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

Capital Investment Advisory Services’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
-493
Closed -$21.3K – 984
2024
Q2 		$21.3K Sell
493
-381
-44% -$15.9K ﹤0.01% 761
2024
Q1 		$36.4K Sell
874
-76
-8% -$3.08K ﹤0.01% 697
2023
Q4 		$37.6K Hold
950
– – ﹤0.01% 703
2023
Q3 		$34.5K Sell
950
-140
-13% -$5.21K ﹤0.01% 675
2023
Q2 		$40.4K Hold
1,090
– – ﹤0.01% 627
2023
Q1 		$37.8K Hold
1,090
– – ﹤0.01% 620
2022
Q4 		$35.1K Hold
1,090
– – ﹤0.01% 645
2022
Q3 		$33K Sell
1,090
-1,510
-58% -$48.7K ﹤0.01% 607
2022
Q2 		$80K Sell
2,600
-350
-12% -$11.5K 0.01% 549
2022
Q1 		$103K Buy
+2,950
New +$101K 0.01% 567

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

Capital Investment Advisory Services's BMAR Position: Q3 2024 in Review

Capital Investment Advisory Services sold out of Innovator US Equity Buffer ETF March (BMAR) in Q3 2024, closing a stake of 493 shares — an estimated $21.3K sold.

Capital Investment Advisory Services first reported a position in BMAR in Q1 2022 and held it in 10 quarters. The position peaked at $103K in Q1 2022. 95 funds tracked by Wall St. Rank hold BMAR as of Q3 2024.

  • Capital Investment Advisory Services reported no remaining Innovator US Equity Buffer ETF March position as of Q3 2024 after selling out during the quarter.
  • Capital Investment Advisory Services sold 493 Innovator US Equity Buffer ETF March shares in Q3 2024, an estimated $21.3K.
  • Capital Investment Advisory Services first reported a position in Innovator US Equity Buffer ETF March in Q1 2022 and held it in 10 quarters.
  • Capital Investment Advisory Services's Innovator US Equity Buffer ETF March position peaked at $103K in Q1 2022.
  • 95 funds tracked by Wall St. Rank held Innovator US Equity Buffer ETF March as of Q3 2024.

Based on Capital Investment Advisory Services's 13F filing for Q3 2024, filed 30 Oct 2024.