WIM
PMAR icon

WealthPlan Investment Management’s Innovator US Equity Power Buffer ETF March PMAR Stock Holding History

WealthPlan Investment Management’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
Q4 		– Sell
-4,593
Closed -$202K – 389
2025
Q3 		$202K Buy
+4,593
New +$198K 0.01% 324

Other funds holding PMAR

AllianceBernstein
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
SEP
Southland Equity Partners Wildwood, Missouri $571M AUM 22.77% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $97.6B AUM 29.43% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 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
KAS
Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return

WealthPlan Investment Management's PMAR Position: Q4 2025 in Review

WealthPlan Investment Management sold out of Innovator US Equity Power Buffer ETF March (PMAR) in Q4 2025, closing a stake of 4,593 shares — an estimated $202K sold.

WealthPlan Investment Management first reported a position in PMAR in Q3 2025 and held it in 1 quarter. The position peaked at $202K in Q3 2025. 197 funds tracked by Wall St. Rank hold PMAR as of Q4 2025.

  • WealthPlan Investment Management reported no remaining Innovator US Equity Power Buffer ETF March position as of Q4 2025 after selling out during the quarter.
  • WealthPlan Investment Management sold 4,593 Innovator US Equity Power Buffer ETF March shares in Q4 2025, an estimated $202K.
  • WealthPlan Investment Management first reported a position in Innovator US Equity Power Buffer ETF March in Q3 2025 and held it in 1 quarter.
  • WealthPlan Investment Management's Innovator US Equity Power Buffer ETF March position peaked at $202K in Q3 2025.
  • 197 funds tracked by Wall St. Rank held Innovator US Equity Power Buffer ETF March as of Q4 2025.

Based on WealthPlan Investment Management's 13F filing for Q4 2025, filed 5 Feb 2026.