Commonwealth Equity Services’s Innovator US Equity Buffer ETF March BMAR Stock Holding History

Commonwealth Equity Services’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	$6.56M	Sell	113,796 -6,057	-5%	-$341K	0.01%	1217
2026 Q1	$6.29M	Buy	119,853 +2,803	+2%	+$150K	0.01%	1187
2025 Q4	$6.21M	Sell	117,050 -8,829	-7%	-$461K	0.01%	1172
2025 Q3	$6.5M	Sell	125,879 -9,012	-7%	-$453K	0.01%	1167
2025 Q2	$6.62M	Buy	134,891 +2,877	+2%	+$133K	0.01%	1129
2025 Q1	$6.01M	Buy	132,014 +12,210	+10%	+$569K	0.01%	1170
2024 Q4	$5.53M	Sell	119,804 -11,356	-9%	-$521K	0.01%	1171
2024 Q3	$5.91M	Buy	131,160 +8,017	+7%	+$350K	0.01%	1113
2024 Q2	$5.32M	Sell	123,143 -2,836	-2%	-$119K	0.01%	1151
2024 Q1	$5.25M	Buy	125,979 +75,108	+148%	+$3.05M	0.01%	1138
2023 Q4	$2.02M	Hold	50,871	–	–	﹤0.01%	1693
2023 Q3	$1.85M	Hold	50,871	–	–	﹤0.01%	1660
2023 Q2	$1.89M	Sell	50,871 -812	-2%	-$28.8K	﹤0.01%	1656
2023 Q1	$1.79K	Buy	51,683 +14,088	+37%	+$472K	﹤0.01%	1633
2022 Q4	$1.21M	Sell	37,595 -24,192	-39%	-$771K	﹤0.01%	1844
2022 Q3	$1.86M	Sell	61,787 -1,645	-3%	-$53K	﹤0.01%	1467
2022 Q2	$1.96M	Buy	63,432 +4,148	+7%	+$136K	0.01%	1453
2022 Q1	$2.08M	Sell	59,284 -53,673	-48%	-$1.84M	﹤0.01%	1482
2021 Q4	$3.91M	Sell	112,957 -13,769	-11%	-$468K	0.01%	1059
2021 Q3	$4.18M	Buy	126,726 +4,135	+3%	+$138K	0.01%	972
2021 Q2	$4.02M	Sell	122,591 -1,047	-0.8%	-$33.7K	0.01%	977
2021 Q1	$3.85M	Buy	123,638 +76,644	+163%	+$2.31M	0.01%	916
2020 Q4	$1.39M	Sell	46,994 -14,526	-24%	-$421K	﹤0.01%	1444
2020 Q3	$1.74M	Hold	61,520	–	–	0.01%	1174
2020 Q2	$1.65M	Buy	61,520 +40,310	+190%	+$1.04M	0.01%	1124
2020 Q1	$500K	Buy	+21,210	New	+$507K	﹤0.01%	1690

Other funds holding BMAR

BCM

Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return

MIM

Macroview Investment Management Bethesda, Maryland $162M AUM 22.52% 1-Year Est. Return

KAS

Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return

MPCL

My Personal CFO LLC Vancouver, Washington $256M AUM 22.12% 1-Year Est. Return

Lantz Financial Naperville, Illinois $546M AUM 23.57% 1-Year Est. Return

Chris Bulman Roseville, California $274M AUM 22.07% 1-Year Est. Return

FFA

Fragasso Financial Advisors Sewickley, Pennsylvania $1.88B AUM 23.81% 1-Year Est. Return

IIA

Integral Investment Advisors Turlock, California $454M AUM 21.42% 1-Year Est. Return

SWM

Spire Wealth Management Mclean, Virginia $3.31B AUM 38.78% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

Commonwealth Equity Services's BMAR Position: Q2 2026 in Review

Commonwealth Equity Services reduced its Innovator US Equity Buffer ETF March (BMAR) stake by 5.1% in Q2 2026, selling an estimated $341K and leaving 113,796 shares worth $6.56M. The position accounts for 0.01% of the portfolio, ranked #1217.

Commonwealth Equity Services first reported a position in BMAR in Q1 2020 and has held it in 26 quarters since. The position peaked at $6.62M in Q2 2025. 38 funds tracked by Wall St. Rank hold BMAR as of Q2 2026.

Commonwealth Equity Services held 113,796 shares of Innovator US Equity Buffer ETF March worth $6.56M as of Q2 2026.
Commonwealth Equity Services sold 6,057 Innovator US Equity Buffer ETF March shares in Q2 2026, an estimated $341K.
Innovator US Equity Buffer ETF March made up 0.01% of Commonwealth Equity Services's portfolio in Q2 2026, its #1217 holding.
Commonwealth Equity Services first reported a position in Innovator US Equity Buffer ETF March in Q1 2020 and has held it in 26 quarters since.
Commonwealth Equity Services's Innovator US Equity Buffer ETF March position peaked at $6.62M in Q2 2025.
38 funds tracked by Wall St. Rank held Innovator US Equity Buffer ETF March as of Q2 2026.

Based on Commonwealth Equity Services's 13F filing for Q2 2026, filed 29 Jul 2026.