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Advisory Alpha’s Innovator US Equity Buffer ETF March BMAR Stock Holding History

Advisory Alpha’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
2021
Q3 		– Sell
-87,015
Closed -$2.86M – 241
2021
Q2 		$2.86M Buy
+87,015
New +$2.8M 0.23% 58

Other funds holding BMAR

Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
BCM
Beck Capital Management Austin, Texas $437M AUM 59.35% 1-Year Est. Return
VBFP
Valtinson Bruner Financial Planning New Brighton, Minnesota $364M AUM 9.63% 1-Year Est. Return
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $40.4B AUM 21.2% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
MSFS
Main Street Financial Solutions Newtown, Pennsylvania $1.34B AUM 19.49% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return
DFA
DHJJ Financial Advisors Naperville, Illinois $302M AUM 16.88% 1-Year Est. Return
CW
CreativeOne Wealth Overland Park, Kansas $4.31B AUM 19.42% 1-Year Est. Return

Advisory Alpha's BMAR Position: Q3 2021 in Review

Advisory Alpha sold out of Innovator US Equity Buffer ETF March (BMAR) in Q3 2021, closing a stake of 87,015 shares — an estimated $2.86M sold.

Advisory Alpha first reported a position in BMAR in Q2 2021 and held it in 1 quarter. The position peaked at $2.86M in Q2 2021. 38 funds tracked by Wall St. Rank hold BMAR as of Q3 2021.

  • Advisory Alpha reported no remaining Innovator US Equity Buffer ETF March position as of Q3 2021 after selling out during the quarter.
  • Advisory Alpha sold 87,015 Innovator US Equity Buffer ETF March shares in Q3 2021, an estimated $2.86M.
  • Advisory Alpha first reported a position in Innovator US Equity Buffer ETF March in Q2 2021 and held it in 1 quarter.
  • Advisory Alpha's Innovator US Equity Buffer ETF March position peaked at $2.86M in Q2 2021.
  • 38 funds tracked by Wall St. Rank held Innovator US Equity Buffer ETF March as of Q3 2021.

Based on Advisory Alpha's 13F filing for Q3 2021, filed 9 Nov 2021.