Carson Wealth (CWM LLC)’s Innovator US Equity Buffer ETF March BMAR Stock Holding History

Carson Wealth (CWM LLC)’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	$945	Hold	18	–	–	﹤0.01%	5407
2025 Q4	$1K	Hold	18	–	–	﹤0.01%	5176
2025 Q3	$1K	Hold	18	–	–	﹤0.01%	5083
2025 Q2	$1K	Hold	18	–	–	﹤0.01%	4974
2025 Q1	$1K	Hold	18	–	–	﹤0.01%	4869
2024 Q4	$1K	Hold	18	–	–	﹤0.01%	4666
2024 Q3	$1K	Hold	18	–	–	﹤0.01%	4527
2024 Q2	$1K	Buy	18 +9	+100%	+$376	﹤0.01%	4321
2024 Q1	$0	Buy	+9	New	+$365	﹤0.01%	4331

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

Carson Wealth (CWM LLC)'s BMAR Position: Q1 2026 in Review

Carson Wealth (CWM LLC) held its Innovator US Equity Buffer ETF March (BMAR) position steady in Q1 2026 at 18 shares worth $945. The position accounts for ﹤0.01% of the portfolio, ranked #5407.

Carson Wealth (CWM LLC) first reported a position in BMAR in Q1 2024 and has held it in 9 quarters since. The position peaked at $1K in Q4 2025. 102 funds tracked by Wall St. Rank hold BMAR as of Q1 2026.

Carson Wealth (CWM LLC) held 18 shares of Innovator US Equity Buffer ETF March worth $945 as of Q1 2026.
Carson Wealth (CWM LLC) left its Innovator US Equity Buffer ETF March share count unchanged in Q1 2026.
Innovator US Equity Buffer ETF March made up ﹤0.01% of Carson Wealth (CWM LLC)'s portfolio in Q1 2026, its #5407 holding.
Carson Wealth (CWM LLC) first reported a position in Innovator US Equity Buffer ETF March in Q1 2024 and has held it in 9 quarters since.
Carson Wealth (CWM LLC)'s Innovator US Equity Buffer ETF March position peaked at $1K in Q4 2025.
102 funds tracked by Wall St. Rank held Innovator US Equity Buffer ETF March as of Q1 2026.

Based on Carson Wealth (CWM LLC)'s 13F filing for Q1 2026, filed 14 May 2026.