wealth Partners's 13F filing for Q2 2026, filed 3 Aug 2026.