Vestment Financial’s Innovator US Equity Power Buffer ETF March PMAR Stock Holding History

Vestment Financial’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	$262K	Hold	5,460	–	–	0.12%	39
2026 Q1	$254K	Buy	5,460 +481	+10%	+$21.7K	0.12%	39
2025 Q4	$225K	Sell	4,979 -3,491	-41%	-$155K	0.12%	41
2025 Q3	$372K	Sell	8,470 -5,423	-39%	-$234K	0.21%	33
2025 Q2	$587K	Hold	13,893	–	–	0.37%	27
2025 Q1	$556K	Buy	13,893 +8,914	+179%	+$361K	0.4%	27
2024 Q4	$200K	Buy	+4,979	New	+$198K	0.15%	38

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

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

Cornerstone Wealth Greeneville, Tennessee $198M AUM

Diligent Investors Redlands, California $449M AUM 26.15% 1-Year Est. Return

Vestment Financial's PMAR Position: Q2 2026 in Review

Vestment Financial held its Innovator US Equity Power Buffer ETF March (PMAR) position steady in Q2 2026 at 5,460 shares worth $262K. The position accounts for 0.12% of the portfolio, ranked #39.

Vestment Financial first reported a position in PMAR in Q4 2024 and has held it in 7 quarters since. The position peaked at $587K in Q2 2025. 98 funds tracked by Wall St. Rank hold PMAR as of Q2 2026.

Vestment Financial held 5,460 shares of Innovator US Equity Power Buffer ETF March worth $262K as of Q2 2026.
Vestment Financial left its Innovator US Equity Power Buffer ETF March share count unchanged in Q2 2026.
Innovator US Equity Power Buffer ETF March made up 0.12% of Vestment Financial's portfolio in Q2 2026, its #39 holding.
Vestment Financial first reported a position in Innovator US Equity Power Buffer ETF March in Q4 2024 and has held it in 7 quarters since.
Vestment Financial's Innovator US Equity Power Buffer ETF March position peaked at $587K in Q2 2025.
98 funds tracked by Wall St. Rank held Innovator US Equity Power Buffer ETF March as of Q2 2026.

Based on Vestment Financial's 13F filing for Q2 2026, filed 24 Jul 2026.