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

Cypress Wealth Services’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	$257K	Hold	4,454	–	–	0.03%	368
2026 Q1	$234K	Buy	+4,454	New	+$238K	0.03%	349

Other funds holding BMAR

Lantz Financial Naperville, Illinois $546M AUM 23.57% 1-Year Est. Return

Fragasso Financial Advisors Sewickley, Pennsylvania $1.87B AUM 23.81% 1-Year Est. Return

Integral Investment Advisors Turlock, California $454M AUM 21.42% 1-Year Est. Return

TopTier Wealth Management Muskego, Wisconsin $166M AUM

Davenport & Co Richmond, Virginia $19.6B AUM 18.11% 1-Year Est. Return

CoreCap Advisors Southfield, Michigan $3.39B AUM 31.21% 1-Year Est. Return