AWM
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AE Wealth Management’s Innovator US Equity Buffer ETF March BMAR Stock Holding History

AE Wealth Management’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 		$179K Buy
3,412
+1,508
+79% +$80.6K ﹤0.01% 1633
2025
Q4 		$101K Sell
1,904
-148
-7% -$7.72K ﹤0.01% 1699
2025
Q3 		$106K Sell
2,052
-207
-9% -$10.4K ﹤0.01% 1553
2025
Q2 		$111K Sell
2,259
-69
-3% -$3.19K ﹤0.01% 1457
2025
Q1 		$106K Sell
2,328
-293
-11% -$13.7K ﹤0.01% 1430
2024
Q4 		$121K Sell
2,621
-2,199
-46% -$101K ﹤0.01% 1388
2024
Q3 		$217K Sell
4,820
-71
-1% -$3.1K ﹤0.01% 1146
2024
Q2 		$211K Buy
+4,891
New +$204K ﹤0.01% 1149
2024
Q1 		– Sell
-24,052
Closed -$969K – 1238
2023
Q4 		$969K Sell
24,052
-1,620
-6% -$60.9K ﹤0.01% 1166
2023
Q3 		$933K Buy
25,672
+2,669
+12% +$99.3K 0.01% 1122
2023
Q2 		$854K Sell
23,003
-3,603
-14% -$128K 0.01% 1151
2023
Q1 		$922K Buy
26,606
+8,168
+44% +$274K 0.01% 1079
2022
Q4 		$593K Buy
18,438
+567
+3% +$18.1K ﹤0.01% 1213
2022
Q3 		$539K Sell
17,871
-645
-3% -$20.8K ﹤0.01% 1218
2022
Q2 		$573K Buy
18,516
+23
+0.1% +$753 ﹤0.01% 1130
2022
Q1 		$648K Buy
+18,493
New +$633K ﹤0.01% 1098

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

AE Wealth Management's BMAR Position: Q1 2026 in Review

AE Wealth Management increased its Innovator US Equity Buffer ETF March (BMAR) stake by 79% in Q1 2026, buying an estimated $80.6K and bringing the position to 3,412 shares worth $179K. The position accounts for ﹤0.01% of the portfolio, ranked #1633.

AE Wealth Management first reported a position in BMAR in Q1 2022 and has held it in 16 quarters since. The position peaked at $969K in Q4 2023. 100 funds tracked by Wall St. Rank hold BMAR as of Q1 2026.

  • AE Wealth Management held 3,412 shares of Innovator US Equity Buffer ETF March worth $179K as of Q1 2026.
  • AE Wealth Management bought 1,508 Innovator US Equity Buffer ETF March shares in Q1 2026, an estimated $80.6K.
  • Innovator US Equity Buffer ETF March made up ﹤0.01% of AE Wealth Management's portfolio in Q1 2026, its #1633 holding.
  • AE Wealth Management first reported a position in Innovator US Equity Buffer ETF March in Q1 2022 and has held it in 16 quarters since.
  • AE Wealth Management's Innovator US Equity Buffer ETF March position peaked at $969K in Q4 2023.
  • 100 funds tracked by Wall St. Rank held Innovator US Equity Buffer ETF March as of Q1 2026.

Based on AE Wealth Management's 13F filing for Q1 2026, filed 13 May 2026.