SAG
KMAR

SageView Advisory Group’s Innovator U.S. Small Cap Power Buffer ETF - March KMAR Stock Holding History

SageView Advisory Group’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
2025
Q4 		– Sell
-13,688
Closed -$381K – 2619
2025
Q3 		$381K Hold
13,688
– – 0.01% 444
2025
Q2 		$363K Hold
13,688
– – 0.01% 441
2025
Q1 		$339K Buy
+13,688
New +$342K 0.01% 438

Other funds holding KMAR

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
OMC
Old Mission Capital Chicago, Illinois $6.3B AUM 14.68% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
CA
Corrado Advisors Ramsey, New Jersey $217M AUM 26.96% 1-Year Est. Return
T
TrustBank Olney, Illinois $295M AUM
PF
Phoenix Financial Givatayim, Israel $10.5B AUM 49.21% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return

SageView Advisory Group's KMAR Position: Q4 2025 in Review

SageView Advisory Group sold out of Innovator U.S. Small Cap Power Buffer ETF - March (KMAR) in Q4 2025, closing a stake of 13,688 shares — an estimated $381K sold.

SageView Advisory Group first reported a position in KMAR in Q1 2025 and held it in 3 quarters. The position peaked at $381K in Q3 2025. 18 funds tracked by Wall St. Rank hold KMAR as of Q4 2025.

  • SageView Advisory Group reported no remaining Innovator U.S. Small Cap Power Buffer ETF - March position as of Q4 2025 after selling out during the quarter.
  • SageView Advisory Group sold 13,688 Innovator U.S. Small Cap Power Buffer ETF - March shares in Q4 2025, an estimated $381K.
  • SageView Advisory Group first reported a position in Innovator U.S. Small Cap Power Buffer ETF - March in Q1 2025 and held it in 3 quarters.
  • SageView Advisory Group's Innovator U.S. Small Cap Power Buffer ETF - March position peaked at $381K in Q3 2025.
  • 18 funds tracked by Wall St. Rank held Innovator U.S. Small Cap Power Buffer ETF - March as of Q4 2025.

Based on SageView Advisory Group's 13F filing for Q4 2025, filed 17 Feb 2026.