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

Advisory Services Network’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 		$352K Hold
6,707
– – ﹤0.01% 1480
2025
Q4 		$356K Hold
6,707
– – 0.01% 1390
2025
Q3 		$346K Hold
6,707
– – 0.01% 1387
2025
Q2 		$334K Hold
6,707
– – 0.01% 1355
2025
Q1 		$305K Buy
6,707
+62
+0.9% +$2.89K 0.01% 1286
2024
Q4 		$307K Hold
6,645
– – 0.01% 1291
2024
Q3 		$287K Hold
6,645
– – 0.01% 1225
2024
Q2 		$287K Hold
6,645
– – 0.01% 1225
2024
Q1 		$277K Buy
6,645
+6,469
+3,676% +$262K 0.01% 1183
2023
Q4 		$6.97K Buy
+176
New +$6.62K ﹤0.01% 2998
2023
Q2 		– Sell
-176
Closed -$6.1K – 1706
2023
Q1 		$6.1K Buy
+176
New +$5.9K ﹤0.01% 3080

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