BWM
BMAR icon

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
LF
Lantz Financial Naperville, Illinois $546M AUM 23.57% 1-Year Est. Return
FFA
Fragasso Financial Advisors Sewickley, Pennsylvania $1.88B AUM 23.81% 1-Year Est. Return
IIA
Integral Investment Advisors Turlock, California $454M AUM 21.42% 1-Year Est. Return
SWM
Spire Wealth Management Mclean, Virginia $3.31B AUM 38.78% 1-Year Est. Return
TWM
TopTier Wealth Management Muskego, Wisconsin $166M AUM
CWS
Cypress Wealth Services Palm Desert, California $815M AUM 27.86% 1-Year Est. Return
DC
Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return
CA
CoreCap Advisors Southfield, Michigan $3.39B AUM 31.21% 1-Year Est. Return