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Cape Investment Advisory’s Innovator US Equity Buffer ETF March BMAR Stock Holding History

Cape Investment Advisory’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
Q3 		$65K Hold
1,100
– – 0.02% 428
2026
Q2 		$63.4K Buy
+1,100
New +$62K 0.02% 438
2026
Q1 		– Sell
-1,100
Closed -$58.4K – 334
2025
Q4 		$58.4K Buy
+1,100
New +$57.4K 0.02% 384
2025
Q3 		– Sell
-1,100
Closed -$53.9K – 896
2025
Q2 		$53.9K Hold
1,100
– – 0.02% 361
2025
Q1 		$50.1K Hold
1,100
– – 0.02% 335
2024
Q4 		$50.8K Hold
1,100
– – 0.02% 333
2024
Q3 		$49.5K Hold
1,100
– – 0.02% 321
2024
Q2 		$47.5K Hold
1,100
– – 0.02% 301
2024
Q1 		$45.8K Hold
1,100
– – 0.02% 320
2023
Q4 		$43.6K Hold
1,100
– – 0.02% 371
2023
Q3 		$40K Hold
1,100
– – 0.02% 328
2023
Q2 		$40.8K Hold
1,100
– – 0.02% 317
2023
Q1 		$38.1K Buy
+1,100
New +$36.9K 0.02% 316

Other funds holding BMAR

FFA
Fragasso Financial Advisors Sewickley, Pennsylvania $1.99B AUM 16.69% 1-Year Est. Return
WCG
Weaver Consulting Group Huntington Beach, California $514M AUM 11.69% 1-Year Est. Return
SHFL
Seven Hills Financial, LLC Tallahassee, Florida $166M AUM
BSCCG
Blue Sky Capital Consultants Group Poway, California $239M AUM 14.34% 1-Year Est. Return
CA
CoreCap Advisors Southfield, Michigan $3.48B AUM 21.43% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

Cape Investment Advisory's BMAR Position: Q3 2026 in Review

Cape Investment Advisory held its Innovator US Equity Buffer ETF March (BMAR) position steady in Q3 2026 at 1,100 shares worth $65K. The position accounts for 0.02% of the portfolio, ranked #428.

Cape Investment Advisory first reported a position in BMAR in Q1 2023 and has held it in 13 quarters since. 7 funds tracked by Wall St. Rank hold BMAR as of Q3 2026.

  • Cape Investment Advisory held 1,100 shares of Innovator US Equity Buffer ETF March worth $65K as of Q3 2026.
  • Cape Investment Advisory left its Innovator US Equity Buffer ETF March share count unchanged in Q3 2026.
  • Innovator US Equity Buffer ETF March made up 0.02% of Cape Investment Advisory's portfolio in Q3 2026, its #428 holding.
  • Cape Investment Advisory first reported a position in Innovator US Equity Buffer ETF March in Q1 2023 and has held it in 13 quarters since.
  • 7 funds tracked by Wall St. Rank held Innovator US Equity Buffer ETF March as of Q3 2026.

Based on Cape Investment Advisory's 13F filing for Q3 2026, filed 13 Oct 2026.