AssetMark Inc’s Innovator US Equity Buffer ETF March BMAR Stock Holding History

AssetMark Inc’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	$5.59K	Hold	97	–	–	﹤0.01%	2643
2026 Q1	$5.09K	Hold	97	–	–	﹤0.01%	2560
2025 Q4	$5.15K	Hold	97	–	–	﹤0.01%	2465
2025 Q3	$5K	Buy	+97	New	+$4.88K	﹤0.01%	2340
2025 Q2	–	Sell	-479	Closed	-$21.8K	–	3020
2025 Q1	$21.8K	Hold	479	–	–	﹤0.01%	1688
2024 Q4	$22.1K	Hold	479	–	–	﹤0.01%	1627
2024 Q3	$21.6K	Buy	+479	New	+$20.9K	﹤0.01%	1477

Other funds holding BMAR

BCM

Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 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 $103B AUM 28.65% 1-Year Est. Return

RPGK

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

VBFP

Valtinson Bruner Financial Planning New Brighton, Minnesota $399M AUM 12.95% 1-Year Est. Return

KAS

Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return

MPCL

My Personal CFO LLC Vancouver, Washington $256M AUM 22.12% 1-Year Est. Return

Lantz Financial Naperville, Illinois $546M AUM 23.57% 1-Year Est. Return

Chris Bulman Roseville, California $274M AUM 22.07% 1-Year Est. Return

AssetMark Inc's BMAR Position: Q2 2026 in Review

AssetMark Inc held its Innovator US Equity Buffer ETF March (BMAR) position steady in Q2 2026 at 97 shares worth $5.59K. The position accounts for ﹤0.01% of the portfolio, ranked #2643.

AssetMark Inc first reported a position in BMAR in Q3 2024 and has held it in 7 quarters since. The position peaked at $22.1K in Q4 2024. 54 funds tracked by Wall St. Rank hold BMAR as of Q2 2026.

AssetMark Inc held 97 shares of Innovator US Equity Buffer ETF March worth $5.59K as of Q2 2026.
AssetMark Inc 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 AssetMark Inc's portfolio in Q2 2026, its #2643 holding.
AssetMark Inc first reported a position in Innovator US Equity Buffer ETF March in Q3 2024 and has held it in 7 quarters since.
AssetMark Inc's Innovator US Equity Buffer ETF March position peaked at $22.1K in Q4 2024.
54 funds tracked by Wall St. Rank held Innovator US Equity Buffer ETF March as of Q2 2026.

Based on AssetMark Inc's 13F filing for Q2 2026, filed 30 Jul 2026.