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 Q2	$1.37M	Buy	23,691 +19,433	+456%	+$1.09M	0.02%	683
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

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

Arkadios Wealth Advisors's BMAR Position: Q2 2026 in Review

Arkadios Wealth Advisors increased its Innovator US Equity Buffer ETF March (BMAR) stake by 456% in Q2 2026, buying an estimated $1.09M and bringing the position to 23,691 shares worth $1.37M. The position accounts for 0.02% of the portfolio, ranked #683.

Arkadios Wealth Advisors first reported a position in BMAR in Q1 2022 and has held it in 16 quarters since. 107 funds tracked by Wall St. Rank hold BMAR as of Q2 2026.

Arkadios Wealth Advisors held 23,691 shares of Innovator US Equity Buffer ETF March worth $1.37M as of Q2 2026.
Arkadios Wealth Advisors bought 19,433 Innovator US Equity Buffer ETF March shares in Q2 2026, an estimated $1.09M.
Innovator US Equity Buffer ETF March made up 0.02% of Arkadios Wealth Advisors's portfolio in Q2 2026, its #683 holding.
Arkadios Wealth Advisors first reported a position in Innovator US Equity Buffer ETF March in Q1 2022 and has held it in 16 quarters since.
107 funds tracked by Wall St. Rank held Innovator US Equity Buffer ETF March as of Q2 2026.

Based on Arkadios Wealth Advisors's 13F filing for Q2 2026, filed 10 Aug 2026.