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

Cerity 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
2026
Q1 		$4.46M Buy
84,942
+13,928
+20% +$744K 0.01% 1067
2025
Q4 		$3.77M Sell
71,014
-14,269
-17% -$744K 0.01% 1056
2025
Q3 		$4.4M Sell
85,283
-967
-1% -$48.6K 0.01% 914
2025
Q2 		$4.23M Sell
86,250
-359
-0.4% -$16.6K 0.01% 883
2025
Q1 		$3.94M Buy
86,609
+45,502
+111% +$2.12M 0.01% 824
2024
Q4 		$1.9M Sell
41,107
-3,142
-7% -$144K ﹤0.01% 1127
2024
Q3 		$1.99M Sell
44,249
-958
-2% -$41.9K ﹤0.01% 1094
2024
Q2 		$1.95M Buy
45,207
+500
+1% +$20.9K 0.01% 920
2024
Q1 		$1.86M Buy
44,707
+32,052
+253% +$1.3M ﹤0.01% 1001
2023
Q4 		$501K Sell
12,655
-1,330
-10% -$50K ﹤0.01% 1272
2023
Q3 		$508K Hold
13,985
– – ﹤0.01% 976
2023
Q2 		$519K Sell
13,985
-45,018
-76% -$1.6M ﹤0.01% 1163
2023
Q1 		$2.05M Sell
59,003
-13,000
-18% -$436K ﹤0.01% 720
2022
Q4 		$2.32M Buy
+72,003
New +$2.29M 0.01% 502

Other funds holding BMAR

PCM
Penserra Capital Management Orinda, California $8.52B AUM 37.76% 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 $94.2B AUM 21.24% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
RPGK
Retirement Planning Group (Kansas) Leawood, Kansas $3.23B AUM 15.3% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
VBFP
Valtinson Bruner Financial Planning New Brighton, Minnesota $364M AUM 9.63% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Cerity Partners's BMAR Position: Q1 2026 in Review

Cerity Partners increased its Innovator US Equity Buffer ETF March (BMAR) stake by 20% in Q1 2026, buying an estimated $744K and bringing the position to 84,942 shares worth $4.46M. The position accounts for 0.01% of the portfolio, ranked #1067.

Cerity Partners first reported a position in BMAR in Q4 2022 and has held it in 14 quarters since. 101 funds tracked by Wall St. Rank hold BMAR as of Q1 2026.

  • Cerity Partners held 84,942 shares of Innovator US Equity Buffer ETF March worth $4.46M as of Q1 2026.
  • Cerity Partners bought 13,928 Innovator US Equity Buffer ETF March shares in Q1 2026, an estimated $744K.
  • Innovator US Equity Buffer ETF March made up 0.01% of Cerity Partners's portfolio in Q1 2026, its #1067 holding.
  • Cerity Partners first reported a position in Innovator US Equity Buffer ETF March in Q4 2022 and has held it in 14 quarters since.
  • 101 funds tracked by Wall St. Rank held Innovator US Equity Buffer ETF March as of Q1 2026.

Based on Cerity Partners's 13F filing for Q1 2026, filed 15 May 2026.