LF
IMAR icon

Lantz Financial’s Innovator International Developed Power Buffer ETF March IMAR Stock Holding History

Lantz Financial’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 		$307K Sell
10,086
-185
-2% -$5.56K 0.06% 211
2026
Q1 		$298K Sell
10,271
-563
-5% -$16.8K 0.06% 209
2025
Q4 		$324K Hold
10,834
– – 0.07% 205
2025
Q3 		$314K Hold
10,834
– – 0.07% 202
2025
Q2 		$306K Sell
10,834
-383
-3% -$10.4K 0.08% 178
2025
Q1 		$297K Buy
+11,217
New +$293K 0.08% 178

Other funds holding IMAR

GI
Gradient Investments Arden Hills, Minnesota $7.25B AUM 20.71% 1-Year Est. Return
PCS
Private Client Services Louisville, Kentucky $381M AUM 24.56% 1-Year Est. Return
FFG
Fiduciary Financial Group San Rafael, California $882M AUM 23.98% 1-Year Est. Return
AFS
Access Financial Services Minneapolis, Minnesota $305M AUM 15.71% 1-Year Est. Return
CWS
Cypress Wealth Services Palm Desert, California $815M AUM 27.86% 1-Year Est. Return
PA
PFG Advisors Phoenix, Arizona $1.98B AUM 28.18% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
SFGP
Stonebridge Financial Group (Pennsylvania) Wormleysburg, Pennsylvania $1.32B AUM 23.07% 1-Year Est. Return
BWM
BCS Wealth Management Johnson City, Tennessee $555M AUM 18.41% 1-Year Est. Return
CA
CoreCap Advisors Southfield, Michigan $3.39B AUM 31.21% 1-Year Est. Return

Lantz Financial's IMAR Position: Q2 2026 in Review

Lantz Financial reduced its Innovator International Developed Power Buffer ETF March (IMAR) stake by 1.8% in Q2 2026, selling an estimated $5.56K and leaving 10,086 shares worth $307K. The position accounts for 0.06% of the portfolio, ranked #211.

Lantz Financial first reported a position in IMAR in Q1 2025 and has held it in 6 quarters since. The position peaked at $324K in Q4 2025. 12 funds tracked by Wall St. Rank hold IMAR as of Q2 2026.

  • Lantz Financial held 10,086 shares of Innovator International Developed Power Buffer ETF March worth $307K as of Q2 2026.
  • Lantz Financial sold 185 Innovator International Developed Power Buffer ETF March shares in Q2 2026, an estimated $5.56K.
  • Innovator International Developed Power Buffer ETF March made up 0.06% of Lantz Financial's portfolio in Q2 2026, its #211 holding.
  • Lantz Financial first reported a position in Innovator International Developed Power Buffer ETF March in Q1 2025 and has held it in 6 quarters since.
  • Lantz Financial's Innovator International Developed Power Buffer ETF March position peaked at $324K in Q4 2025.
  • 12 funds tracked by Wall St. Rank held Innovator International Developed Power Buffer ETF March as of Q2 2026.

Based on Lantz Financial's 13F filing for Q2 2026, filed 9 Jul 2026.