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Chicago Partners Investment Group’s Innovator US Equity Buffer ETF March BMAR Stock Holding History

Chicago Partners Investment 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
2023
Q2 		– Sell
-6,675
Closed -$234K – 688
2023
Q1 		$234K Buy
+6,675
New +$224K 0.01% 575

Other funds holding BMAR

RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
NA
NewEdge Advisors New Orleans, Louisiana $27.7B AUM 22.98% 1-Year Est. Return
PCM
Penserra Capital Management Orinda, California $8.52B AUM 37.76% 1-Year Est. Return
VBFP
Valtinson Bruner Financial Planning New Brighton, Minnesota $364M AUM 9.63% 1-Year Est. Return
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $40.4B AUM 21.2% 1-Year Est. Return
W
WPWealth Fort Worth, Texas $654M AUM 13.19% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
MSFS
Main Street Financial Solutions Newtown, Pennsylvania $1.37B AUM 23.84% 1-Year Est. Return

Chicago Partners Investment Group's BMAR Position: Q2 2023 in Review

Chicago Partners Investment Group sold out of Innovator US Equity Buffer ETF March (BMAR) in Q2 2023, closing a stake of 6,675 shares — an estimated $234K sold.

Chicago Partners Investment Group first reported a position in BMAR in Q1 2023 and held it in 1 quarter. The position peaked at $234K in Q1 2023. 70 funds tracked by Wall St. Rank hold BMAR as of Q2 2023.

  • Chicago Partners Investment Group reported no remaining Innovator US Equity Buffer ETF March position as of Q2 2023 after selling out during the quarter.
  • Chicago Partners Investment Group sold 6,675 Innovator US Equity Buffer ETF March shares in Q2 2023, an estimated $234K.
  • Chicago Partners Investment Group first reported a position in Innovator US Equity Buffer ETF March in Q1 2023 and held it in 1 quarter.
  • Chicago Partners Investment Group's Innovator US Equity Buffer ETF March position peaked at $234K in Q1 2023.
  • 70 funds tracked by Wall St. Rank held Innovator US Equity Buffer ETF March as of Q2 2023.

Based on Chicago Partners Investment Group's 13F filing for Q2 2023, filed 8 Aug 2023.