Beacon Pointe Advisors’s Innovator US Equity Buffer ETF March BMAR Stock Holding History

Beacon Pointe Advisors’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	$2.49M	Buy	43,285 +4,997	+13%	+$281K	0.01%	691
2026 Q1	$2.01M	Buy	38,288 +5,459	+17%	+$292K	0.01%	734
2025 Q4	$1.74M	Buy	32,829 +16,376	+100%	+$854K	0.01%	651
2025 Q3	$849K	Buy	16,453 +730	+5%	+$36.7K	0.01%	818
2025 Q2	$771K	Sell	15,723 -1,220	-7%	-$56.4K	0.01%	748
2025 Q1	$772K	Sell	16,943 -1,947	-10%	-$90.8K	0.01%	704
2024 Q4	$872K	Sell	18,890 -60	-0.3%	-$2.75K	0.01%	673
2024 Q3	$853K	Sell	18,950 -33	-0.2%	-$1.44K	0.01%	677
2024 Q2	$820K	Buy	18,983 +1,547	+9%	+$64.7K	0.01%	701
2024 Q1	$727K	Buy	17,436 +4,391	+34%	+$178K	0.01%	783
2023 Q4	$517K	Sell	13,045 -1,854	-12%	-$69.7K	0.01%	890
2023 Q3	$541K	Buy	14,899 +2,236	+18%	+$83.2K	0.01%	842
2023 Q2	$470K	Sell	12,663 -2,735	-18%	-$97K	0.01%	735
2023 Q1	$534K	Buy	15,398 +6,508	+73%	+$218K	0.01%	745
2022 Q4	$286K	Sell	8,890 -500	-5%	-$15.9K	0.01%	879
2022 Q3	$282K	Sell	9,390 -201	-2%	-$6.48K	0.01%	817
2022 Q2	$296K	Buy	+9,591	New	+$314K	0.01%	831
2022 Q1	–	Sell	-11,530	Closed	-$399K	–	1205
2021 Q4	$399K	Sell	11,530 -941	-8%	-$32K	0.01%	632
2021 Q3	$411K	Sell	12,471 -1,948	-14%	-$64.8K	0.01%	596
2021 Q2	$473K	Sell	14,419 -7,484	-34%	-$241K	0.02%	494
2021 Q1	$682K	Buy	+21,903	New	+$660K	0.04%	252

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

Beacon Pointe Advisors's BMAR Position: Q2 2026 in Review

Beacon Pointe Advisors increased its Innovator US Equity Buffer ETF March (BMAR) stake by 13% in Q2 2026, buying an estimated $281K and bringing the position to 43,285 shares worth $2.49M. The position accounts for 0.01% of the portfolio, ranked #691.

Beacon Pointe Advisors first reported a position in BMAR in Q1 2021 and has held it in 21 quarters since. 105 funds tracked by Wall St. Rank hold BMAR as of Q2 2026.

Beacon Pointe Advisors held 43,285 shares of Innovator US Equity Buffer ETF March worth $2.49M as of Q2 2026.
Beacon Pointe Advisors bought 4,997 Innovator US Equity Buffer ETF March shares in Q2 2026, an estimated $281K.
Innovator US Equity Buffer ETF March made up 0.01% of Beacon Pointe Advisors's portfolio in Q2 2026, its #691 holding.
Beacon Pointe Advisors first reported a position in Innovator US Equity Buffer ETF March in Q1 2021 and has held it in 21 quarters since.
105 funds tracked by Wall St. Rank held Innovator US Equity Buffer ETF March as of Q2 2026.

Based on Beacon Pointe Advisors's 13F filing for Q2 2026, filed 18 Aug 2026.