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 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

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

Clear Point Advisors's BMAR Position: Q1 2026 in Review

Clear Point Advisors sold out of Innovator US Equity Buffer ETF March (BMAR) in Q1 2026, closing a stake of 4,147 shares — an estimated $220K sold.

Clear Point Advisors first reported a position in BMAR in Q4 2023 and held it in 9 quarters. The position peaked at $266K in Q4 2024. 100 funds tracked by Wall St. Rank hold BMAR as of Q1 2026.

Clear Point Advisors reported no remaining Innovator US Equity Buffer ETF March position as of Q1 2026 after selling out during the quarter.
Clear Point Advisors sold 4,147 Innovator US Equity Buffer ETF March shares in Q1 2026, an estimated $220K.
Clear Point Advisors first reported a position in Innovator US Equity Buffer ETF March in Q4 2023 and held it in 9 quarters.
Clear Point Advisors's Innovator US Equity Buffer ETF March position peaked at $266K in Q4 2024.
100 funds tracked by Wall St. Rank held Innovator US Equity Buffer ETF March as of Q1 2026.

Based on Clear Point Advisors's 13F filing for Q1 2026, filed 29 Apr 2026.