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

CKW 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
2021
Q3 		– Sell
-6,605
Closed -$217K – 227
2021
Q2 		$217K Buy
+6,605
New +$212K 0.03% 35

Other funds holding BMAR

Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
BCM
Beck Capital Management Austin, Texas $437M AUM 59.35% 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
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
MSFS
Main Street Financial Solutions Newtown, Pennsylvania $1.37B AUM 23.84% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
DFA
DHJJ Financial Advisors Naperville, Illinois $347M AUM 22.07% 1-Year Est. Return
CW
CreativeOne Wealth Overland Park, Kansas $4.31B AUM 19.42% 1-Year Est. Return

CKW Financial Group's BMAR Position: Q3 2021 in Review

CKW Financial Group sold out of Innovator US Equity Buffer ETF March (BMAR) in Q3 2021, closing a stake of 6,605 shares — an estimated $217K sold.

CKW Financial Group first reported a position in BMAR in Q2 2021 and held it in 1 quarter. The position peaked at $217K in Q2 2021. 38 funds tracked by Wall St. Rank hold BMAR as of Q3 2021.

  • CKW Financial Group reported no remaining Innovator US Equity Buffer ETF March position as of Q3 2021 after selling out during the quarter.
  • CKW Financial Group sold 6,605 Innovator US Equity Buffer ETF March shares in Q3 2021, an estimated $217K.
  • CKW Financial Group first reported a position in Innovator US Equity Buffer ETF March in Q2 2021 and held it in 1 quarter.
  • CKW Financial Group's Innovator US Equity Buffer ETF March position peaked at $217K in Q2 2021.
  • 38 funds tracked by Wall St. Rank held Innovator US Equity Buffer ETF March as of Q3 2021.

Based on CKW Financial Group's 13F filing for Q3 2021, filed 12 Nov 2021.