Beacon Financial Advisory
IMAR icon

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
Q3 		$468K Sell
15,354
-7,383
-32% -$228K 0.09% 263
2026
Q2 		$692K Buy
22,737
+5,086
+29% +$153K 0.14% 188
2026
Q1 		$512K Buy
+17,651
New +$526K 0.12% 225

Other funds holding IMAR

Gradient Investments
Gradient Investments Arden Hills, Minnesota $7B AUM 14.85% 1-Year Est. Return
Corrado Advisors
Corrado Advisors Ramsey, New Jersey $203M AUM 18.91% 1-Year Est. Return
Sigma Planning Corp
Sigma Planning Corp Ann Arbor, Michigan $3.88B AUM 23.38% 1-Year Est. Return
DI
Diligent Investors Redlands, California $455M AUM 20.89% 1-Year Est. Return
Fiduciary Financial Group
Fiduciary Financial Group San Rafael, California $857M AUM 17.39% 1-Year Est. Return
Americana Partners
Americana Partners Houston, Texas $4.67B AUM 26.97% 1-Year Est. Return
PFS Partners
PFS Partners Mine Hill, New Jersey $246M AUM 22.61% 1-Year Est. Return
Trek Financial
Trek Financial Scottsdale, Arizona $2.16B AUM 42.56% 1-Year Est. Return
AFP
Advus Financial Partners Winter Park, Florida $355M AUM 12.67% 1-Year Est. Return
Gill Capital Partners
Gill Capital Partners Denver, Colorado $366M AUM 12.21% 1-Year Est. Return

Beacon Financial Advisory's IMAR Position: Q3 2026 in Review

Beacon Financial Advisory reduced its Innovator International Developed Power Buffer ETF March (IMAR) stake by 32% in Q3 2026, selling an estimated $228K and leaving 15,354 shares worth $468K. The position accounts for 0.09% of the portfolio, ranked #263.

Beacon Financial Advisory first reported a position in IMAR in Q1 2026 and has held it in 3 quarters since. The position peaked at $692K in Q2 2026. 28 funds tracked by Wall St. Rank hold IMAR as of Q3 2026.

  • Beacon Financial Advisory held 15,354 shares of Innovator International Developed Power Buffer ETF March worth $468K as of Q3 2026.
  • Beacon Financial Advisory sold 7,383 Innovator International Developed Power Buffer ETF March shares in Q3 2026, an estimated $228K.
  • Innovator International Developed Power Buffer ETF March made up 0.09% of Beacon Financial Advisory's portfolio in Q3 2026, its #263 holding.
  • Beacon Financial Advisory first reported a position in Innovator International Developed Power Buffer ETF March in Q1 2026 and has held it in 3 quarters since.
  • Beacon Financial Advisory's Innovator International Developed Power Buffer ETF March position peaked at $692K in Q2 2026.
  • 28 funds tracked by Wall St. Rank held Innovator International Developed Power Buffer ETF March as of Q3 2026.

Based on Beacon Financial Advisory's 13F filing for Q3 2026, filed 16 Oct 2026.