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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
Q2 		$230K Sell
3,998
-296
-7% -$16.7K 0.05% 190
2026
Q1 		$225K Buy
+4,294
New +$229K 0.05% 184

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
Osaic Holdings
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
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return
Cerity Partners
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
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
VBFP
Valtinson Bruner Financial Planning New Brighton, Minnesota $399M AUM 12.95% 1-Year Est. Return

D.B. Root & Company's BMAR Position: Q2 2026 in Review

D.B. Root & Company reduced its Innovator US Equity Buffer ETF March (BMAR) stake by 6.9% in Q2 2026, selling an estimated $16.7K and leaving 3,998 shares worth $230K. The position accounts for 0.05% of the portfolio, ranked #190.

D.B. Root & Company first reported a position in BMAR in Q1 2026 and has held it in 2 quarters since. 105 funds tracked by Wall St. Rank hold BMAR as of Q2 2026.

  • D.B. Root & Company held 3,998 shares of Innovator US Equity Buffer ETF March worth $230K as of Q2 2026.
  • D.B. Root & Company sold 296 Innovator US Equity Buffer ETF March shares in Q2 2026, an estimated $16.7K.
  • Innovator US Equity Buffer ETF March made up 0.05% of D.B. Root & Company's portfolio in Q2 2026, its #190 holding.
  • D.B. Root & Company first reported a position in Innovator US Equity Buffer ETF March in Q1 2026 and has held it in 2 quarters since.
  • 105 funds tracked by Wall St. Rank held Innovator US Equity Buffer ETF March as of Q2 2026.

Based on D.B. Root & Company's 13F filing for Q2 2026, filed 13 Aug 2026.