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

COFG 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
Q2 		$424K Hold
7,360
– – 0.07% 191
2026
Q1 		$386K Buy
7,360
+381
+5% +$20.4K 0.1% 137
2025
Q4 		$370K Buy
+6,979
New +$364K 0.09% 145

Other funds holding BMAR

BCM
Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return
PCM
Penserra Capital Management Orinda, California $13B AUM 71.84% 1-Year Est. Return
TPW
Talon Private Wealth The Villages, Florida $855M AUM
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
MIM
Macroview Investment Management Bethesda, Maryland $162M AUM 22.52% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return
Cerity Partners
Cerity Partners New York $82.7B AUM 28.53% 1-Year Est. Return
RPGK
Retirement Planning Group (Kansas) Leawood, Kansas $3.94B AUM 18.64% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

COFG Advisors's BMAR Position: Q2 2026 in Review

COFG Advisors held its Innovator US Equity Buffer ETF March (BMAR) position steady in Q2 2026 at 7,360 shares worth $424K. The position accounts for 0.07% of the portfolio, ranked #191.

COFG Advisors first reported a position in BMAR in Q4 2025 and has held it in 3 quarters since. 107 funds tracked by Wall St. Rank hold BMAR as of Q2 2026.

  • COFG Advisors held 7,360 shares of Innovator US Equity Buffer ETF March worth $424K as of Q2 2026.
  • COFG Advisors left its Innovator US Equity Buffer ETF March share count unchanged in Q2 2026.
  • Innovator US Equity Buffer ETF March made up 0.07% of COFG Advisors's portfolio in Q2 2026, its #191 holding.
  • COFG Advisors first reported a position in Innovator US Equity Buffer ETF March in Q4 2025 and has held it in 3 quarters since.
  • 107 funds tracked by Wall St. Rank held Innovator US Equity Buffer ETF March as of Q2 2026.

Based on COFG Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.