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

Crown Wealth Group’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	$254K	Hold	4,400	–	–	0.06%	127
2026 Q1	$231K	Hold	4,400	–	–	0.07%	128
2025 Q4	$233K	Hold	4,400	–	–	0.07%	124
2025 Q3	$227K	Hold	4,400	–	–	0.07%	110
2025 Q2	$216K	Hold	4,400	–	–	0.08%	108
2025 Q1	$200K	Hold	4,400	–	–	0.1%	105
2024 Q4	$203K	Buy	+4,400	New	+$202K	0.08%	110

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

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 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

Crown Wealth Group's BMAR Position: Q2 2026 in Review

Crown Wealth Group held its Innovator US Equity Buffer ETF March (BMAR) position steady in Q2 2026 at 4,400 shares worth $254K. The position accounts for 0.06% of the portfolio, ranked #127.

Crown Wealth Group first reported a position in BMAR in Q4 2024 and has held it in 7 quarters since. 38 funds tracked by Wall St. Rank hold BMAR as of Q2 2026.

Crown Wealth Group held 4,400 shares of Innovator US Equity Buffer ETF March worth $254K as of Q2 2026.
Crown Wealth Group left its Innovator US Equity Buffer ETF March share count unchanged in Q2 2026.
Innovator US Equity Buffer ETF March made up 0.06% of Crown Wealth Group's portfolio in Q2 2026, its #127 holding.
Crown Wealth Group first reported a position in Innovator US Equity Buffer ETF March in Q4 2024 and has held it in 7 quarters since.
38 funds tracked by Wall St. Rank held Innovator US Equity Buffer ETF March as of Q2 2026.

Based on Crown Wealth Group's 13F filing for Q2 2026, filed 21 Jul 2026.