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Arkadios Wealth Advisors’s Innovator US Equity Buffer ETF March BMAR Stock Holding History

Arkadios Wealth Advisors’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 		$223K Sell
4,258
-68
-2% -$3.63K ﹤0.01% 1516
2025
Q4 		$229K Sell
4,326
-126
-3% -$6.57K ﹤0.01% 1381
2025
Q3 		$230K Sell
4,452
-17,046
-79% -$857K 0.01% 1298
2025
Q2 		$1.05M Buy
21,498
+16,404
+322% +$758K 0.03% 556
2025
Q1 		$232K Sell
5,094
-481
-9% -$22.4K 0.01% 999
2024
Q4 		$257K Sell
5,575
-362
-6% -$16.6K 0.01% 777
2024
Q3 		$267K Sell
5,937
-504
-8% -$22K 0.02% 753
2024
Q2 		$278K Buy
6,441
+1,629
+34% +$68.1K 0.02% 657
2024
Q1 		$201K Buy
+4,812
New +$195K 0.02% 655
2023
Q3 		– Sell
-7,937
Closed -$295K – 718
2023
Q2 		$295K Sell
7,937
-465
-6% -$16.5K 0.03% 452
2023
Q1 		$291K Sell
8,402
-510
-6% -$17.1K 0.03% 443
2022
Q4 		$287K Sell
8,912
-200
-2% -$6.37K 0.04% 421
2022
Q3 		$275K Hold
9,112
– – 0.04% 405
2022
Q2 		$282K Buy
9,112
+246
+3% +$8.05K 0.04% 412
2022
Q1 		$311K Buy
+8,866
New +$303K 0.04% 418

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 $162M AUM 22.52% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 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 $31B AUM 28.39% 1-Year Est. Return

Arkadios Wealth Advisors's BMAR Position: Q1 2026 in Review

Arkadios Wealth Advisors reduced its Innovator US Equity Buffer ETF March (BMAR) stake by 1.6% in Q1 2026, selling an estimated $3.63K and leaving 4,258 shares worth $223K. The position accounts for ﹤0.01% of the portfolio, ranked #1516.

Arkadios Wealth Advisors first reported a position in BMAR in Q1 2022 and has held it in 15 quarters since. The position peaked at $1.05M in Q2 2025. 101 funds tracked by Wall St. Rank hold BMAR as of Q1 2026.

  • Arkadios Wealth Advisors held 4,258 shares of Innovator US Equity Buffer ETF March worth $223K as of Q1 2026.
  • Arkadios Wealth Advisors sold 68 Innovator US Equity Buffer ETF March shares in Q1 2026, an estimated $3.63K.
  • Innovator US Equity Buffer ETF March made up ﹤0.01% of Arkadios Wealth Advisors's portfolio in Q1 2026, its #1516 holding.
  • Arkadios Wealth Advisors first reported a position in Innovator US Equity Buffer ETF March in Q1 2022 and has held it in 15 quarters since.
  • Arkadios Wealth Advisors's Innovator US Equity Buffer ETF March position peaked at $1.05M in Q2 2025.
  • 101 funds tracked by Wall St. Rank held Innovator US Equity Buffer ETF March as of Q1 2026.

Based on Arkadios Wealth Advisors's 13F filing for Q1 2026, filed 18 May 2026.