Blue Bell Private Wealth Management’s Innovator International Developed Power Buffer ETF March IMAR Stock Holding History

Blue Bell Private Wealth Management’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	$137K	Buy	4,500 +3,400	+309%	+$102K	0.02%	321
2026 Q1	$31.9K	Buy	+1,100	New	+$32.8K	﹤0.01%	458

Other funds holding IMAR

Gradient Investments Arden Hills, Minnesota $7.25B AUM 20.71% 1-Year Est. Return

SAG

SageView Advisory Group Newport Beach, California $3.05B AUM 18.61% 1-Year Est. Return

Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return

Harbour Investments Madison, Wisconsin $7.43B AUM 24.49% 1-Year Est. Return

Syon Capital San Francisco, California $2.3B AUM 25.92% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

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 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

Blue Bell Private Wealth Management's IMAR Position: Q2 2026 in Review

Blue Bell Private Wealth Management increased its Innovator International Developed Power Buffer ETF March (IMAR) stake by 309% in Q2 2026, buying an estimated $102K and bringing the position to 4,500 shares worth $137K. The position accounts for 0.02% of the portfolio, ranked #321.

Blue Bell Private Wealth Management first reported a position in IMAR in Q1 2026 and has held it in 2 quarters since. 72 funds tracked by Wall St. Rank hold IMAR as of Q2 2026.

Blue Bell Private Wealth Management held 4,500 shares of Innovator International Developed Power Buffer ETF March worth $137K as of Q2 2026.
Blue Bell Private Wealth Management bought 3,400 Innovator International Developed Power Buffer ETF March shares in Q2 2026, an estimated $102K.
Innovator International Developed Power Buffer ETF March made up 0.02% of Blue Bell Private Wealth Management's portfolio in Q2 2026, its #321 holding.
Blue Bell Private Wealth Management first reported a position in Innovator International Developed Power Buffer ETF March in Q1 2026 and has held it in 2 quarters since.
72 funds tracked by Wall St. Rank held Innovator International Developed Power Buffer ETF March as of Q2 2026.

Based on Blue Bell Private Wealth Management's 13F filing for Q2 2026, filed 6 Aug 2026.