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 Q2	$28.8K	Hold	500	–	–	﹤0.01%	1191
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

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

Creative Financial Designs's BMAR Position: Q2 2026 in Review

Creative Financial Designs held its Innovator US Equity Buffer ETF March (BMAR) position steady in Q2 2026 at 500 shares worth $28.8K. The position accounts for ﹤0.01% of the portfolio, ranked #1191.

Creative Financial Designs first reported a position in BMAR in Q1 2023 and has held it in 14 quarters since. 107 funds tracked by Wall St. Rank hold BMAR as of Q2 2026.

Creative Financial Designs held 500 shares of Innovator US Equity Buffer ETF March worth $28.8K as of Q2 2026.
Creative Financial Designs left its Innovator US Equity Buffer ETF March share count unchanged in Q2 2026.
Innovator US Equity Buffer ETF March made up ﹤0.01% of Creative Financial Designs's portfolio in Q2 2026, its #1191 holding.
Creative Financial Designs first reported a position in Innovator US Equity Buffer ETF March in Q1 2023 and has held it in 14 quarters since.
107 funds tracked by Wall St. Rank held Innovator US Equity Buffer ETF March as of Q2 2026.

Based on Creative Financial Designs's 13F filing for Q2 2026, filed 28 Jul 2026.