CreativeOne Wealth’s Innovator US Equity Buffer ETF March BMAR Stock Holding History

CreativeOne Wealth’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	$369K	Buy	7,037 +331	+5%	+$17.7K	0.01%	904
2025 Q4	$356K	Sell	6,706 -7	-0.1%	-$365	0.01%	889
2025 Q3	$346K	Sell	6,713 -626	-9%	-$31.5K	0.01%	898
2025 Q2	$360K	Sell	7,339 -57	-0.8%	-$2.63K	0.01%	859
2025 Q1	$337K	Sell	7,396 -228	-3%	-$10.6K	0.01%	823
2024 Q4	$352K	Buy	+7,624	New	+$350K	0.01%	814
2023 Q2	–	Sell	-14,625	Closed	-$507K	–	836
2023 Q1	$507K	Buy	14,625 +8,275	+130%	+$277K	0.03%	467
2022 Q4	$204K	Sell	6,350 -14,440	-69%	-$460K	0.01%	692
2022 Q3	$627K	Hold	20,790	–	–	0.04%	355
2022 Q2	$643K	Hold	20,790	–	–	0.03%	345
2022 Q1	$728K	Sell	20,790 -810	-4%	-$27.7K	0.04%	340
2021 Q4	$748K	Hold	21,600	–	–	0.04%	345
2021 Q3	$712K	Hold	21,600	–	–	0.04%	314
2021 Q2	$709K	Hold	21,600	–	–	0.04%	313
2021 Q1	$672K	Buy	+21,600	New	+$651K	0.05%	273

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 $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 $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 $31B AUM 28.39% 1-Year Est. Return

CreativeOne Wealth's BMAR Position: Q1 2026 in Review

CreativeOne Wealth increased its Innovator US Equity Buffer ETF March (BMAR) stake by 4.9% in Q1 2026, buying an estimated $17.7K and bringing the position to 7,037 shares worth $369K. The position accounts for 0.01% of the portfolio, ranked #904.

CreativeOne Wealth first reported a position in BMAR in Q1 2021 and has held it in 15 quarters since. The position peaked at $748K in Q4 2021. 101 funds tracked by Wall St. Rank hold BMAR as of Q1 2026.

CreativeOne Wealth held 7,037 shares of Innovator US Equity Buffer ETF March worth $369K as of Q1 2026.
CreativeOne Wealth bought 331 Innovator US Equity Buffer ETF March shares in Q1 2026, an estimated $17.7K.
Innovator US Equity Buffer ETF March made up 0.01% of CreativeOne Wealth's portfolio in Q1 2026, its #904 holding.
CreativeOne Wealth first reported a position in Innovator US Equity Buffer ETF March in Q1 2021 and has held it in 15 quarters since.
CreativeOne Wealth's Innovator US Equity Buffer ETF March position peaked at $748K in Q4 2021.
101 funds tracked by Wall St. Rank held Innovator US Equity Buffer ETF March as of Q1 2026.

Based on CreativeOne Wealth's 13F filing for Q1 2026, filed 15 May 2026.