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Berger Financial Group’s Innovator International Developed Power Buffer ETF March IMAR Stock Holding History

Berger Financial Group’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 		$310K Hold
10,667
– – 0.02% 370
2025
Q4 		$319K Sell
10,667
-1,117
-9% -$32.7K 0.02% 360
2025
Q3 		$342K Sell
11,784
-28
-0.2% -$798 0.02% 329
2025
Q2 		$333K Sell
11,812
-134
-1% -$3.64K 0.02% 322
2025
Q1 		$316K Buy
+11,946
New +$312K 0.02% 325

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 $217M AUM 26.96% 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 $21.8B AUM 28.57% 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

Berger Financial Group's IMAR Position: Q1 2026 in Review

Berger Financial Group held its Innovator International Developed Power Buffer ETF March (IMAR) position steady in Q1 2026 at 10,667 shares worth $310K. The position accounts for 0.02% of the portfolio, ranked #370.

Berger Financial Group first reported a position in IMAR in Q1 2025 and has held it in 5 quarters since. The position peaked at $342K in Q3 2025. 63 funds tracked by Wall St. Rank hold IMAR as of Q1 2026.

  • Berger Financial Group held 10,667 shares of Innovator International Developed Power Buffer ETF March worth $310K as of Q1 2026.
  • Berger Financial Group left its Innovator International Developed Power Buffer ETF March share count unchanged in Q1 2026.
  • Innovator International Developed Power Buffer ETF March made up 0.02% of Berger Financial Group's portfolio in Q1 2026, its #370 holding.
  • Berger Financial Group first reported a position in Innovator International Developed Power Buffer ETF March in Q1 2025 and has held it in 5 quarters since.
  • Berger Financial Group's Innovator International Developed Power Buffer ETF March position peaked at $342K in Q3 2025.
  • 63 funds tracked by Wall St. Rank held Innovator International Developed Power Buffer ETF March as of Q1 2026.

Based on Berger Financial Group's 13F filing for Q1 2026, filed 28 Apr 2026.