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

Bellwether 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	$617K	Hold	10,709	–	–	0.09%	123
2026 Q1	$562K	Hold	10,709	–	–	0.1%	110
2025 Q4	$568K	Hold	10,709	–	–	0.09%	85
2025 Q3	$553K	Hold	10,709	–	–	0.09%	96
2025 Q2	$525K	Sell	10,709 -625	-6%	-$28.9K	0.09%	84
2025 Q1	$516K	Hold	11,334	–	–	0.11%	86
2024 Q4	$523K	Hold	11,334	–	–	0.09%	90
2024 Q3	$510K	Hold	11,334	–	–	0.1%	88
2024 Q2	$489K	Hold	11,334	–	–	0.1%	89
2024 Q1	$472K	Sell	11,334 -2,862	-20%	-$116K	0.1%	93
2023 Q4	$562K	Sell	14,196 -895	-6%	-$33.6K	0.14%	85
2023 Q3	$548K	Hold	15,091	–	–	0.15%	82
2023 Q2	$560K	Sell	15,091 -312	-2%	-$11.1K	0.16%	60
2023 Q1	$534K	Sell	15,403 -333	-2%	-$11.2K	0.15%	89
2022 Q4	$506K	Sell	15,736 -500	-3%	-$15.9K	0.15%	93
2022 Q3	$489K	Sell	16,236 -848	-5%	-$27.3K	0.16%	72
2022 Q2	$528K	Hold	17,084	–	–	0.17%	76
2022 Q1	$598K	Sell	17,084 -707	-4%	-$24.2K	0.18%	92
2021 Q4	$615K	Hold	17,791	–	–	0.19%	82
2021 Q3	$586K	Hold	17,791	–	–	0.2%	87
2021 Q2	$583K	Buy	17,791 +8,133	+84%	+$262K	0.2%	91
2021 Q1	$300K	Sell	9,658 -916	-9%	-$27.6K	0.12%	96
2020 Q4	$313K	Buy	+10,574	New	+$307K	0.14%	91

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

Bellwether Advisors's BMAR Position: Q2 2026 in Review

Bellwether Advisors held its Innovator US Equity Buffer ETF March (BMAR) position steady in Q2 2026 at 10,709 shares worth $617K. The position accounts for 0.09% of the portfolio, ranked #123.

Bellwether Advisors first reported a position in BMAR in Q4 2020 and has held it in 23 quarters since. 105 funds tracked by Wall St. Rank hold BMAR as of Q2 2026.

Bellwether Advisors held 10,709 shares of Innovator US Equity Buffer ETF March worth $617K as of Q2 2026.
Bellwether Advisors left its Innovator US Equity Buffer ETF March share count unchanged in Q2 2026.
Innovator US Equity Buffer ETF March made up 0.09% of Bellwether Advisors's portfolio in Q2 2026, its #123 holding.
Bellwether Advisors first reported a position in Innovator US Equity Buffer ETF March in Q4 2020 and has held it in 23 quarters since.
105 funds tracked by Wall St. Rank held Innovator US Equity Buffer ETF March as of Q2 2026.

Based on Bellwether Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.