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

Wealth Alliance’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	$4.16M	Sell	87,119 -122	-0.1%	-$5.73K	0.35%	52
2026 Q1	$3.89M	Buy	87,241 +3,569	+4%	+$161K	0.38%	54
2025 Q4	$3.76M	Sell	83,672 -57	-0.1%	-$2.52K	0.37%	46
2025 Q3	$3.68M	Sell	83,729 -16	-0%	-$689	0.38%	50
2025 Q2	$3.54M	Sell	83,745 -149	-0.2%	-$6.02K	0.4%	50
2025 Q1	$3.35M	Buy	83,894 +1,285	+2%	+$52K	0.41%	47
2024 Q4	$3.32M	Sell	82,609 -381	-0.5%	-$15.2K	0.4%	45
2024 Q3	$3.26M	Sell	82,990 -6,870	-8%	-$264K	0.39%	45
2024 Q2	$3.41M	Hold	89,860	–	–	0.44%	38
2024 Q1	$3.31M	Buy	89,860 +4,077	+5%	+$147K	0.43%	40
2023 Q4	$3.06M	Sell	85,783 -30	-0%	-$1.03K	0.43%	40
2023 Q3	$2.87M	Sell	85,813 -1,292	-1%	-$43.8K	0.45%	40
2023 Q2	$2.94M	Sell	87,105 -1,021	-1%	-$33.4K	0.44%	37
2023 Q1	$2.84M	Buy	88,126 +62,897	+249%	+$1.97M	0.46%	33
2022 Q4	$775K	Hold	25,229	–	–	0.14%	173
2022 Q3	$735K	Hold	25,229	–	–	0.15%	151
2022 Q2	$745K	Hold	25,229	–	–	0.14%	157
2022 Q1	$814K	Buy	+25,229	New	+$796K	0.17%	141

Other funds holding PMAR

AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return

PCM

Penserra Capital Management Orinda, California $13B AUM 71.84% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

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

Focus Partners Wealth Boston, Massachusetts $97.6B AUM 29.43% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

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

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Wealth Alliance's PMAR Position: Q2 2026 in Review

Wealth Alliance reduced its Innovator US Equity Power Buffer ETF March (PMAR) stake by 0.14% in Q2 2026, selling an estimated $5.73K and leaving 87,119 shares worth $4.16M. The position accounts for 0.35% of the portfolio, ranked #52.

Wealth Alliance first reported a position in PMAR in Q1 2022 and has held it in 18 quarters since. 215 funds tracked by Wall St. Rank hold PMAR as of Q2 2026.

Wealth Alliance held 87,119 shares of Innovator US Equity Power Buffer ETF March worth $4.16M as of Q2 2026.
Wealth Alliance sold 122 Innovator US Equity Power Buffer ETF March shares in Q2 2026, an estimated $5.73K.
Innovator US Equity Power Buffer ETF March made up 0.35% of Wealth Alliance's portfolio in Q2 2026, its #52 holding.
Wealth Alliance first reported a position in Innovator US Equity Power Buffer ETF March in Q1 2022 and has held it in 18 quarters since.
215 funds tracked by Wall St. Rank held Innovator US Equity Power Buffer ETF March as of Q2 2026.

Based on Wealth Alliance's 13F filing for Q2 2026, filed 11 Aug 2026.