James T. Borello RIA’s Innovator US Equity Power Buffer ETF March PMAR Stock Holding History

James T. Borello RIA’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 Q3	$1.08M	Hold	22,135	–	–	0.22%	52
2026 Q2	$1.06M	Hold	22,135	–	–	0.23%	52
2026 Q1	$988K	Buy	22,135 +2,407	+12%	+$109K	0.25%	47
2025 Q4	$887K	Hold	19,728	–	–	0.23%	50
2025 Q3	$866K	Hold	19,728	–	–	0.23%	45
2025 Q2	$833K	Sell	19,728 -1,579	-7%	-$63.8K	0.24%	44
2025 Q1	$851K	Buy	21,307 +6,859	+47%	+$278K	0.27%	43
2024 Q4	$581K	Sell	14,448 -1,813	-11%	-$72.1K	0.22%	49
2024 Q3	$638K	Hold	16,261	–	–	0.26%	45
2024 Q2	$617K	Hold	16,261	–	–	0.27%	41
2024 Q1	$599K	Buy	16,261 +5,748	+55%	+$208K	0.27%	41
2023 Q4	$374K	Buy	+10,513	New	+$362K	0.31%	39

Other funds holding PMAR

SEP

Southland Equity Partners Wildwood, Missouri $583M AUM 16.78% 1-Year Est. Return

CoreCap Advisors Southfield, Michigan $3.48B AUM 21.43% 1-Year Est. Return

KFG Wealth Management Granger, Indiana $922M AUM 10.87% 1-Year Est. Return

Hardworking Capital Advisors Palm Desert, California $121M AUM 6.26% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Diversify Advisory Services Sandy, Utah $6.69B AUM 18.85% 1-Year Est. Return

Diversify Wealth Management Sandy, Utah $6.69B AUM 22.4% 1-Year Est. Return

Concurrent Investment Advisors Tampa, Florida $14.5B AUM 24.52% 1-Year Est. Return

BFI Wealth Solutions Dallas, Texas $146M AUM 11.97% 1-Year Est. Return

CRA Financial Services Northfield, New Jersey $904M AUM 20.1% 1-Year Est. Return

James T. Borello RIA's PMAR Position: Q3 2026 in Review

James T. Borello RIA held its Innovator US Equity Power Buffer ETF March (PMAR) position steady in Q3 2026 at 22,135 shares worth $1.08M. The position accounts for 0.22% of the portfolio, ranked #52.

James T. Borello RIA first reported a position in PMAR in Q4 2023 and has held it in 12 quarters since. 58 funds tracked by Wall St. Rank hold PMAR as of Q3 2026.

James T. Borello RIA held 22,135 shares of Innovator US Equity Power Buffer ETF March worth $1.08M as of Q3 2026.
James T. Borello RIA left its Innovator US Equity Power Buffer ETF March share count unchanged in Q3 2026.
Innovator US Equity Power Buffer ETF March made up 0.22% of James T. Borello RIA's portfolio in Q3 2026, its #52 holding.
James T. Borello RIA first reported a position in Innovator US Equity Power Buffer ETF March in Q4 2023 and has held it in 12 quarters since.
58 funds tracked by Wall St. Rank held Innovator US Equity Power Buffer ETF March as of Q3 2026.

Based on James T. Borello RIA's 13F filing for Q3 2026, filed 16 Oct 2026.