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Beacon Financial Advisory’s Innovator International Developed Power Buffer ETF March IMAR Stock Holding History

Beacon Financial Advisory’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
Q1 		$512K Buy
+17,651
New +$526K 0.12% 225

Other funds holding IMAR

Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
AFS
Access Financial Services Minneapolis, Minnesota $305M AUM 15.71% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
AP
Americana Partners Houston, Texas $3.85B AUM 23.11% 1-Year Est. Return
CA
Corrado Advisors Ramsey, New Jersey $192M AUM 20.53% 1-Year Est. Return
BPA
Beacon Pointe Advisors Newport Beach, California $18.9B AUM 18.9% 1-Year Est. Return
PAG
Private Advisor Group Morristown, New Jersey $21.3B AUM 22.13% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
MML Investors Services
MML Investors Services Springfield, Massachusetts $36.1B AUM 19.68% 1-Year Est. Return
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $89.9B AUM 20.5% 1-Year Est. Return

Beacon Financial Advisory's IMAR Position: Q1 2026 in Review

Beacon Financial Advisory opened a new position in Innovator International Developed Power Buffer ETF March (IMAR) in Q1 2026: 17,651 shares worth $512K. The stake represents 0.12% of the portfolio and ranks #225 among its holdings.

63 funds tracked by Wall St. Rank hold IMAR as of Q1 2026.

  • Beacon Financial Advisory held 17,651 shares of Innovator International Developed Power Buffer ETF March worth $512K as of Q1 2026.
  • Innovator International Developed Power Buffer ETF March was a new Beacon Financial Advisory position in Q1 2026.
  • Innovator International Developed Power Buffer ETF March made up 0.12% of Beacon Financial Advisory's portfolio in Q1 2026, its #225 holding.
  • 63 funds tracked by Wall St. Rank held Innovator International Developed Power Buffer ETF March as of Q1 2026.

Based on Beacon Financial Advisory's 13F filing for Q1 2026, filed 27 Apr 2026.