APW
KMAR

Atlantic Private Wealth’s Innovator U.S. Small Cap Power Buffer ETF - March KMAR Stock Holding History

Atlantic Private Wealth’s Portfolio KMAR Stock Details KMAR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$125K Buy
+4,300
New +$126K 0.08% 79
2025
Q3 		– Sell
-2,918
Closed -$75.8K – 256
2025
Q2 		$75.8K Sell
2,918
-567
-16% -$14.1K 0.05% 85
2025
Q1 		$86.3K Buy
+3,485
New +$87.1K 0.06% 87

Other funds holding KMAR

Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 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 $445B AUM 25.58% 1-Year Est. Return
MFS
Miller Financial Services Marshall, Michigan $124M AUM 17.62% 1-Year Est. Return
OMC
Old Mission Capital Chicago, Illinois $6.3B AUM 14.68% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return
CAM
Cresset Asset Management Chicago, Illinois $23.1B AUM 27.04% 1-Year Est. Return
BFA
Beacon Financial Advisory Cleveland, Ohio $508M AUM 24.22% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

Atlantic Private Wealth's KMAR Position: Q1 2026 in Review

Atlantic Private Wealth opened a new position in Innovator U.S. Small Cap Power Buffer ETF - March (KMAR) in Q1 2026: 4,300 shares worth $125K. The stake represents 0.08% of the portfolio and ranks #79 among its holdings. This is a return to the name: Atlantic Private Wealth previously reported a position in KMAR as recently as Q2 2025.

Atlantic Private Wealth first reported a position in KMAR in Q1 2025 and has held it in 3 quarters since. 33 funds tracked by Wall St. Rank hold KMAR as of Q1 2026.

  • Atlantic Private Wealth held 4,300 shares of Innovator U.S. Small Cap Power Buffer ETF - March worth $125K as of Q1 2026.
  • Innovator U.S. Small Cap Power Buffer ETF - March was a new Atlantic Private Wealth position in Q1 2026.
  • Innovator U.S. Small Cap Power Buffer ETF - March made up 0.08% of Atlantic Private Wealth's portfolio in Q1 2026, its #79 holding.
  • Atlantic Private Wealth first reported a position in Innovator U.S. Small Cap Power Buffer ETF - March in Q1 2025 and has held it in 3 quarters since.
  • 33 funds tracked by Wall St. Rank held Innovator U.S. Small Cap Power Buffer ETF - March as of Q1 2026.

Based on Atlantic Private Wealth's 13F filing for Q1 2026, filed 8 May 2026.