Continuum Advisory’s Innovator US Equity Buffer ETF March BMAR Stock Holding History

Continuum Advisory’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	$331K	Sell	5,750 -26	-0.5%	-$1.47K	0.03%	371
2026 Q1	$303K	Hold	5,776	–	–	0.03%	363
2025 Q4	$306K	Hold	5,776	–	–	0.03%	357
2025 Q3	$298K	Hold	5,776	–	–	0.03%	358
2025 Q2	$283K	Hold	5,776	–	–	0.03%	350
2025 Q1	$263K	Buy	5,776 +518	+10%	+$24.2K	0.03%	345
2024 Q4	$243K	Hold	5,258	–	–	0.03%	354
2024 Q3	$242K	Sell	5,258 -134	-2%	-$5.86K	0.03%	363
2024 Q2	$233K	Hold	5,392	–	–	0.03%	345
2024 Q1	$224K	Sell	5,392 -116	-2%	-$4.7K	0.03%	358
2023 Q4	$218K	Buy	+5,508	New	+$207K	0.03%	424

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 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 Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return

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 St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Continuum Advisory's BMAR Position: Q2 2026 in Review

Continuum Advisory reduced its Innovator US Equity Buffer ETF March (BMAR) stake by 0.45% in Q2 2026, selling an estimated $1.47K and leaving 5,750 shares worth $331K. The position accounts for 0.03% of the portfolio, ranked #371.

Continuum Advisory first reported a position in BMAR in Q4 2023 and has held it in 11 quarters since. 107 funds tracked by Wall St. Rank hold BMAR as of Q2 2026.

Continuum Advisory held 5,750 shares of Innovator US Equity Buffer ETF March worth $331K as of Q2 2026.
Continuum Advisory sold 26 Innovator US Equity Buffer ETF March shares in Q2 2026, an estimated $1.47K.
Innovator US Equity Buffer ETF March made up 0.03% of Continuum Advisory's portfolio in Q2 2026, its #371 holding.
Continuum Advisory first reported a position in Innovator US Equity Buffer ETF March in Q4 2023 and has held it in 11 quarters since.
107 funds tracked by Wall St. Rank held Innovator US Equity Buffer ETF March as of Q2 2026.

Based on Continuum Advisory's 13F filing for Q2 2026, filed 6 Aug 2026.