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 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 $309B AUM 23.92% 1-Year Est. Return

PCM

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

SEP

Southland Equity Partners Wildwood, Missouri $571M AUM 22.77% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

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

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

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

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

KAS

Kestra Advisory Services Austin, Texas $26.4B AUM 21.05% 1-Year Est. Return

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

Wealth Alliance's PMAR Position: Q1 2026 in Review

Wealth Alliance increased its Innovator US Equity Power Buffer ETF March (PMAR) stake by 4.3% in Q1 2026, buying an estimated $161K and bringing the position to 87,241 shares worth $3.89M. The position accounts for 0.38% of the portfolio, ranked #54.

Wealth Alliance first reported a position in PMAR in Q1 2022 and has held it in 17 quarters since. 206 funds tracked by Wall St. Rank hold PMAR as of Q1 2026.

Wealth Alliance held 87,241 shares of Innovator US Equity Power Buffer ETF March worth $3.89M as of Q1 2026.
Wealth Alliance bought 3,569 Innovator US Equity Power Buffer ETF March shares in Q1 2026, an estimated $161K.
Innovator US Equity Power Buffer ETF March made up 0.38% of Wealth Alliance's portfolio in Q1 2026, its #54 holding.
Wealth Alliance first reported a position in Innovator US Equity Power Buffer ETF March in Q1 2022 and has held it in 17 quarters since.
206 funds tracked by Wall St. Rank held Innovator US Equity Power Buffer ETF March as of Q1 2026.

Based on Wealth Alliance's 13F filing for Q1 2026, filed 14 May 2026.