CAPTRUST Financial Advisors
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CAPTRUST Financial Advisors’s Innovator US Equity Buffer ETF March BMAR Stock Holding History

CAPTRUST Financial Advisors’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 		$220K Hold
3,824
– – ﹤0.01% 2816
2026
Q1 		$201K Buy
+3,824
New +$204K ﹤0.01% 2684

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
Osaic Holdings
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
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return
Cerity Partners
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
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

CAPTRUST Financial Advisors's BMAR Position: Q2 2026 in Review

CAPTRUST Financial Advisors held its Innovator US Equity Buffer ETF March (BMAR) position steady in Q2 2026 at 3,824 shares worth $220K. The position accounts for ﹤0.01% of the portfolio, ranked #2816.

CAPTRUST Financial Advisors first reported a position in BMAR in Q1 2026 and has held it in 2 quarters since. 105 funds tracked by Wall St. Rank hold BMAR as of Q2 2026.

  • CAPTRUST Financial Advisors held 3,824 shares of Innovator US Equity Buffer ETF March worth $220K as of Q2 2026.
  • CAPTRUST Financial Advisors 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 CAPTRUST Financial Advisors's portfolio in Q2 2026, its #2816 holding.
  • CAPTRUST Financial Advisors first reported a position in Innovator US Equity Buffer ETF March in Q1 2026 and has held it in 2 quarters since.
  • 105 funds tracked by Wall St. Rank held Innovator US Equity Buffer ETF March as of Q2 2026.

Based on CAPTRUST Financial Advisors's 13F filing for Q2 2026, filed 13 Aug 2026.