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
Q3 		$308K Hold
10,086
– – 0.06% 216
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

Gradient Investments
Gradient Investments Arden Hills, Minnesota $7B AUM 14.85% 1-Year Est. Return
Fiduciary Financial Group
Fiduciary Financial Group San Rafael, California $857M AUM 17.39% 1-Year Est. Return
AFP
Advus Financial Partners Winter Park, Florida $355M AUM 12.67% 1-Year Est. Return
GCP
Gill Capital Partners Denver, Colorado $366M AUM 12.21% 1-Year Est. Return
IFP Advisors
IFP Advisors Tampa, Florida $5.86B AUM 20.09% 1-Year Est. Return
BFA
Beacon Financial Advisory Cleveland, Ohio $529M AUM 17.73% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
Stonebridge Financial Group (Pennsylvania)
Stonebridge Financial Group (Pennsylvania) Wormleysburg, Pennsylvania $1.36B AUM 14.31% 1-Year Est. Return
T
TrustBank Olney, Illinois $317M AUM 14.36% 1-Year Est. Return
CoreCap Advisors
CoreCap Advisors Southfield, Michigan $3.48B AUM 21.43% 1-Year Est. Return

Lantz Financial's IMAR Position: Q3 2026 in Review

Lantz Financial held its Innovator International Developed Power Buffer ETF March (IMAR) position steady in Q3 2026 at 10,086 shares worth $308K. The position accounts for 0.06% of the portfolio, ranked #216.

Lantz Financial first reported a position in IMAR in Q1 2025 and has held it in 7 quarters since. The position peaked at $324K in Q4 2025. 13 funds tracked by Wall St. Rank hold IMAR as of Q3 2026.

  • Lantz Financial held 10,086 shares of Innovator International Developed Power Buffer ETF March worth $308K as of Q3 2026.
  • Lantz Financial left its Innovator International Developed Power Buffer ETF March share count unchanged in Q3 2026.
  • Innovator International Developed Power Buffer ETF March made up 0.06% of Lantz Financial's portfolio in Q3 2026, its #216 holding.
  • Lantz Financial first reported a position in Innovator International Developed Power Buffer ETF March in Q1 2025 and has held it in 7 quarters since.
  • Lantz Financial's Innovator International Developed Power Buffer ETF March position peaked at $324K in Q4 2025.
  • 13 funds tracked by Wall St. Rank held Innovator International Developed Power Buffer ETF March as of Q3 2026.

Based on Lantz Financial's 13F filing for Q3 2026, filed 15 Oct 2026.