Kovitz Investment Group Partners
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Kovitz Investment Group Partners’s Innovator International Developed Power Buffer ETF March IMAR Stock Holding History

Kovitz Investment Group Partners’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
2025
Q4 		– Sell
-55,170
Closed -$1.6M – 1379
2025
Q3 		$1.6M Sell
55,170
-66
-0.1% -$1.88K 0.01% 719
2025
Q2 		$1.56M Sell
55,236
-467
-0.8% -$12.7K 0.01% 698
2025
Q1 		$1.47M Buy
55,703
+6,748
+14% +$176K 0.01% 641
2024
Q4 		$1.23M Sell
48,955
-19
-0% -$491 0.01% 675
2024
Q3 		$1.32K Sell
48,974
-871
-2% -$22.9K ﹤0.01% 1041
2024
Q2 		$1.28M Buy
+49,845
New +$1.28M 0.01% 491

Other funds holding IMAR

AP
Americana Partners Houston, Texas $3.85B AUM 23.11% 1-Year Est. Return
AF
Allworth Financial Folsom, California $24.7B AUM 15.55% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $89.9B AUM 20.5% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors Raleigh, North Carolina $57.3B AUM 18.32% 1-Year Est. Return
BWM
BCS Wealth Management Johnson City, Tennessee $555M AUM 18.41% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
FFG
Fiduciary Financial Group San Rafael, California $882M AUM 23.98% 1-Year Est. Return
PS
Principal Securities Des Moines, Iowa $6.82B AUM 17.15% 1-Year Est. Return

Kovitz Investment Group Partners's IMAR Position: Q4 2025 in Review

Kovitz Investment Group Partners sold out of Innovator International Developed Power Buffer ETF March (IMAR) in Q4 2025, closing a stake of 55,170 shares — an estimated $1.6M sold.

Kovitz Investment Group Partners first reported a position in IMAR in Q2 2024 and held it in 6 quarters. The position peaked at $1.6M in Q3 2025. 37 funds tracked by Wall St. Rank hold IMAR as of Q4 2025.

  • Kovitz Investment Group Partners reported no remaining Innovator International Developed Power Buffer ETF March position as of Q4 2025 after selling out during the quarter.
  • Kovitz Investment Group Partners sold 55,170 Innovator International Developed Power Buffer ETF March shares in Q4 2025, an estimated $1.6M.
  • Kovitz Investment Group Partners first reported a position in Innovator International Developed Power Buffer ETF March in Q2 2024 and held it in 6 quarters.
  • Kovitz Investment Group Partners's Innovator International Developed Power Buffer ETF March position peaked at $1.6M in Q3 2025.
  • 37 funds tracked by Wall St. Rank held Innovator International Developed Power Buffer ETF March as of Q4 2025.

Based on Kovitz Investment Group Partners's 13F filing for Q4 2025, filed 20 Feb 2026.