Beck Capital Management’s Innovator US Equity Buffer ETF March BMAR Stock Holding History

Beck Capital 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 Q1	$1.12M	Sell	21,365 -176	-0.8%	-$9.4K	0.26%	76
2025 Q4	$1.14M	Sell	21,541 -400	-2%	-$20.9K	0.27%	75
2025 Q3	$1.13M	Sell	21,941 -536	-2%	-$26.9K	0.26%	79
2025 Q2	$1.1M	Sell	22,477 -154	-0.7%	-$7.12K	0.28%	78
2025 Q1	$1.03M	Sell	22,631 -651	-3%	-$30.4K	0.3%	75
2024 Q4	$1.07M	Sell	23,282 -691	-3%	-$31.7K	0.29%	76
2024 Q3	$1.08M	Sell	23,973 -115	-0.5%	-$5.03K	0.29%	87
2024 Q2	$1.04M	Sell	24,088 -3,313	-12%	-$138K	0.29%	83
2024 Q1	$1.14M	Sell	27,401 -2,797	-9%	-$113K	0.33%	82
2023 Q4	$1.2M	Sell	30,198 -1,373	-4%	-$51.6K	0.41%	79
2023 Q3	$1.15M	Sell	31,571 -371	-1%	-$13.8K	0.44%	78
2023 Q2	$1.19M	Sell	31,942 -1,759	-5%	-$62.4K	0.47%	74
2023 Q1	$1.17M	Sell	33,701 -47,939	-59%	-$1.61M	0.5%	79
2022 Q4	$2.63M	Sell	81,640 -32,979	-29%	-$1.05M	1.11%	28
2022 Q3	$3.46M	Sell	114,619 -3,287	-3%	-$106K	1.48%	14
2022 Q2	$3.65M	Sell	117,906 -6,365	-5%	-$208K	1.64%	14
2022 Q1	$4.35M	Buy	124,271 +32,073	+35%	+$1.1M	1.33%	18
2021 Q4	$3.19M	Sell	92,198 -365	-0.4%	-$12.4K	0.99%	40
2021 Q3	$3.05M	Sell	92,563 -280	-0.3%	-$9.32K	1.03%	38
2021 Q2	$3.05M	Sell	92,843 -1,835	-2%	-$59K	1.03%	44
2021 Q1	$2.95M	Sell	94,678 -195	-0.2%	-$5.88K	1.11%	40
2020 Q4	$2.81M	Sell	94,873 -2,982	-3%	-$86.5K	1.17%	39
2020 Q3	$2.76M	Sell	97,855 -3,400	-3%	-$94.9K	1.56%	24
2020 Q2	$2.77M	Buy	101,255 +52,885	+109%	+$1.37M	1.4%	25
2020 Q1	$1.2M	Buy	+48,370	New	+$1.16M	1.09%	26

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 Waltham, Massachusetts $71.6B AUM 21.08% 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 $26.4B AUM 21.05% 1-Year Est. Return

Beck Capital Management's BMAR Position: Q1 2026 in Review

Beck Capital Management reduced its Innovator US Equity Buffer ETF March (BMAR) stake by 0.82% in Q1 2026, selling an estimated $9.4K and leaving 21,365 shares worth $1.12M. The position accounts for 0.26% of the portfolio, ranked #76.

Beck Capital Management first reported a position in BMAR in Q1 2020 and has held it in 25 quarters since. The position peaked at $4.35M in Q1 2022. 100 funds tracked by Wall St. Rank hold BMAR as of Q1 2026.

Beck Capital Management held 21,365 shares of Innovator US Equity Buffer ETF March worth $1.12M as of Q1 2026.
Beck Capital Management sold 176 Innovator US Equity Buffer ETF March shares in Q1 2026, an estimated $9.4K.
Innovator US Equity Buffer ETF March made up 0.26% of Beck Capital Management's portfolio in Q1 2026, its #76 holding.
Beck Capital Management first reported a position in Innovator US Equity Buffer ETF March in Q1 2020 and has held it in 25 quarters since.
Beck Capital Management's Innovator US Equity Buffer ETF March position peaked at $4.35M in Q1 2022.
100 funds tracked by Wall St. Rank held Innovator US Equity Buffer ETF March as of Q1 2026.

Based on Beck Capital Management's 13F filing for Q1 2026, filed 15 May 2026.