Chapman Financial Group’s Innovator US Equity Buffer ETF March BMAR Stock Holding History

Chapman Financial Group’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	$15.7K	Hold	300	–	–	0.01%	209
2025 Q4	$15.9K	Hold	300	–	–	0.01%	208
2025 Q3	$15.5K	Hold	300	–	–	0.01%	205
2025 Q2	$14.7K	Buy	+300	New	+$13.9K	0.01%	172
2024 Q4	$13.8K	Buy	+300	New	+$13.8K	0.01%	177

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 $144M AUM 19.29% 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

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

Cerity Partners New York $70.8B AUM 21.68% 1-Year Est. Return

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 $26.4B AUM 21.05% 1-Year Est. Return

Chapman Financial Group's BMAR Position: Q1 2026 in Review

Chapman Financial Group held its Innovator US Equity Buffer ETF March (BMAR) position steady in Q1 2026 at 300 shares worth $15.7K. The position accounts for 0.01% of the portfolio, ranked #209.

Chapman Financial Group first reported a position in BMAR in Q4 2024 and has held it in 5 quarters since. The position peaked at $15.9K in Q4 2025. 100 funds tracked by Wall St. Rank hold BMAR as of Q1 2026.

Chapman Financial Group held 300 shares of Innovator US Equity Buffer ETF March worth $15.7K as of Q1 2026.
Chapman Financial Group left its Innovator US Equity Buffer ETF March share count unchanged in Q1 2026.
Innovator US Equity Buffer ETF March made up 0.01% of Chapman Financial Group's portfolio in Q1 2026, its #209 holding.
Chapman Financial Group first reported a position in Innovator US Equity Buffer ETF March in Q4 2024 and has held it in 5 quarters since.
Chapman Financial Group's Innovator US Equity Buffer ETF March position peaked at $15.9K in Q4 2025.
100 funds tracked by Wall St. Rank held Innovator US Equity Buffer ETF March as of Q1 2026.

Based on Chapman Financial Group's 13F filing for Q1 2026, filed 12 May 2026.