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 Q2	$253K	Sell	7,880 -1,445	-15%	-$44.9K	﹤0.01%	462
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 St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

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

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

HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return

KAS

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

OMC

Old Mission Capital Chicago, Illinois $6.31B AUM 20.77% 1-Year Est. Return

FCFC

First Commonwealth Financial Corp Indiana, Pennsylvania $715M AUM 24.33% 1-Year Est. Return

MFS

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

Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return

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

Phoenix Financial's KMAR Position: Q2 2026 in Review

Phoenix Financial reduced its Innovator U.S. Small Cap Power Buffer ETF - March (KMAR) stake by 15% in Q2 2026, selling an estimated $44.9K and leaving 7,880 shares worth $253K. The position accounts for ﹤0.01% of the portfolio, ranked #462.

Phoenix Financial first reported a position in KMAR in Q1 2025 and has held it in 6 quarters since. The position peaked at $343K in Q2 2025. 33 funds tracked by Wall St. Rank hold KMAR as of Q2 2026.

Phoenix Financial held 7,880 shares of Innovator U.S. Small Cap Power Buffer ETF - March worth $253K as of Q2 2026.
Phoenix Financial sold 1,445 Innovator U.S. Small Cap Power Buffer ETF - March shares in Q2 2026, an estimated $44.9K.
Innovator U.S. Small Cap Power Buffer ETF - March made up ﹤0.01% of Phoenix Financial's portfolio in Q2 2026, its #462 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 6 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 Q2 2026.

Based on Phoenix Financial's 13F filing for Q2 2026, filed 11 Aug 2026.