CLA (CliftonLarsonAllen) Wealth Advisors’s Innovator US Equity Buffer ETF March BMAR Stock Holding History

CLA (CliftonLarsonAllen) Wealth 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
2021 Q4	–	Sell	-7,644	Closed	-$252K	–	186
2021 Q3	$252K	Hold	7,644	–	–	0.01%	284
2021 Q2	$251K	Buy	+7,644	New	+$246K	0.01%	287

Other funds holding BMAR

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 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

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

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

Janney Montgomery Scott Philadelphia, Pennsylvania $40.4B AUM 21.2% 1-Year Est. Return

MSFS

Main Street Financial Solutions Newtown, Pennsylvania $1.37B AUM 23.84% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

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

CLA (CliftonLarsonAllen) Wealth Advisors's BMAR Position: Q4 2021 in Review

CLA (CliftonLarsonAllen) Wealth Advisors sold out of Innovator US Equity Buffer ETF March (BMAR) in Q4 2021, closing a stake of 7,644 shares — an estimated $252K sold.

CLA (CliftonLarsonAllen) Wealth Advisors first reported a position in BMAR in Q2 2021 and held it in 2 quarters. The position peaked at $252K in Q3 2021. 41 funds tracked by Wall St. Rank hold BMAR as of Q4 2021.

CLA (CliftonLarsonAllen) Wealth Advisors reported no remaining Innovator US Equity Buffer ETF March position as of Q4 2021 after selling out during the quarter.
CLA (CliftonLarsonAllen) Wealth Advisors sold 7,644 Innovator US Equity Buffer ETF March shares in Q4 2021, an estimated $252K.
CLA (CliftonLarsonAllen) Wealth Advisors first reported a position in Innovator US Equity Buffer ETF March in Q2 2021 and held it in 2 quarters.
CLA (CliftonLarsonAllen) Wealth Advisors's Innovator US Equity Buffer ETF March position peaked at $252K in Q3 2021.
41 funds tracked by Wall St. Rank held Innovator US Equity Buffer ETF March as of Q4 2021.

Based on CLA (CliftonLarsonAllen) Wealth Advisors's 13F filing for Q4 2021, filed 26 Jan 2022.