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Advisornet Financial’s Innovator US Equity Buffer ETF March BMAR Stock Holding History

Advisornet Financial’s Portfolio BMAR Stock Details BMAR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$10.4K Hold
198
– – ﹤0.01% 1529
2025
Q4 		$10.5K Hold
198
– – ﹤0.01% 1524
2025
Q3 		$10.2K Sell
198
-140
-41% -$7.04K ﹤0.01% 1507
2025
Q2 		$16.6K Hold
338
– – ﹤0.01% 1337
2025
Q1 		$15.4K Sell
338
-105
-24% -$4.9K ﹤0.01% 1288
2024
Q4 		$20.4K Hold
443
– – ﹤0.01% 1129
2024
Q3 		$19.9K Hold
443
– – ﹤0.01% 1199
2024
Q2 		$19.1K Hold
443
– – ﹤0.01% 1104
2024
Q1 		$18.5K Hold
443
– – ﹤0.01% 1096
2023
Q4 		$17.5K Sell
443
-233
-34% -$8.76K ﹤0.01% 1128
2023
Q3 		$24.6K Hold
676
– – ﹤0.01% 971
2023
Q2 		$25.1K Hold
676
– – ﹤0.01% 1011
2023
Q1 		$23.4K Buy
+676
New +$22.6K ﹤0.01% 1024

Other funds holding BMAR

PCM
Penserra Capital Management Orinda, California $8.52B AUM 37.76% 1-Year Est. Return
MIM
Macroview Investment Management Bethesda, Maryland $144M AUM 19.29% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
RPGK
Retirement Planning Group (Kansas) Leawood, Kansas $3.23B AUM 15.3% 1-Year Est. Return
Cerity Partners
Cerity Partners New York $70.8B AUM 21.68% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
VBFP
Valtinson Bruner Financial Planning New Brighton, Minnesota $364M AUM 9.63% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $26.4B AUM 21.05% 1-Year Est. Return