Beacon Financial Advisory’s Innovator US Equity Buffer ETF March BMAR Stock Holding History

Beacon Financial Advisory’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	$260K	Sell	4,950 -142	-3%	-$7.59K	0.06%	337
2025 Q4	$270K	Sell	5,092 -855	-14%	-$44.6K	0.06%	318
2025 Q3	$307K	Hold	5,947	–	–	0.07%	292
2025 Q2	$292K	Buy	5,947 +64	+1%	+$2.96K	0.08%	275
2025 Q1	$268K	Hold	5,883	–	–	0.08%	260
2024 Q4	$271K	Hold	5,883	–	–	0.09%	243
2024 Q3	$265K	Sell	5,883 -1,974	-25%	-$86.3K	0.09%	240
2024 Q2	$339K	Hold	7,857	–	–	0.13%	195
2024 Q1	$327K	Buy	7,857 +971	+14%	+$39.4K	0.16%	173
2023 Q4	$273K	Hold	6,886	–	–	0.13%	200
2023 Q3	$250K	Hold	6,886	–	–	0.14%	191
2023 Q2	$256K	Hold	6,886	–	–	0.15%	181
2023 Q1	$239K	Buy	+6,886	New	+$231K	0.15%	179

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 $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 $94.2B AUM 21.24% 1-Year Est. Return

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 New York $70.8B AUM 21.68% 1-Year Est. Return

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 $31B AUM 28.39% 1-Year Est. Return

Beacon Financial Advisory's BMAR Position: Q1 2026 in Review

Beacon Financial Advisory reduced its Innovator US Equity Buffer ETF March (BMAR) stake by 2.8% in Q1 2026, selling an estimated $7.59K and leaving 4,950 shares worth $260K. The position accounts for 0.06% of the portfolio, ranked #337.

Beacon Financial Advisory first reported a position in BMAR in Q1 2023 and has held it in 13 quarters since. The position peaked at $339K in Q2 2024. 101 funds tracked by Wall St. Rank hold BMAR as of Q1 2026.

Beacon Financial Advisory held 4,950 shares of Innovator US Equity Buffer ETF March worth $260K as of Q1 2026.
Beacon Financial Advisory sold 142 Innovator US Equity Buffer ETF March shares in Q1 2026, an estimated $7.59K.
Innovator US Equity Buffer ETF March made up 0.06% of Beacon Financial Advisory's portfolio in Q1 2026, its #337 holding.
Beacon Financial Advisory first reported a position in Innovator US Equity Buffer ETF March in Q1 2023 and has held it in 13 quarters since.
Beacon Financial Advisory's Innovator US Equity Buffer ETF March position peaked at $339K in Q2 2024.
101 funds tracked by Wall St. Rank held Innovator US Equity Buffer ETF March as of Q1 2026.

Based on Beacon Financial Advisory's 13F filing for Q1 2026, filed 27 Apr 2026.