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
Q2 		$5.05M Buy
87,696
+2,754
+3% +$155K 0.01% 1095
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

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
TPW
Talon Private Wealth The Villages, Florida $855M AUM
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
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

Cerity Partners's BMAR Position: Q2 2026 in Review

Cerity Partners increased its Innovator US Equity Buffer ETF March (BMAR) stake by 3.2% in Q2 2026, buying an estimated $155K and bringing the position to 87,696 shares worth $5.05M. The position accounts for 0.01% of the portfolio, ranked #1095.

Cerity Partners first reported a position in BMAR in Q4 2022 and has held it in 15 quarters since. 107 funds tracked by Wall St. Rank hold BMAR as of Q2 2026.

  • Cerity Partners held 87,696 shares of Innovator US Equity Buffer ETF March worth $5.05M as of Q2 2026.
  • Cerity Partners bought 2,754 Innovator US Equity Buffer ETF March shares in Q2 2026, an estimated $155K.
  • Innovator US Equity Buffer ETF March made up 0.01% of Cerity Partners's portfolio in Q2 2026, its #1095 holding.
  • Cerity Partners first reported a position in Innovator US Equity Buffer ETF March in Q4 2022 and has held it in 15 quarters since.
  • 107 funds tracked by Wall St. Rank held Innovator US Equity Buffer ETF March as of Q2 2026.

Based on Cerity Partners's 13F filing for Q2 2026, filed 14 Aug 2026.