Beacon Financial Advisory’s Innovator U.S. Small Cap Power Buffer ETF - March KMAR Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$622K Sell
19,345
-111
-0.6% -$3.45K 0.12% 204
2026
Q1
$566K Buy
+19,456
New +$572K 0.13% 202

Other funds holding KMAR

Beacon Financial Advisory's KMAR Position: Q2 2026 in Review

Beacon Financial Advisory reduced its Innovator U.S. Small Cap Power Buffer ETF - March (KMAR) stake by 0.57% in Q2 2026, selling an estimated $3.45K and leaving 19,345 shares worth $622K. The position accounts for 0.12% of the portfolio, ranked #204.

Beacon Financial Advisory 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.

  • Beacon Financial Advisory held 19,345 shares of Innovator U.S. Small Cap Power Buffer ETF - March worth $622K as of Q2 2026.
  • Beacon Financial Advisory sold 111 Innovator U.S. Small Cap Power Buffer ETF - March shares in Q2 2026, an estimated $3.45K.
  • Innovator U.S. Small Cap Power Buffer ETF - March made up 0.12% of Beacon Financial Advisory's portfolio in Q2 2026, its #204 holding.
  • Beacon Financial Advisory 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 Beacon Financial Advisory's 13F filing for Q2 2026, filed 5 Aug 2026.