Gradient Investments’s Innovator International Developed Power Buffer ETF March IMAR Stock Holding History

Gradient Investments’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	$25.6M	Buy	+841,471	New	+$25.3M	0.35%	89
2025 Q2	–	Sell	-513,276	Closed	-$13.6M	–	374
2025 Q1	$13.6M	Buy	513,276 +5,601	+1%	+$146K	0.27%	112
2024 Q4	$12.8M	Buy	+507,675	New	+$13.1M	0.26%	118

Other funds holding IMAR

Private Client Services Louisville, Kentucky $381M AUM 24.56% 1-Year Est. Return

Fiduciary Financial Group San Rafael, California $882M AUM 23.98% 1-Year Est. Return

Cypress Wealth Services Palm Desert, California $813M AUM 27.86% 1-Year Est. Return

Wealth Enhancement Advisory Services

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.6B AUM 29.42% 1-Year Est. Return

Stonebridge Financial Group (Pennsylvania) Wormleysburg, Pennsylvania $1.32B AUM 23.07% 1-Year Est. Return

Lantz Financial Naperville, Illinois $546M AUM 23.57% 1-Year Est. Return

CoreCap Advisors Southfield, Michigan $3.39B AUM 31.21% 1-Year Est. Return