MBL Wealth, LLC PMAR — INNOVATOR ETFS TRUST

Ownership history in MBL Wealth, LLC  ·  7 quarters on record

AI Ownership Summary

MBL Wealth, LLC reported INNOVATOR ETFS TRUST (PMAR) in 7 quarterly 13F filings from 2024 Q1 through 2025 Q4. Peak portfolio weight reached 0.36% in 2024 Q4. The latest visible filing shows PMAR at 0.11% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings.

What this PMAR ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was MBL Wealth, LLC's position in INNOVATOR ETFS TRUST, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2025 Q4

PMAR was reported at 0.11% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.36% in 2024 Q4

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2024 Q1 to 2025 Q4

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

PMAR stock page MBL Wealth, LLC fund profile MBL Wealth, LLC full holdings
How MBL Wealth, LLC held PMAR — position size vs. price
% of Fund (quarterly)    PMAR price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 7 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q4 REDUCED 46.2% -0.7% ✅ 30,835 -26,510 -46.2% 0.11% $1.4M 2026-01-21 $45.14
2025 Q3 REDUCED 10.5% +2.4% ❌ 57,345 -6,750 -10.5% 0.22% $2.5M 2025-10-16 $43.72
2025 Q2 REDUCED 19.3% +3.9% ❌ 64,095 -15,371 -19.3% 0.26% $2.7M 2025-07-22 $42.63
2025 Q1 REDUCED 6.4% +5.7% ❌ 79,466 -5,435 -6.4% 0.32% $3.2M 2025-05-21 $40.90
2024 Q4 ADDED — — — 84,901 +1,185 +1.4% 0.36% $3.3M 2025-01-08 $40.24
2024 Q2 ADDED — — — 83,716 +64,120 +327.2% 0.35% $3.2M 2024-07-19 $38.12
2024 Q1 INITIATED — — — 19,596 — — 0.08% $721K 2024-04-22 $35.98

🏢 Other funds also holding PMAR

As of 2026 Q1 — sorted by position size

Southland Equity Partners LLC 5.93% Hardworking Capital Advisors, LLC 3.62% BFI Wealth Solutions, LLC 2.83% Bright Futures Wealth Management, LLC. 2.74% Cassady Wealth & Retirement Planning, LLC 2.64% Cornerstone Wealth, LLC/TN 2.45% Triton Financial Group Inc 3Y 1.16% YARGER WEALTH STRATEGIES, LLC 3Y 1.04% CORRADO ADVISORS, LLC 3Y 7Y 1.02% Diligent Investors, LLC 3Y 7Y 1.0%

FAQ About MBL Wealth, LLC and PMAR

These are the practical questions this page is built to answer before you even open the full history table.

How long has MBL Wealth, LLC reported owning PMAR?

MBL Wealth, LLC reported PMAR across 7 quarterly 13F filings, from 2024 Q1 through 2025 Q4.

What was the largest reported PMAR position in MBL Wealth, LLC's portfolio?

The largest reported portfolio weight for PMAR was 0.36% in 2024 Q4.

What is the latest reported PMAR position on this page?

The most recent filing on this page is 2025 Q4, when MBL Wealth, LLC reported 30,835 shares, equal to 0.11% of portfolio, with an estimated market value of $1.4M.

What does the chart on this PMAR ownership page compare?

The chart compares MBL Wealth, LLC's quarterly PMAR portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

How well did MBL Wealth, LLC time their PMAR position?

Based on 13F filing dates vs. subsequent PMAR price moves, MBL Wealth, LLC correctly timed 3 out of 6 reported position changes (50%). The annualised alpha on PMAR relative to SPY over the holding period was -6.1%.

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