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 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

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

Bellwether Advisors's BMAR Position: Q1 2026 in Review

Bellwether Advisors held its Innovator US Equity Buffer ETF March (BMAR) position steady in Q1 2026 at 10,709 shares worth $562K. The position accounts for 0.1% of the portfolio, ranked #110.

Bellwether Advisors first reported a position in BMAR in Q4 2020 and has held it in 22 quarters since. The position peaked at $615K in Q4 2021. 100 funds tracked by Wall St. Rank hold BMAR as of Q1 2026.

Bellwether Advisors held 10,709 shares of Innovator US Equity Buffer ETF March worth $562K as of Q1 2026.
Bellwether Advisors left its Innovator US Equity Buffer ETF March share count unchanged in Q1 2026.
Innovator US Equity Buffer ETF March made up 0.1% of Bellwether Advisors's portfolio in Q1 2026, its #110 holding.
Bellwether Advisors first reported a position in Innovator US Equity Buffer ETF March in Q4 2020 and has held it in 22 quarters since.
Bellwether Advisors's Innovator US Equity Buffer ETF March position peaked at $615K in Q4 2021.
100 funds tracked by Wall St. Rank held Innovator US Equity Buffer ETF March as of Q1 2026.

Based on Bellwether Advisors's 13F filing for Q1 2026, filed 12 May 2026.