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

WorthPointe’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	–	Sell	-30,564	Closed	-$1.37M	–	132
2025 Q4	$1.37M	Sell	30,564 -88	-0.3%	-$3.9K	0.36%	53
2025 Q3	$1.35M	Sell	30,652 -667	-2%	-$28.7K	0.5%	28
2025 Q2	$1.32M	Sell	31,319 -19	-0.1%	-$767	0.56%	25
2025 Q1	$1.25M	Buy	31,338 +32	+0.1%	+$1.29K	0.56%	24
2024 Q4	$1.26M	Sell	31,306 -127	-0.4%	-$5.05K	0.51%	27
2024 Q3	$1.23M	Sell	31,433 -474	-1%	-$18.2K	0.52%	26
2024 Q2	$1.21M	Sell	31,907 -142	-0.4%	-$5.25K	0.55%	25
2024 Q1	$1.18M	Sell	32,049 -386	-1%	-$13.9K	0.59%	21
2023 Q4	$1.16M	Hold	32,435	–	–	0.59%	21
2023 Q3	$1.09M	Sell	32,435 -487	-1%	-$16.5K	0.64%	20
2023 Q2	$1.11M	Sell	32,922 -7,132	-18%	-$233K	0.67%	20
2023 Q1	$1.29M	Buy	+40,054	New	+$1.26M	0.84%	20

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

WorthPointe's PMAR Position: Q1 2026 in Review

WorthPointe sold out of Innovator US Equity Power Buffer ETF March (PMAR) in Q1 2026, closing a stake of 30,564 shares — an estimated $1.37M sold.

WorthPointe first reported a position in PMAR in Q1 2023 and held it in 12 quarters. The position peaked at $1.37M in Q4 2025. 206 funds tracked by Wall St. Rank hold PMAR as of Q1 2026.

WorthPointe reported no remaining Innovator US Equity Power Buffer ETF March position as of Q1 2026 after selling out during the quarter.
WorthPointe sold 30,564 Innovator US Equity Power Buffer ETF March shares in Q1 2026, an estimated $1.37M.
WorthPointe first reported a position in Innovator US Equity Power Buffer ETF March in Q1 2023 and held it in 12 quarters.
WorthPointe's Innovator US Equity Power Buffer ETF March position peaked at $1.37M in Q4 2025.
206 funds tracked by Wall St. Rank held Innovator US Equity Power Buffer ETF March as of Q1 2026.

Based on WorthPointe's 13F filing for Q1 2026, filed 12 May 2026.