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Castleview Partners’s Innovator US Equity Buffer ETF March BMAR Stock Holding History

Castleview Partners’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
2025
Q1 		– Sell
-946
Closed -$43.6K – 221
2024
Q4 		$43.6K Hold
946
– – 0.02% 352
2024
Q3 		$42.6K Sell
946
-776
-45% -$33.9K 0.02% 345
2024
Q2 		$74.3K Hold
1,722
– – 0.04% 269
2024
Q1 		$71.8K Hold
1,722
– – 0.04% 299
2023
Q4 		$68.2K Buy
+1,722
New +$64.7K 0.05% 251

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
MIM
Macroview Investment Management Bethesda, Maryland $144M AUM 19.29% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 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
Cerity Partners
Cerity Partners New York $70.8B AUM 21.68% 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

Castleview Partners's BMAR Position: Q1 2025 in Review

Castleview Partners sold out of Innovator US Equity Buffer ETF March (BMAR) in Q1 2025, closing a stake of 946 shares — an estimated $43.6K sold.

Castleview Partners first reported a position in BMAR in Q4 2023 and held it in 5 quarters. The position peaked at $74.3K in Q2 2024. 103 funds tracked by Wall St. Rank hold BMAR as of Q1 2025.

  • Castleview Partners reported no remaining Innovator US Equity Buffer ETF March position as of Q1 2025 after selling out during the quarter.
  • Castleview Partners sold 946 Innovator US Equity Buffer ETF March shares in Q1 2025, an estimated $43.6K.
  • Castleview Partners first reported a position in Innovator US Equity Buffer ETF March in Q4 2023 and held it in 5 quarters.
  • Castleview Partners's Innovator US Equity Buffer ETF March position peaked at $74.3K in Q2 2024.
  • 103 funds tracked by Wall St. Rank held Innovator US Equity Buffer ETF March as of Q1 2025.

Based on Castleview Partners's 13F filing for Q1 2025, filed 22 Apr 2025.