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

Clear Point 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
2026 Q3	$255K	Buy	+4,320	New	+$253K	0.17%	119
2026 Q1	–	Sell	-4,147	Closed	-$220K	–	80
2025 Q4	$220K	Sell	4,147 -400	-9%	-$20.9K	0.17%	119
2025 Q3	$235K	Hold	4,547	–	–	0.18%	107
2025 Q2	$223K	Sell	4,547 -1,227	-21%	-$56.7K	0.19%	104
2025 Q1	$263K	Hold	5,774	–	–	0.24%	93
2024 Q4	$266K	Hold	5,774	–	–	0.23%	100
2024 Q3	$260K	Hold	5,774	–	–	0.2%	99
2024 Q2	$249K	Hold	5,774	–	–	0.2%	97
2024 Q1	$241K	Hold	5,774	–	–	0.2%	98
2023 Q4	$229K	Buy	+5,774	New	+$217K	0.2%	93

Other funds holding BMAR

Macroview Investment Management Bethesda, Maryland $167M AUM 15.37% 1-Year Est. Return

RPGK

Retirement Planning Group (Kansas) Leawood, Kansas $4.01B AUM 11.74% 1-Year Est. Return

Blue Bell Private Wealth Management Blue Bell, Pennsylvania $840M AUM 13.7% 1-Year Est. Return

My Personal CFO LLC Vancouver, Washington $279M AUM 23.15% 1-Year Est. Return

Lantz Financial Naperville, Illinois $549M AUM 18.02% 1-Year Est. Return

Brookstone Capital Management Wheaton, Illinois $10.1B AUM 17.94% 1-Year Est. Return

Fragasso Financial Advisors Sewickley, Pennsylvania $1.99B AUM 16.69% 1-Year Est. Return

Concurrent Investment Advisors Tampa, Florida $14.5B AUM 24.52% 1-Year Est. Return

Spire Wealth Management Mclean, Virginia $3.27B AUM 30.11% 1-Year Est. Return

Chris Bulman Roseville, California $285M AUM 15.3% 1-Year Est. Return

Clear Point Advisors's BMAR Position: Q3 2026 in Review

Clear Point Advisors opened a new position in Innovator US Equity Buffer ETF March (BMAR) in Q3 2026: 4,320 shares worth $255K. The stake represents 0.17% of the portfolio and ranks #119 among its holdings. This is a return to the name: Clear Point Advisors previously reported a position in BMAR as recently as Q4 2025.

Clear Point Advisors first reported a position in BMAR in Q4 2023 and has held it in 10 quarters since. The position peaked at $266K in Q4 2024. 42 funds tracked by Wall St. Rank hold BMAR as of Q3 2026.

Clear Point Advisors held 4,320 shares of Innovator US Equity Buffer ETF March worth $255K as of Q3 2026.
Innovator US Equity Buffer ETF March was a new Clear Point Advisors position in Q3 2026.
Innovator US Equity Buffer ETF March made up 0.17% of Clear Point Advisors's portfolio in Q3 2026, its #119 holding.
Clear Point Advisors first reported a position in Innovator US Equity Buffer ETF March in Q4 2023 and has held it in 10 quarters since.
Clear Point Advisors's Innovator US Equity Buffer ETF March position peaked at $266K in Q4 2024.
42 funds tracked by Wall St. Rank held Innovator US Equity Buffer ETF March as of Q3 2026.

Based on Clear Point Advisors's 13F filing for Q3 2026, filed 30 Oct 2026.