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

Ballast Rock 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	$441K	Buy	13,709 +3,456	+34%	+$107K	0.2%	119
2026 Q1	$298K	Buy	+10,253	New	+$301K	0.17%	141

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 $103B AUM 28.65% 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

Ballast Rock Private Wealth's KMAR Position: Q2 2026 in Review

Ballast Rock Private Wealth increased its Innovator U.S. Small Cap Power Buffer ETF - March (KMAR) stake by 34% in Q2 2026, buying an estimated $107K and bringing the position to 13,709 shares worth $441K. The position accounts for 0.2% of the portfolio, ranked #119.

Ballast Rock Private Wealth first reported a position in KMAR in Q1 2026 and has held it in 2 quarters since. 33 funds tracked by Wall St. Rank hold KMAR as of Q2 2026.

Ballast Rock Private Wealth held 13,709 shares of Innovator U.S. Small Cap Power Buffer ETF - March worth $441K as of Q2 2026.
Ballast Rock Private Wealth bought 3,456 Innovator U.S. Small Cap Power Buffer ETF - March shares in Q2 2026, an estimated $107K.
Innovator U.S. Small Cap Power Buffer ETF - March made up 0.2% of Ballast Rock Private Wealth's portfolio in Q2 2026, its #119 holding.
Ballast Rock Private Wealth first reported a position in Innovator U.S. Small Cap Power Buffer ETF - March in Q1 2026 and has held it in 2 quarters since.
33 funds tracked by Wall St. Rank held Innovator U.S. Small Cap Power Buffer ETF - March as of Q2 2026.

Based on Ballast Rock Private Wealth's 13F filing for Q2 2026, filed 10 Aug 2026.