Vishria Bird Financial Group’s Innovator US Equity Power Buffer ETF March PMAR Stock Holding History

Vishria Bird Financial Group’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 Q3	$750K	Hold	17,086	–	–	0.15%	55
2025 Q2	$722K	Sell	17,086 -415	-2%	-$16.8K	0.24%	44
2025 Q1	$699K	Hold	17,501	–	–	0.24%	43
2024 Q4	$703K	Hold	17,501	–	–	0.25%	44
2024 Q3	$687K	Hold	17,501	–	–	0.26%	41
2024 Q2	$664K	Hold	17,501	–	–	0.28%	37
2024 Q1	$644K	Buy	17,501 +1,383	+9%	+$50K	0.28%	37
2023 Q4	$574K	Sell	16,118 -1,383	-8%	-$47.6K	0.27%	37
2023 Q3	$586K	Hold	17,501	–	–	0.33%	32
2023 Q2	$591K	Sell	17,501 -352	-2%	-$11.5K	0.35%	31
2023 Q1	$574K	Hold	17,853	–	–	0.37%	31
2022 Q4	$548K	Sell	17,853 -72	-0.4%	-$2.18K	0.38%	31
2022 Q3	$522K	Hold	17,925	–	–	0.35%	34
2022 Q2	$529K	Sell	17,925 -79	-0.4%	-$2.43K	0.35%	31
2022 Q1	$581K	Hold	18,004	–	–	0.32%	32
2021 Q4	$568K	Sell	18,004 -31,022	-63%	-$969K	0.26%	38
2021 Q3	$1.5M	Hold	49,026	–	–	0.79%	23
2021 Q2	$1.5M	Hold	49,026	–	–	0.74%	27
2021 Q1	$1.45M	Buy	+49,026	New	+$1.41M	0.8%	26

Other funds holding PMAR

AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

PCM

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

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 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

Focus Partners Wealth Boston, Massachusetts $89.9B AUM 20.5% 1-Year Est. Return

Kovitz Investment Group Partners Chicago, Illinois $4.31B AUM 20.41% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

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

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

Vishria Bird Financial Group's PMAR Position: Q3 2025 in Review

Vishria Bird Financial Group held its Innovator US Equity Power Buffer ETF March (PMAR) position steady in Q3 2025 at 17,086 shares worth $750K. The position accounts for 0.15% of the portfolio, ranked #55.

Vishria Bird Financial Group first reported a position in PMAR in Q1 2021 and has held it in 19 quarters since. The position peaked at $1.5M in Q3 2021. 185 funds tracked by Wall St. Rank hold PMAR as of Q3 2025.

Vishria Bird Financial Group held 17,086 shares of Innovator US Equity Power Buffer ETF March worth $750K as of Q3 2025.
Vishria Bird Financial Group left its Innovator US Equity Power Buffer ETF March share count unchanged in Q3 2025.
Innovator US Equity Power Buffer ETF March made up 0.15% of Vishria Bird Financial Group's portfolio in Q3 2025, its #55 holding.
Vishria Bird Financial Group first reported a position in Innovator US Equity Power Buffer ETF March in Q1 2021 and has held it in 19 quarters since.
Vishria Bird Financial Group's Innovator US Equity Power Buffer ETF March position peaked at $1.5M in Q3 2021.
185 funds tracked by Wall St. Rank held Innovator US Equity Power Buffer ETF March as of Q3 2025.

Based on Vishria Bird Financial Group's 13F filing for Q3 2025, filed 21 Oct 2025.