BCS Wealth Management’s Innovator US Equity Buffer ETF March BMAR Stock Holding History

BCS Wealth Management’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	$531K	Hold	9,209	–	–	0.1%	175
2026 Q1	$483K	Sell	9,209 -12,169	-57%	-$650K	0.1%	163
2025 Q4	$1.13M	Buy	21,378 +10,689	+100%	+$558K	0.11%	148
2025 Q3	$551K	Sell	10,689 -174	-2%	-$8.75K	0.12%	143
2025 Q2	$533K	Buy	10,863 +154	+1%	+$7.12K	0.11%	155
2025 Q1	$488K	Buy	10,709 +313	+3%	+$14.6K	0.13%	149
2024 Q4	$480K	Sell	10,396 -3,266	-24%	-$150K	0.12%	149
2024 Q3	$615K	Sell	13,662 -16	-0.1%	-$699	0.26%	81
2024 Q2	$591K	Sell	13,678 -21	-0.2%	-$878	0.29%	75
2024 Q1	$571K	Buy	+13,699	New	+$555K	0.18%	120
2022 Q1	–	Sell	-6,159	Closed	-$213K	–	193
2021 Q4	$213K	Sell	6,159 -169	-3%	-$5.75K	0.08%	187
2021 Q3	$209K	Hold	6,328	–	–	0.09%	164
2021 Q2	$208K	Buy	+6,328	New	+$204K	0.11%	148

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

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

VBFP

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

BCS Wealth Management's BMAR Position: Q2 2026 in Review

BCS Wealth Management held its Innovator US Equity Buffer ETF March (BMAR) position steady in Q2 2026 at 9,209 shares worth $531K. The position accounts for 0.1% of the portfolio, ranked #175.

BCS Wealth Management first reported a position in BMAR in Q2 2021 and has held it in 13 quarters since. The position peaked at $1.13M in Q4 2025. 105 funds tracked by Wall St. Rank hold BMAR as of Q2 2026.

BCS Wealth Management held 9,209 shares of Innovator US Equity Buffer ETF March worth $531K as of Q2 2026.
BCS Wealth Management left its Innovator US Equity Buffer ETF March share count unchanged in Q2 2026.
Innovator US Equity Buffer ETF March made up 0.1% of BCS Wealth Management's portfolio in Q2 2026, its #175 holding.
BCS Wealth Management first reported a position in Innovator US Equity Buffer ETF March in Q2 2021 and has held it in 13 quarters since.
BCS Wealth Management's Innovator US Equity Buffer ETF March position peaked at $1.13M in Q4 2025.
105 funds tracked by Wall St. Rank held Innovator US Equity Buffer ETF March as of Q2 2026.

Based on BCS Wealth Management's 13F filing for Q2 2026, filed 16 Jul 2026.