Osaic Holdings’s Innovator U.S. Small Cap Power Buffer ETF - March KMAR Stock Holding History

Osaic Holdings’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 Q1	$175K	Buy	6,008 +5,008	+501%	+$147K	﹤0.01%	4250
2025 Q4	$28.7K	Hold	1,000	–	–	﹤0.01%	5619
2025 Q3	$27.8K	Hold	1,000	–	–	﹤0.01%	5705
2025 Q2	$26K	Sell	1,000 -1,000	-50%	-$24.9K	﹤0.01%	5516
2025 Q1	$49.5K	Buy	+2,000	New	+$50K	﹤0.01%	4721

Other funds holding KMAR

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

MFS

Miller Financial Services Marshall, Michigan $124M AUM 17.62% 1-Year Est. Return

OMC

Old Mission Capital Chicago, Illinois $6.3B AUM 14.68% 1-Year Est. Return

KAS

Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return

CAM

Cresset Asset Management Chicago, Illinois $23.1B AUM 27.04% 1-Year Est. Return

BFA

Beacon Financial Advisory Cleveland, Ohio $508M AUM 24.22% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

Osaic Holdings's KMAR Position: Q1 2026 in Review

Osaic Holdings increased its Innovator U.S. Small Cap Power Buffer ETF - March (KMAR) stake by 501% in Q1 2026, buying an estimated $147K and bringing the position to 6,008 shares worth $175K. The position accounts for ﹤0.01% of the portfolio, ranked #4250.

Osaic Holdings first reported a position in KMAR in Q1 2025 and has held it in 5 quarters since. 33 funds tracked by Wall St. Rank hold KMAR as of Q1 2026.

Osaic Holdings held 6,008 shares of Innovator U.S. Small Cap Power Buffer ETF - March worth $175K as of Q1 2026.
Osaic Holdings bought 5,008 Innovator U.S. Small Cap Power Buffer ETF - March shares in Q1 2026, an estimated $147K.
Innovator U.S. Small Cap Power Buffer ETF - March made up ﹤0.01% of Osaic Holdings's portfolio in Q1 2026, its #4250 holding.
Osaic Holdings first reported a position in Innovator U.S. Small Cap Power Buffer ETF - March in Q1 2025 and has held it in 5 quarters since.
33 funds tracked by Wall St. Rank held Innovator U.S. Small Cap Power Buffer ETF - March as of Q1 2026.

Based on Osaic Holdings's 13F filing for Q1 2026, filed 15 May 2026.