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Belpointe Asset Management’s Innovator US Equity Buffer ETF March BMAR Stock Holding History

Belpointe Asset 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
2024
Q3 		– Sell
-47,047
Closed -$2.03M – 937
2024
Q2 		$2.03M Buy
47,047
+593
+1% +$24.8K 0.14% 140
2024
Q1 		$1.94M Buy
+46,454
New +$1.88M 0.15% 130

Other funds holding BMAR

OWA
Outlook Wealth Advisors Shenandoah, Texas $413M AUM 19.55% 1-Year Est. Return
PCM
Penserra Capital Management Orinda, California $8.52B AUM 37.76% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
RPGK
Retirement Planning Group (Kansas) Leawood, Kansas $3.23B AUM 15.3% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
VBFP
Valtinson Bruner Financial Planning New Brighton, Minnesota $364M AUM 9.63% 1-Year Est. Return
MPCL
My Personal CFO LLC Vancouver, Washington $256M AUM 22.12% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
FFA
Fragasso Financial Advisors Sewickley, Pennsylvania $1.88B AUM 23.81% 1-Year Est. Return

Belpointe Asset Management's BMAR Position: Q3 2024 in Review

Belpointe Asset Management sold out of Innovator US Equity Buffer ETF March (BMAR) in Q3 2024, closing a stake of 47,047 shares — an estimated $2.03M sold.

Belpointe Asset Management first reported a position in BMAR in Q1 2024 and held it in 2 quarters. The position peaked at $2.03M in Q2 2024. 95 funds tracked by Wall St. Rank hold BMAR as of Q3 2024.

  • Belpointe Asset Management reported no remaining Innovator US Equity Buffer ETF March position as of Q3 2024 after selling out during the quarter.
  • Belpointe Asset Management sold 47,047 Innovator US Equity Buffer ETF March shares in Q3 2024, an estimated $2.03M.
  • Belpointe Asset Management first reported a position in Innovator US Equity Buffer ETF March in Q1 2024 and held it in 2 quarters.
  • Belpointe Asset Management's Innovator US Equity Buffer ETF March position peaked at $2.03M in Q2 2024.
  • 95 funds tracked by Wall St. Rank held Innovator US Equity Buffer ETF March as of Q3 2024.

Based on Belpointe Asset Management's 13F filing for Q3 2024, filed 13 Nov 2024.