WIA
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World Investment Advisors’s Innovator US Equity Power Buffer ETF March PMAR Stock Holding History

World Investment Advisors’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 		$548K Buy
12,282
+5,530
+82% +$250K 0.01% 943
2025
Q4 		$303K Buy
6,752
+852
+14% +$37.7K 0.01% 1179
2025
Q3 		$259K Sell
5,900
-800
-12% -$34.5K 0.01% 1063
2025
Q2 		$283K Buy
6,700
+1,600
+31% +$64.6K 0.01% 938
2025
Q1 		$204K Sell
5,100
-100
-2% -$4.05K 0.01% 1006
2024
Q4 		$209K Buy
+5,200
New +$207K 0.01% 956
2024
Q1 		– Sell
-94,424
Closed -$3.1M – 455
2023
Q4 		$3.1M Buy
+94,424
New +$3.25M 0.4% 57

Other funds holding PMAR

AllianceBernstein
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
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $89.9B AUM 20.5% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $376B 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
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return