Talon Private Wealth
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Talon Private Wealth’s Innovator US Equity Power Buffer ETF March PMAR Stock Holding History

Talon Private Wealth’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 		$276K Buy
+5,770
New +$271K 0.03% 165
2025
Q2 		$1.93M Buy
+45,654
New +$1.84M 0.27% 74

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Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
Brookstone Capital Management
Brookstone Capital Management Wheaton, Illinois $10.1B AUM 17.94% 1-Year Est. Return
SEP
Southland Equity Partners Wildwood, Missouri $583M AUM 16.78% 1-Year Est. Return
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $97.6B AUM 29.43% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Talon Private Wealth's PMAR Position: Q2 2026 in Review

Talon Private Wealth opened a new position in Innovator US Equity Power Buffer ETF March (PMAR) in Q2 2026: 5,770 shares worth $276K. The stake represents 0.03% of the portfolio and ranks #165 among its holdings. This is a return to the name: Talon Private Wealth previously reported a position in PMAR as recently as Q2 2025.

Talon Private Wealth first reported a position in PMAR in Q2 2025 and has held it in 2 quarters since. The position peaked at $1.93M in Q2 2025. 216 funds tracked by Wall St. Rank hold PMAR as of Q2 2026.

  • Talon Private Wealth held 5,770 shares of Innovator US Equity Power Buffer ETF March worth $276K as of Q2 2026.
  • Innovator US Equity Power Buffer ETF March was a new Talon Private Wealth position in Q2 2026.
  • Innovator US Equity Power Buffer ETF March made up 0.03% of Talon Private Wealth's portfolio in Q2 2026, its #165 holding.
  • Talon Private Wealth first reported a position in Innovator US Equity Power Buffer ETF March in Q2 2025 and has held it in 2 quarters since.
  • Talon Private Wealth's Innovator US Equity Power Buffer ETF March position peaked at $1.93M in Q2 2025.
  • 216 funds tracked by Wall St. Rank held Innovator US Equity Power Buffer ETF March as of Q2 2026.

Based on Talon Private Wealth's 13F filing for Q2 2026, filed 11 Sep 2026.