Cetera Advisor Networks’s Innovator US Equity Buffer ETF March BMAR Stock Holding History

Cetera Advisor Networks’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
2024 Q1	$306K	Buy	+7,355	New	+$298K	﹤0.01%	2272
2022 Q2	–	Sell	-5,761	Closed	-$202K	–	2081
2022 Q1	$202K	Sell	5,761 -1,062	-16%	-$36.3K	﹤0.01%	1887
2021 Q4	$236K	Hold	6,823	–	–	﹤0.01%	1765
2021 Q3	$225K	Sell	6,823 -2,004	-23%	-$66.7K	﹤0.01%	1724
2021 Q2	$290K	Buy	+8,827	New	+$284K	﹤0.01%	1521
2020 Q3	–	Sell	-650	Closed	-$17K	–	1423
2020 Q2	$17K	Buy	+650	New	+$16.8K	﹤0.01%	2469

Other funds holding BMAR

OWA

Outlook Wealth Advisors Shenandoah, Texas $413M AUM 19.55% 1-Year Est. Return

PCS

Personal CFO Solutions Chester, New Jersey $712M AUM 25.3% 1-Year Est. Return

BCM

Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return

PCM

Penserra Capital Management Orinda, California $8.52B AUM 37.76% 1-Year Est. Return

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

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return

VBFP

Valtinson Bruner Financial Planning New Brighton, Minnesota $364M AUM 9.63% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

Cetera Advisor Networks's BMAR Position: Q1 2024 in Review

Cetera Advisor Networks opened a new position in Innovator US Equity Buffer ETF March (BMAR) in Q1 2024: 7,355 shares worth $306K. The stake represents ﹤0.01% of the portfolio and ranks #2272 among its holdings. This is a return to the name: Cetera Advisor Networks previously reported a position in BMAR as recently as Q1 2022.

Cetera Advisor Networks first reported a position in BMAR in Q2 2020 and has held it in 6 quarters since. 95 funds tracked by Wall St. Rank hold BMAR as of Q1 2024.

Cetera Advisor Networks held 7,355 shares of Innovator US Equity Buffer ETF March worth $306K as of Q1 2024.
Innovator US Equity Buffer ETF March was a new Cetera Advisor Networks position in Q1 2024.
Innovator US Equity Buffer ETF March made up ﹤0.01% of Cetera Advisor Networks's portfolio in Q1 2024, its #2272 holding.
Cetera Advisor Networks first reported a position in Innovator US Equity Buffer ETF March in Q2 2020 and has held it in 6 quarters since.
95 funds tracked by Wall St. Rank held Innovator US Equity Buffer ETF March as of Q1 2024.

Based on Cetera Advisor Networks's 13F filing for Q1 2024, filed 15 May 2024.