Bedel Financial Consulting’s Innovator US Equity Buffer ETF March BMAR Stock Holding History

Bedel Financial Consulting’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
2022 Q2	–	Sell	-3,594	Closed	-$126K	–	280
2022 Q1	$126K	Buy	3,594 +724	+25%	+$24.8K	0.04%	237
2021 Q4	$99K	Sell	2,870 -88	-3%	-$2.99K	0.03%	285
2021 Q3	$98K	Hold	2,958	–	–	0.03%	272
2021 Q2	$97K	Sell	2,958 -1,802	-38%	-$58K	0.03%	276
2021 Q1	$148K	Buy	4,760 +2,868	+152%	+$86.4K	0.06%	208
2020 Q4	$56K	Sell	1,892 -161	-8%	-$4.67K	0.02%	302
2020 Q3	$58K	Sell	2,053 -179	-8%	-$5K	0.03%	282
2020 Q2	$60K	Hold	2,232	–	–	0.03%	261
2020 Q1	$53K	Buy	+2,232	New	+$53.3K	0.04%	256

Other funds holding BMAR

BCM

Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return

BCM

Beck Capital Management Austin, Texas $437M AUM 59.35% 1-Year Est. Return

RTS

Round Table Services Westfield, New Jersey $508M AUM 16.36% 1-Year Est. Return

VBFP

Valtinson Bruner Financial Planning New Brighton, Minnesota $364M AUM 9.63% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Janney Montgomery Scott Philadelphia, Pennsylvania $40.4B AUM 21.2% 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

MSFS

Main Street Financial Solutions Newtown, Pennsylvania $1.37B AUM 23.84% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

Bedel Financial Consulting's BMAR Position: Q2 2022 in Review

Bedel Financial Consulting sold out of Innovator US Equity Buffer ETF March (BMAR) in Q2 2022, closing a stake of 3,594 shares — an estimated $126K sold.

Bedel Financial Consulting first reported a position in BMAR in Q1 2020 and held it in 9 quarters. The position peaked at $148K in Q1 2021. 52 funds tracked by Wall St. Rank hold BMAR as of Q2 2022.

Bedel Financial Consulting reported no remaining Innovator US Equity Buffer ETF March position as of Q2 2022 after selling out during the quarter.
Bedel Financial Consulting sold 3,594 Innovator US Equity Buffer ETF March shares in Q2 2022, an estimated $126K.
Bedel Financial Consulting first reported a position in Innovator US Equity Buffer ETF March in Q1 2020 and held it in 9 quarters.
Bedel Financial Consulting's Innovator US Equity Buffer ETF March position peaked at $148K in Q1 2021.
52 funds tracked by Wall St. Rank held Innovator US Equity Buffer ETF March as of Q2 2022.

Based on Bedel Financial Consulting's 13F filing for Q2 2022, filed 4 Aug 2022.