CWP
KMAR

Cyndeo Wealth Partners’s Innovator U.S. Small Cap Power Buffer ETF - March KMAR Stock Holding History

Cyndeo Wealth Partners’s Portfolio KMAR Stock Details KMAR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$313K Buy
+10,750
New +$316K 0.02% 401

Other funds holding KMAR

Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
MFS
Miller Financial Services Marshall, Michigan $91.3M AUM 21.5% 1-Year Est. Return
OMC
Old Mission Capital Chicago, Illinois $6.3B AUM 14.68% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $26.4B AUM 21.05% 1-Year Est. Return
CAM
Cresset Asset Management Chicago, Illinois $23.1B AUM 27.04% 1-Year Est. Return
BFA
Beacon Financial Advisory Cleveland, Ohio $443M AUM 17.02% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $74.2B AUM 21.09% 1-Year Est. Return

Cyndeo Wealth Partners's KMAR Position: Q1 2026 in Review

Cyndeo Wealth Partners opened a new position in Innovator U.S. Small Cap Power Buffer ETF - March (KMAR) in Q1 2026: 10,750 shares worth $313K. The stake represents 0.02% of the portfolio and ranks #401 among its holdings.

33 funds tracked by Wall St. Rank hold KMAR as of Q1 2026.

  • Cyndeo Wealth Partners held 10,750 shares of Innovator U.S. Small Cap Power Buffer ETF - March worth $313K as of Q1 2026.
  • Innovator U.S. Small Cap Power Buffer ETF - March was a new Cyndeo Wealth Partners position in Q1 2026.
  • Innovator U.S. Small Cap Power Buffer ETF - March made up 0.02% of Cyndeo Wealth Partners's portfolio in Q1 2026, its #401 holding.
  • 33 funds tracked by Wall St. Rank held Innovator U.S. Small Cap Power Buffer ETF - March as of Q1 2026.

Based on Cyndeo Wealth Partners's 13F filing for Q1 2026, filed 13 Apr 2026.