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

Cetera Advisors’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	$941K	Buy	22,580 +10,270	+83%	+$416K	0.01%	1189
2023 Q4	$488K	Sell	12,310 -2,855	-19%	-$107K	0.01%	1141
2023 Q3	$551K	Hold	15,165	–	–	0.01%	1004
2023 Q2	$563K	Sell	15,165 -1,204	-7%	-$42.7K	0.01%	988
2023 Q1	$567K	Buy	16,369 +8,096	+98%	+$271K	0.01%	958
2022 Q4	$266K	Hold	8,273	–	–	﹤0.01%	1298
2022 Q3	$250K	Hold	8,273	–	–	0.01%	1045
2022 Q2	$256K	Hold	8,273	–	–	0.01%	1112
2022 Q1	$290K	Buy	+8,273	New	+$283K	0.01%	1120

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 $71.6B AUM 21.08% 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 $38.8B AUM 21.88% 1-Year Est. Return

Cetera Advisors's BMAR Position: Q1 2024 in Review

Cetera Advisors increased its Innovator US Equity Buffer ETF March (BMAR) stake by 83% in Q1 2024, buying an estimated $416K and bringing the position to 22,580 shares worth $941K. The position accounts for 0.01% of the portfolio, ranked #1189.

Cetera Advisors first reported a position in BMAR in Q1 2022 and has held it in 9 quarters since. 95 funds tracked by Wall St. Rank hold BMAR as of Q1 2024.

Cetera Advisors held 22,580 shares of Innovator US Equity Buffer ETF March worth $941K as of Q1 2024.
Cetera Advisors bought 10,270 Innovator US Equity Buffer ETF March shares in Q1 2024, an estimated $416K.
Innovator US Equity Buffer ETF March made up 0.01% of Cetera Advisors's portfolio in Q1 2024, its #1189 holding.
Cetera Advisors first reported a position in Innovator US Equity Buffer ETF March in Q1 2022 and has held it in 9 quarters since.
95 funds tracked by Wall St. Rank held Innovator US Equity Buffer ETF March as of Q1 2024.

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