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 Q2	–	Sell	-4,300	Closed	-$125K	–	324
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 St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

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

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

HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return

KAS

Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return

OMC

Old Mission Capital Chicago, Illinois $6.31B AUM 20.77% 1-Year Est. Return

FCFC

First Commonwealth Financial Corp Indiana, Pennsylvania $715M AUM 24.33% 1-Year Est. Return

MFS

Miller Financial Services Marshall, Michigan $124M AUM 17.62% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

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

Atlantic Private Wealth sold out of Innovator U.S. Small Cap Power Buffer ETF - March (KMAR) in Q2 2026, closing a stake of 4,300 shares — an estimated $125K sold.

Atlantic Private Wealth first reported a position in KMAR in Q1 2025 and held it in 3 quarters. The position peaked at $125K in Q1 2026. 33 funds tracked by Wall St. Rank hold KMAR as of Q2 2026.

Atlantic Private Wealth reported no remaining Innovator U.S. Small Cap Power Buffer ETF - March position as of Q2 2026 after selling out during the quarter.
Atlantic Private Wealth sold 4,300 Innovator U.S. Small Cap Power Buffer ETF - March shares in Q2 2026, an estimated $125K.
Atlantic Private Wealth first reported a position in Innovator U.S. Small Cap Power Buffer ETF - March in Q1 2025 and held it in 3 quarters.
Atlantic Private Wealth's Innovator U.S. Small Cap Power Buffer ETF - March position peaked at $125K in Q1 2026.
33 funds tracked by Wall St. Rank held Innovator U.S. Small Cap Power Buffer ETF - March as of Q2 2026.

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