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

Phillips Financial Management’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	$53.2K	Sell	1,746 -1	-0.1%	-$30	﹤0.01%	244
2026 Q1	$50.7K	Hold	1,747	–	–	﹤0.01%	233
2025 Q4	$52.2K	Hold	1,747	–	–	﹤0.01%	244
2025 Q3	$50.6K	Buy	1,747 +1	+0.1%	+$29	﹤0.01%	252
2025 Q2	$49.3K	Buy	+1,746	New	+$47.4K	﹤0.01%	223

Other funds holding IMAR

Gradient Investments Arden Hills, Minnesota $7B AUM 14.85% 1-Year Est. Return

SageView Advisory Group Newport Beach, California $3.05B AUM 18.61% 1-Year Est. Return

Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return

Harbour Investments Madison, Wisconsin $7.43B AUM 24.49% 1-Year Est. Return

Syon Capital San Francisco, California $2.3B AUM 25.92% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

Corrado Advisors Ramsey, New Jersey $217M AUM 26.96% 1-Year Est. Return

Beacon Pointe Advisors Newport Beach, California $21.5B AUM 23.65% 1-Year Est. Return

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

Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return

Phillips Financial Management's IMAR Position: Q2 2026 in Review

Phillips Financial Management reduced its Innovator International Developed Power Buffer ETF March (IMAR) stake by 0.06% in Q2 2026, selling an estimated $30 and leaving 1,746 shares worth $53.2K. The position accounts for ﹤0.01% of the portfolio, ranked #244.

Phillips Financial Management first reported a position in IMAR in Q2 2025 and has held it in 5 quarters since. 72 funds tracked by Wall St. Rank hold IMAR as of Q2 2026.

Phillips Financial Management held 1,746 shares of Innovator International Developed Power Buffer ETF March worth $53.2K as of Q2 2026.
Phillips Financial Management sold 1 Innovator International Developed Power Buffer ETF March share in Q2 2026, an estimated $30.
Innovator International Developed Power Buffer ETF March made up ﹤0.01% of Phillips Financial Management's portfolio in Q2 2026, its #244 holding.
Phillips Financial Management first reported a position in Innovator International Developed Power Buffer ETF March in Q2 2025 and has held it in 5 quarters since.
72 funds tracked by Wall St. Rank held Innovator International Developed Power Buffer ETF March as of Q2 2026.

Based on Phillips Financial Management's 13F filing for Q2 2026, filed 3 Aug 2026.