SPC
KMAR

Sigma Planning Corp’s Innovator U.S. Small Cap Power Buffer ETF - March KMAR Stock Holding History

Sigma Planning Corp’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
-28,563
Closed -$794K – 1411
2025
Q3 		$794K Sell
28,563
-2,939
-9% -$79.1K 0.02% 613
2025
Q2 		$819K Buy
31,502
+8,058
+34% +$201K 0.02% 567
2025
Q1 		$580K Buy
+23,444
New +$586K 0.02% 666

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

Sigma Planning Corp's KMAR Position: Q4 2025 in Review

Sigma Planning Corp sold out of Innovator U.S. Small Cap Power Buffer ETF - March (KMAR) in Q4 2025, closing a stake of 28,563 shares — an estimated $794K sold.

Sigma Planning Corp first reported a position in KMAR in Q1 2025 and held it in 3 quarters. The position peaked at $819K in Q2 2025. 18 funds tracked by Wall St. Rank hold KMAR as of Q4 2025.

  • Sigma Planning Corp reported no remaining Innovator U.S. Small Cap Power Buffer ETF - March position as of Q4 2025 after selling out during the quarter.
  • Sigma Planning Corp sold 28,563 Innovator U.S. Small Cap Power Buffer ETF - March shares in Q4 2025, an estimated $794K.
  • Sigma Planning Corp first reported a position in Innovator U.S. Small Cap Power Buffer ETF - March in Q1 2025 and held it in 3 quarters.
  • Sigma Planning Corp's Innovator U.S. Small Cap Power Buffer ETF - March position peaked at $819K in Q2 2025.
  • 18 funds tracked by Wall St. Rank held Innovator U.S. Small Cap Power Buffer ETF - March as of Q4 2025.

Based on Sigma Planning Corp's 13F filing for Q4 2025, filed 30 Jan 2026.