DFA
KMAR

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

DHJJ Financial Advisors’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
Q2 		$207K Sell
6,431
-100
-2% -$3.11K 0.06% 207
2026
Q1 		$190K Buy
6,531
+3,357
+106% +$98.7K 0.06% 205
2025
Q4 		$91K Hold
3,174
– – 0.03% 288
2025
Q3 		$88.2K Hold
3,174
– – 0.03% 279
2025
Q2 		$82.5K Hold
3,174
– – 0.03% 277
2025
Q1 		$78.6K Buy
+3,174
New +$79.4K 0.03% 254

Other funds holding KMAR

Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return
MFS
Miller Financial Services Marshall, Michigan $124M AUM 17.62% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
BFA
Beacon Financial Advisory Cleveland, Ohio $508M AUM 24.22% 1-Year Est. Return
DI
Diligent Investors Redlands, California $449M AUM 26.15% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
T
TrustBank Olney, Illinois $295M AUM

DHJJ Financial Advisors's KMAR Position: Q2 2026 in Review

DHJJ Financial Advisors reduced its Innovator U.S. Small Cap Power Buffer ETF - March (KMAR) stake by 1.5% in Q2 2026, selling an estimated $3.11K and leaving 6,431 shares worth $207K. The position accounts for 0.06% of the portfolio, ranked #207.

DHJJ Financial Advisors first reported a position in KMAR in Q1 2025 and has held it in 6 quarters since. 20 funds tracked by Wall St. Rank hold KMAR as of Q2 2026.

  • DHJJ Financial Advisors held 6,431 shares of Innovator U.S. Small Cap Power Buffer ETF - March worth $207K as of Q2 2026.
  • DHJJ Financial Advisors sold 100 Innovator U.S. Small Cap Power Buffer ETF - March shares in Q2 2026, an estimated $3.11K.
  • Innovator U.S. Small Cap Power Buffer ETF - March made up 0.06% of DHJJ Financial Advisors's portfolio in Q2 2026, its #207 holding.
  • DHJJ Financial Advisors first reported a position in Innovator U.S. Small Cap Power Buffer ETF - March in Q1 2025 and has held it in 6 quarters since.
  • 20 funds tracked by Wall St. Rank held Innovator U.S. Small Cap Power Buffer ETF - March as of Q2 2026.

Based on DHJJ Financial Advisors's 13F filing for Q2 2026, filed 24 Jul 2026.