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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
Q2 		$216K Sell
7,091
-3,576
-34% -$108K 0.01% 453
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

GI
Gradient Investments Arden Hills, Minnesota $7B AUM 14.85% 1-Year Est. Return
SAG
SageView Advisory Group Newport Beach, California $3.05B AUM 18.61% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return
HI
Harbour Investments Madison, Wisconsin $7.43B AUM 24.49% 1-Year Est. Return
SC
Syon Capital San Francisco, California $2.3B AUM 25.92% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 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 $21.5B AUM 23.65% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
PAG
Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return

Berger Financial Group's IMAR Position: Q2 2026 in Review

Berger Financial Group reduced its Innovator International Developed Power Buffer ETF March (IMAR) stake by 34% in Q2 2026, selling an estimated $108K and leaving 7,091 shares worth $216K. The position accounts for 0.01% of the portfolio, ranked #453.

Berger Financial Group first reported a position in IMAR in Q1 2025 and has held it in 6 quarters since. The position peaked at $342K in Q3 2025. 72 funds tracked by Wall St. Rank hold IMAR as of Q2 2026.

  • Berger Financial Group held 7,091 shares of Innovator International Developed Power Buffer ETF March worth $216K as of Q2 2026.
  • Berger Financial Group sold 3,576 Innovator International Developed Power Buffer ETF March shares in Q2 2026, an estimated $108K.
  • Innovator International Developed Power Buffer ETF March made up 0.01% of Berger Financial Group's portfolio in Q2 2026, its #453 holding.
  • Berger Financial Group first reported a position in Innovator International Developed Power Buffer ETF March in Q1 2025 and has held it in 6 quarters since.
  • Berger Financial Group's Innovator International Developed Power Buffer ETF March position peaked at $342K in Q3 2025.
  • 72 funds tracked by Wall St. Rank held Innovator International Developed Power Buffer ETF March as of Q2 2026.

Based on Berger Financial Group's 13F filing for Q2 2026, filed 4 Aug 2026.