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

Allworth 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 Q2	$23.1K	Hold	400	–	–	﹤0.01%	3082
2026 Q1	$21K	Hold	400	–	–	﹤0.01%	2960
2025 Q4	$21.2K	Hold	400	–	–	﹤0.01%	2780
2025 Q3	$20.6K	Hold	400	–	–	﹤0.01%	2690
2025 Q2	$19.6K	Hold	400	–	–	﹤0.01%	2539
2025 Q1	$17.9K	Hold	400	–	–	﹤0.01%	2146
2024 Q4	$18.9K	Hold	400	–	–	﹤0.01%	2146
2024 Q3	$18K	Hold	400	–	–	﹤0.01%	1984
2024 Q2	$17.4K	Buy	+400	New	+$16.7K	﹤0.01%	1968

Other funds holding BMAR

BCM

Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return

PCM

Penserra Capital Management Orinda, California $13B AUM 71.84% 1-Year Est. Return

TPW

Talon Private Wealth The Villages, Florida $855M AUM

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

MIM

Macroview Investment Management Bethesda, Maryland $162M AUM 22.52% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return

Cerity Partners New York $82.7B AUM 28.53% 1-Year Est. Return

RPGK

Retirement Planning Group (Kansas) Leawood, Kansas $3.94B AUM 18.64% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Allworth Financial's BMAR Position: Q2 2026 in Review

Allworth Financial held its Innovator US Equity Buffer ETF March (BMAR) position steady in Q2 2026 at 400 shares worth $23.1K. The position accounts for ﹤0.01% of the portfolio, ranked #3082.

Allworth Financial first reported a position in BMAR in Q2 2024 and has held it in 9 quarters since. 107 funds tracked by Wall St. Rank hold BMAR as of Q2 2026.

Allworth Financial held 400 shares of Innovator US Equity Buffer ETF March worth $23.1K as of Q2 2026.
Allworth Financial left its Innovator US Equity Buffer ETF March share count unchanged in Q2 2026.
Innovator US Equity Buffer ETF March made up ﹤0.01% of Allworth Financial's portfolio in Q2 2026, its #3082 holding.
Allworth Financial first reported a position in Innovator US Equity Buffer ETF March in Q2 2024 and has held it in 9 quarters since.
107 funds tracked by Wall St. Rank held Innovator US Equity Buffer ETF March as of Q2 2026.

Based on Allworth Financial's 13F filing for Q2 2026, filed 11 Aug 2026.