WTFG
KMAR

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

Wood Tarver Financial 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
Q3 		– Sell
-945
Closed -$24K – 701
2025
Q2 		$24K Hold
945
– – 0.01% 348
2025
Q1 		$23.4K Buy
+945
New +$23.6K 0.01% 335

Other funds holding KMAR

Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 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
SPC
Sigma Planning Corp Ann Arbor, Michigan $3.97B AUM 32.34% 1-Year Est. Return
SAG
SageView Advisory Group Newport Beach, California $2.96B AUM 15.81% 1-Year Est. Return
CA
Corrado Advisors Ramsey, New Jersey $217M AUM 26.96% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return
PF
Phoenix Financial Givatayim, Israel $10.5B AUM 49.21% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Wood Tarver Financial Group's KMAR Position: Q3 2025 in Review

Wood Tarver Financial Group sold out of Innovator U.S. Small Cap Power Buffer ETF - March (KMAR) in Q3 2025, closing a stake of 945 shares — an estimated $24K sold.

Wood Tarver Financial Group first reported a position in KMAR in Q1 2025 and held it in 2 quarters. The position peaked at $24K in Q2 2025. 18 funds tracked by Wall St. Rank hold KMAR as of Q3 2025.

  • Wood Tarver Financial Group reported no remaining Innovator U.S. Small Cap Power Buffer ETF - March position as of Q3 2025 after selling out during the quarter.
  • Wood Tarver Financial Group sold 945 Innovator U.S. Small Cap Power Buffer ETF - March shares in Q3 2025, an estimated $24K.
  • Wood Tarver Financial Group first reported a position in Innovator U.S. Small Cap Power Buffer ETF - March in Q1 2025 and held it in 2 quarters.
  • Wood Tarver Financial Group's Innovator U.S. Small Cap Power Buffer ETF - March position peaked at $24K in Q2 2025.
  • 18 funds tracked by Wall St. Rank held Innovator U.S. Small Cap Power Buffer ETF - March as of Q3 2025.

Based on Wood Tarver Financial Group's 13F filing for Q3 2025, filed 14 Nov 2025.