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

Buska 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
2026 Q1	–	Sell	-4,693	Closed	-$249K	–	76
2025 Q4	$249K	Sell	4,693 -1,002	-18%	-$52.3K	0.09%	64
2025 Q3	$294K	Sell	5,695 -1,226	-18%	-$61.6K	0.09%	56
2025 Q2	$339K	Sell	6,921 -662	-9%	-$30.6K	0.09%	48
2025 Q1	$345K	Sell	7,583 -371	-5%	-$17.3K	0.11%	51
2024 Q4	$367K	Sell	7,954 -1,070	-12%	-$49.1K	0.12%	43
2024 Q3	$406K	Sell	9,024 -3,259	-27%	-$142K	0.14%	40
2024 Q2	$530K	Sell	12,283 -5,735	-32%	-$240K	0.21%	31
2024 Q1	$751K	Buy	+18,018	New	+$730K	0.33%	27

Other funds holding BMAR

PCM

Penserra Capital Management Orinda, California $13B AUM 71.84% 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

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

RPGK

Retirement Planning Group (Kansas) Leawood, Kansas $3.94B AUM 18.64% 1-Year Est. Return

Cerity Partners New York $82.7B AUM 28.53% 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

KAS

Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return

Buska Wealth Management's BMAR Position: Q1 2026 in Review

Buska Wealth Management sold out of Innovator US Equity Buffer ETF March (BMAR) in Q1 2026, closing a stake of 4,693 shares — an estimated $249K sold.

Buska Wealth Management first reported a position in BMAR in Q1 2024 and held it in 8 quarters. The position peaked at $751K in Q1 2024. 102 funds tracked by Wall St. Rank hold BMAR as of Q1 2026.

Buska Wealth Management reported no remaining Innovator US Equity Buffer ETF March position as of Q1 2026 after selling out during the quarter.
Buska Wealth Management sold 4,693 Innovator US Equity Buffer ETF March shares in Q1 2026, an estimated $249K.
Buska Wealth Management first reported a position in Innovator US Equity Buffer ETF March in Q1 2024 and held it in 8 quarters.
Buska Wealth Management's Innovator US Equity Buffer ETF March position peaked at $751K in Q1 2024.
102 funds tracked by Wall St. Rank held Innovator US Equity Buffer ETF March as of Q1 2026.

Based on Buska Wealth Management's 13F filing for Q1 2026, filed 13 Apr 2026.