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 Q3	–	Sell	-7,880	Closed	-$253K	–	585
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

Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return

Kestra Advisory Services Austin, Texas $35.1B AUM 20.13% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $106B AUM 21.33% 1-Year Est. Return

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Miller Financial Services Marshall, Michigan $132M AUM 10.64% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return

Beacon Financial Advisory Cleveland, Ohio $529M AUM 17.73% 1-Year Est. Return

Diligent Investors Redlands, California $455M AUM 20.89% 1-Year Est. Return

Ballast Rock Private Wealth Charleston, South Carolina $214M AUM 17.63% 1-Year Est. Return

TrustBank Olney, Illinois $317M AUM 14.36% 1-Year Est. Return

Phoenix Financial's KMAR Position: Q3 2026 in Review

Phoenix Financial sold out of Innovator U.S. Small Cap Power Buffer ETF - March (KMAR) in Q3 2026, closing a stake of 7,880 shares — an estimated $253K sold.

Phoenix Financial first reported a position in KMAR in Q1 2025 and held it in 6 quarters. The position peaked at $343K in Q2 2025. 19 funds tracked by Wall St. Rank hold KMAR as of Q3 2026.

Phoenix Financial reported no remaining Innovator U.S. Small Cap Power Buffer ETF - March position as of Q3 2026 after selling out during the quarter.
Phoenix Financial sold 7,880 Innovator U.S. Small Cap Power Buffer ETF - March shares in Q3 2026, an estimated $253K.
Phoenix Financial first reported a position in Innovator U.S. Small Cap Power Buffer ETF - March in Q1 2025 and held it in 6 quarters.
Phoenix Financial's Innovator U.S. Small Cap Power Buffer ETF - March position peaked at $343K in Q2 2025.
19 funds tracked by Wall St. Rank held Innovator U.S. Small Cap Power Buffer ETF - March as of Q3 2026.

Based on Phoenix Financial's 13F filing for Q3 2026, filed 9 Nov 2026.