AFP
BMAR icon

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

Ausdal Financial Partners’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 		$724K Buy
13,786
+330
+2% +$17.6K 0.03% 476
2025
Q4 		$714K Sell
13,456
-176
-1% -$9.18K 0.03% 443
2025
Q3 		$703K Sell
13,632
-115
-0.8% -$5.78K 0.03% 447
2025
Q2 		$674K Sell
13,747
-90
-0.7% -$4.16K 0.05% 351
2025
Q1 		$630K Buy
13,837
+235
+2% +$11K 0.05% 335
2024
Q4 		$628K Buy
13,602
+32
+0.2% +$1.47K 0.05% 298
2024
Q3 		$611K Hold
13,570
– – 0.06% 269
2024
Q2 		$586K Buy
13,570
+414
+3% +$17.3K 0.06% 264
2024
Q1 		$548K Buy
+13,156
New +$533K 0.06% 251

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