PF
KMAR

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

Phoenix Financial’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 		$271K Sell
9,325
-565
-6% -$16.6K ﹤0.01% 407
2025
Q4 		$283K Sell
9,890
-1,065
-10% -$30K ﹤0.01% 390
2025
Q3 		$304K Sell
10,955
-2,265
-17% -$61K ﹤0.01% 385
2025
Q2 		$343K Hold
13,220
– – ﹤0.01% 321
2025
Q1 		$328K Buy
+13,220
New +$331K 0.01% 289

Other funds holding KMAR

Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
LPL Financial
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
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

Phoenix Financial's KMAR Position: Q1 2026 in Review

Phoenix Financial reduced its Innovator U.S. Small Cap Power Buffer ETF - March (KMAR) stake by 5.7% in Q1 2026, selling an estimated $16.6K and leaving 9,325 shares worth $271K. The position accounts for ﹤0.01% of the portfolio, ranked #407.

Phoenix Financial first reported a position in KMAR in Q1 2025 and has held it in 5 quarters since. The position peaked at $343K in Q2 2025. 33 funds tracked by Wall St. Rank hold KMAR as of Q1 2026.

  • Phoenix Financial held 9,325 shares of Innovator U.S. Small Cap Power Buffer ETF - March worth $271K as of Q1 2026.
  • Phoenix Financial sold 565 Innovator U.S. Small Cap Power Buffer ETF - March shares in Q1 2026, an estimated $16.6K.
  • Innovator U.S. Small Cap Power Buffer ETF - March made up ﹤0.01% of Phoenix Financial's portfolio in Q1 2026, its #407 holding.
  • Phoenix Financial 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.
  • Phoenix Financial's Innovator U.S. Small Cap Power Buffer ETF - March position peaked at $343K in Q2 2025.
  • 33 funds tracked by Wall St. Rank held Innovator U.S. Small Cap Power Buffer ETF - March as of Q1 2026.

Based on Phoenix Financial's 13F filing for Q1 2026, filed 11 May 2026.