Atlantic Private Wealth’s Innovator International Developed Power Buffer ETF March IMAR Stock Holding History

Atlantic Private Wealth’s Portfolio IMAR Stock Details IMAR Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	–	Sell	-3,500	Closed	-$102K	–	320
2026 Q1	$102K	Buy	+3,500	New	+$104K	0.07%	88
2025 Q2	–	Sell	-5,975	Closed	-$158K	–	256
2025 Q1	$158K	Buy	5,975 +1,100	+23%	+$28.7K	0.12%	64
2024 Q4	$122K	Hold	4,875	–	–	0.09%	60
2024 Q3	$132K	Hold	4,875	–	–	0.1%	52
2024 Q2	$125K	Hold	4,875	–	–	0.1%	44
2024 Q1	$126K	Buy	+4,875	New	+$125K	0.1%	48

Other funds holding IMAR

Gradient Investments Arden Hills, Minnesota $7.25B AUM 20.71% 1-Year Est. Return

SAG

SageView Advisory Group Newport Beach, California $3.05B AUM 18.61% 1-Year Est. Return

Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return

Harbour Investments Madison, Wisconsin $7.43B AUM 24.49% 1-Year Est. Return

Syon Capital San Francisco, California $2.3B AUM 25.92% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

Corrado Advisors Ramsey, New Jersey $217M AUM 26.96% 1-Year Est. Return

BPA

Beacon Pointe Advisors Newport Beach, California $21.5B AUM 23.65% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

PAG

Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return

Atlantic Private Wealth's IMAR Position: Q2 2026 in Review

Atlantic Private Wealth sold out of Innovator International Developed Power Buffer ETF March (IMAR) in Q2 2026, closing a stake of 3,500 shares — an estimated $102K sold.

Atlantic Private Wealth first reported a position in IMAR in Q1 2024 and held it in 6 quarters. The position peaked at $158K in Q1 2025. 72 funds tracked by Wall St. Rank hold IMAR as of Q2 2026.

Atlantic Private Wealth reported no remaining Innovator International Developed Power Buffer ETF March position as of Q2 2026 after selling out during the quarter.
Atlantic Private Wealth sold 3,500 Innovator International Developed Power Buffer ETF March shares in Q2 2026, an estimated $102K.
Atlantic Private Wealth first reported a position in Innovator International Developed Power Buffer ETF March in Q1 2024 and held it in 6 quarters.
Atlantic Private Wealth's Innovator International Developed Power Buffer ETF March position peaked at $158K in Q1 2025.
72 funds tracked by Wall St. Rank held Innovator International Developed Power Buffer ETF March as of Q2 2026.

Based on Atlantic Private Wealth's 13F filing for Q2 2026, filed 11 Aug 2026.