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Bright Futures Wealth Management’s Innovator US Equity Buffer ETF March BMAR Stock Holding History

Bright Futures Wealth 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
Q4 		– Sell
-5,634
Closed -$256K – 139
2024
Q3 		$256K Hold
5,634
– – 0.12% 188
2024
Q2 		$240K Hold
5,634
– – 0.13% 178
2024
Q1 		$244K Buy
+5,634
New +$228K 0.13% 172

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
KAS
Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return
MPCL
My Personal CFO LLC Vancouver, Washington $256M AUM 22.12% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Bright Futures Wealth Management's BMAR Position: Q4 2024 in Review

Bright Futures Wealth Management sold out of Innovator US Equity Buffer ETF March (BMAR) in Q4 2024, closing a stake of 5,634 shares — an estimated $256K sold.

Bright Futures Wealth Management first reported a position in BMAR in Q1 2024 and held it in 3 quarters. The position peaked at $256K in Q3 2024. 97 funds tracked by Wall St. Rank hold BMAR as of Q4 2024.

  • Bright Futures Wealth Management reported no remaining Innovator US Equity Buffer ETF March position as of Q4 2024 after selling out during the quarter.
  • Bright Futures Wealth Management sold 5,634 Innovator US Equity Buffer ETF March shares in Q4 2024, an estimated $256K.
  • Bright Futures Wealth Management first reported a position in Innovator US Equity Buffer ETF March in Q1 2024 and held it in 3 quarters.
  • Bright Futures Wealth Management's Innovator US Equity Buffer ETF March position peaked at $256K in Q3 2024.
  • 97 funds tracked by Wall St. Rank held Innovator US Equity Buffer ETF March as of Q4 2024.

Based on Bright Futures Wealth Management's 13F filing for Q4 2024, filed 30 Jan 2025.