Benjamin Edwards Inc’s Innovator US Equity Buffer ETF March BMAR Stock Holding History

Benjamin Edwards Inc’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	$629K	Hold	10,922	–	–	0.01%	972
2026 Q1	$573K	Buy	10,922 +25	+0.2%	+$1.34K	0.01%	949
2025 Q4	$578K	Sell	10,897 -300	-3%	-$15.7K	0.01%	905
2025 Q3	$578K	Hold	11,197	–	–	0.01%	891
2025 Q2	$549K	Hold	11,197	–	–	0.01%	825
2025 Q1	$510K	Buy	11,197 +1,260	+13%	+$58.8K	0.01%	772
2024 Q4	$458K	Hold	9,937	–	–	0.01%	845
2024 Q3	$447K	Buy	+9,937	New	+$434K	0.01%	825

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

TPW

Talon Private Wealth The Villages, Florida $855M AUM

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

Benjamin Edwards Inc's BMAR Position: Q2 2026 in Review

Benjamin Edwards Inc held its Innovator US Equity Buffer ETF March (BMAR) position steady in Q2 2026 at 10,922 shares worth $629K. The position accounts for 0.01% of the portfolio, ranked #972.

Benjamin Edwards Inc first reported a position in BMAR in Q3 2024 and has held it in 8 quarters since. 107 funds tracked by Wall St. Rank hold BMAR as of Q2 2026.

Benjamin Edwards Inc held 10,922 shares of Innovator US Equity Buffer ETF March worth $629K as of Q2 2026.
Benjamin Edwards Inc left its Innovator US Equity Buffer ETF March share count unchanged in Q2 2026.
Innovator US Equity Buffer ETF March made up 0.01% of Benjamin Edwards Inc's portfolio in Q2 2026, its #972 holding.
Benjamin Edwards Inc first reported a position in Innovator US Equity Buffer ETF March in Q3 2024 and has held it in 8 quarters since.
107 funds tracked by Wall St. Rank held Innovator US Equity Buffer ETF March as of Q2 2026.

Based on Benjamin Edwards Inc's 13F filing for Q2 2026, filed 24 Jul 2026.