Envestnet Asset Management
KMAR

Envestnet Asset Management’s Innovator U.S. Small Cap Power Buffer ETF - March KMAR Stock Holding History

Envestnet Asset Management’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 		$425K Sell
13,218
-10
-0.1% -$311 ﹤0.01% 4199
2026
Q1 		$385K Buy
13,228
+4,366
+49% +$128K ﹤0.01% 4121
2025
Q4 		$254K Buy
8,862
+300
+4% +$8.46K ﹤0.01% 4132
2025
Q3 		$238K Buy
8,562
+345
+4% +$9.28K ﹤0.01% 4228
2025
Q2 		$214K Buy
+8,217
New +$205K ﹤0.01% 4204

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
T
TrustBank Olney, Illinois $295M AUM
CWP
Cyndeo Wealth Partners St. Petersburg, Florida $2.12B AUM 24.61% 1-Year Est. Return

Envestnet Asset Management's KMAR Position: Q2 2026 in Review

Envestnet Asset Management reduced its Innovator U.S. Small Cap Power Buffer ETF - March (KMAR) stake by 0.08% in Q2 2026, selling an estimated $311 and leaving 13,218 shares worth $425K. The position accounts for ﹤0.01% of the portfolio, ranked #4199.

Envestnet Asset Management first reported a position in KMAR in Q2 2025 and has held it in 5 quarters since. 20 funds tracked by Wall St. Rank hold KMAR as of Q2 2026.

  • Envestnet Asset Management held 13,218 shares of Innovator U.S. Small Cap Power Buffer ETF - March worth $425K as of Q2 2026.
  • Envestnet Asset Management sold 10 Innovator U.S. Small Cap Power Buffer ETF - March shares in Q2 2026, an estimated $311.
  • Innovator U.S. Small Cap Power Buffer ETF - March made up ﹤0.01% of Envestnet Asset Management's portfolio in Q2 2026, its #4199 holding.
  • Envestnet Asset Management first reported a position in Innovator U.S. Small Cap Power Buffer ETF - March in Q2 2025 and has held it in 5 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 Envestnet Asset Management's 13F filing for Q2 2026, filed 3 Aug 2026.