D.B. Root & Company
BMAR icon

D.B. Root & Company’s Innovator US Equity Buffer ETF March BMAR Stock Holding History

D.B. Root & Company’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
Q3 		– Sell
-3,998
Closed -$230K – 196
2026
Q2 		$230K Sell
3,998
-296
-7% -$16.7K 0.05% 190
2026
Q1 		$225K Buy
+4,294
New +$229K 0.05% 184

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Blue Bell Private Wealth Management
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D.B. Root & Company's BMAR Position: Q3 2026 in Review

D.B. Root & Company sold out of Innovator US Equity Buffer ETF March (BMAR) in Q3 2026, closing a stake of 3,998 shares — an estimated $230K sold.

D.B. Root & Company first reported a position in BMAR in Q1 2026 and held it in 2 quarters. The position peaked at $230K in Q2 2026. 64 funds tracked by Wall St. Rank hold BMAR as of Q3 2026.

  • D.B. Root & Company reported no remaining Innovator US Equity Buffer ETF March position as of Q3 2026 after selling out during the quarter.
  • D.B. Root & Company sold 3,998 Innovator US Equity Buffer ETF March shares in Q3 2026, an estimated $230K.
  • D.B. Root & Company first reported a position in Innovator US Equity Buffer ETF March in Q1 2026 and held it in 2 quarters.
  • D.B. Root & Company's Innovator US Equity Buffer ETF March position peaked at $230K in Q2 2026.
  • 64 funds tracked by Wall St. Rank held Innovator US Equity Buffer ETF March as of Q3 2026.

Based on D.B. Root & Company's 13F filing for Q3 2026, filed 4 Nov 2026.