PFM
KMAR

Phillips Financial Management’s Innovator U.S. Small Cap Power Buffer ETF - March KMAR Stock Holding History

Phillips Financial Management’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
Q2 		$43.3K Hold
1,347
– – ﹤0.01% 249
2026
Q1 		$39.2K Hold
1,347
– – ﹤0.01% 239
2025
Q4 		$38.6K Buy
+1,347
New +$38K ﹤0.01% 254

Other funds holding KMAR

Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return
MFS
Miller Financial Services Marshall, Michigan $124M AUM 17.62% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
BFA
Beacon Financial Advisory Cleveland, Ohio $508M AUM 24.22% 1-Year Est. Return
DI
Diligent Investors Redlands, California $449M AUM 26.15% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
T
TrustBank Olney, Illinois $295M AUM

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

Phillips Financial Management held its Innovator U.S. Small Cap Power Buffer ETF - March (KMAR) position steady in Q2 2026 at 1,347 shares worth $43.3K. The position accounts for ﹤0.01% of the portfolio, ranked #249.

Phillips Financial Management first reported a position in KMAR in Q4 2025 and has held it in 3 quarters since. 20 funds tracked by Wall St. Rank hold KMAR as of Q2 2026.

  • Phillips Financial Management held 1,347 shares of Innovator U.S. Small Cap Power Buffer ETF - March worth $43.3K as of Q2 2026.
  • Phillips Financial Management left its Innovator U.S. Small Cap Power Buffer ETF - March share count unchanged in Q2 2026.
  • Innovator U.S. Small Cap Power Buffer ETF - March made up ﹤0.01% of Phillips Financial Management's portfolio in Q2 2026, its #249 holding.
  • Phillips Financial Management first reported a position in Innovator U.S. Small Cap Power Buffer ETF - March in Q4 2025 and has held it in 3 quarters since.
  • 20 funds tracked by Wall St. Rank held Innovator U.S. Small Cap Power Buffer ETF - March as of Q2 2026.

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