Creative Financial Designs’s Innovator US Equity Buffer ETF March BMAR Stock Holding History

Creative Financial Designs’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	$26.2K	Hold	500	–	–	﹤0.01%	1116
2025 Q4	$26.5K	Hold	500	–	–	﹤0.01%	1072
2025 Q3	$25.8K	Hold	500	–	–	﹤0.01%	1068
2025 Q2	$24.5K	Hold	500	–	–	﹤0.01%	1071
2025 Q1	$22.8K	Hold	500	–	–	﹤0.01%	1049
2024 Q4	$23.1K	Hold	500	–	–	﹤0.01%	1011
2024 Q3	$22.5K	Hold	500	–	–	﹤0.01%	1001
2024 Q2	$21.6K	Hold	500	–	–	﹤0.01%	982
2024 Q1	$20.8K	Hold	500	–	–	﹤0.01%	954
2023 Q4	$19.8K	Hold	500	–	–	﹤0.01%	920
2023 Q3	$18.2K	Hold	500	–	–	﹤0.01%	877
2023 Q2	$18.6K	Hold	500	–	–	﹤0.01%	868
2023 Q1	$17.3K	Buy	+500	New	+$16.8K	﹤0.01%	845

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

Creative Financial Designs's BMAR Position: Q1 2026 in Review

Creative Financial Designs held its Innovator US Equity Buffer ETF March (BMAR) position steady in Q1 2026 at 500 shares worth $26.2K. The position accounts for ﹤0.01% of the portfolio, ranked #1116.

Creative Financial Designs first reported a position in BMAR in Q1 2023 and has held it in 13 quarters since. The position peaked at $26.5K in Q4 2025. 100 funds tracked by Wall St. Rank hold BMAR as of Q1 2026.

Creative Financial Designs held 500 shares of Innovator US Equity Buffer ETF March worth $26.2K as of Q1 2026.
Creative Financial Designs left its Innovator US Equity Buffer ETF March share count unchanged in Q1 2026.
Innovator US Equity Buffer ETF March made up ﹤0.01% of Creative Financial Designs's portfolio in Q1 2026, its #1116 holding.
Creative Financial Designs first reported a position in Innovator US Equity Buffer ETF March in Q1 2023 and has held it in 13 quarters since.
Creative Financial Designs's Innovator US Equity Buffer ETF March position peaked at $26.5K in Q4 2025.
100 funds tracked by Wall St. Rank held Innovator US Equity Buffer ETF March as of Q1 2026.

Based on Creative Financial Designs's 13F filing for Q1 2026, filed 13 Apr 2026.