DHJJ Financial Advisors’s Innovator US Equity Buffer ETF March BMAR Stock Holding History

DHJJ Financial Advisors’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	$898K	Sell	15,591 -90	-0.6%	-$5.07K	0.26%	71
2026 Q1	$823K	Buy	15,681 +968	+7%	+$51.7K	0.27%	69
2025 Q4	$781K	Sell	14,713 -199	-1%	-$10.4K	0.26%	76
2025 Q3	$769K	Sell	14,912 -1	-0%	-$50	0.26%	76
2025 Q2	$731K	Buy	14,913 +80	+0.5%	+$3.7K	0.26%	76
2025 Q1	$675K	Sell	14,833 -694	-4%	-$32.4K	0.27%	69
2024 Q4	$716K	Sell	15,527 -20	-0.1%	-$917	0.28%	71
2024 Q3	$700K	Hold	15,547	–	–	0.28%	67
2024 Q2	$671K	Sell	15,547 -325	-2%	-$13.6K	0.28%	67
2024 Q1	$661K	Sell	15,872 -2,321	-13%	-$94.1K	0.29%	64
2023 Q4	$721K	Sell	18,193 -1,630	-8%	-$61.3K	0.34%	54
2023 Q3	$720K	Sell	19,823 -2,119	-10%	-$78.8K	0.37%	51
2023 Q2	$814K	Sell	21,942 -620	-3%	-$22K	0.42%	50
2023 Q1	$782K	Sell	22,562 -409	-2%	-$13.7K	0.42%	52
2022 Q4	$739K	Sell	22,971 -1,725	-7%	-$54.9K	0.42%	52
2022 Q3	$745K	Sell	24,696 -40	-0.2%	-$1.29K	0.43%	51
2022 Q2	$765K	Buy	24,736 +5	+0%	+$164	0.43%	52
2022 Q1	$866K	Sell	24,731 -3,737	-13%	-$128K	0.42%	52
2021 Q4	$986K	Sell	28,468 -500	-2%	-$17K	0.46%	46
2021 Q3	$955K	Sell	28,968 -5	-0%	-$166	0.49%	45
2021 Q2	$951K	Buy	28,973 +450	+2%	+$14.5K	0.5%	42
2021 Q1	$888K	Buy	28,523 +5,560	+24%	+$168K	0.51%	42
2020 Q4	$681K	Buy	+22,963	New	+$666K	0.43%	49

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 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 Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return

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 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

DHJJ Financial Advisors's BMAR Position: Q2 2026 in Review

DHJJ Financial Advisors reduced its Innovator US Equity Buffer ETF March (BMAR) stake by 0.57% in Q2 2026, selling an estimated $5.07K and leaving 15,591 shares worth $898K. The position accounts for 0.26% of the portfolio, ranked #71.

DHJJ Financial Advisors first reported a position in BMAR in Q4 2020 and has held it in 23 quarters since. The position peaked at $986K in Q4 2021. 105 funds tracked by Wall St. Rank hold BMAR as of Q2 2026.

DHJJ Financial Advisors held 15,591 shares of Innovator US Equity Buffer ETF March worth $898K as of Q2 2026.
DHJJ Financial Advisors sold 90 Innovator US Equity Buffer ETF March shares in Q2 2026, an estimated $5.07K.
Innovator US Equity Buffer ETF March made up 0.26% of DHJJ Financial Advisors's portfolio in Q2 2026, its #71 holding.
DHJJ Financial Advisors first reported a position in Innovator US Equity Buffer ETF March in Q4 2020 and has held it in 23 quarters since.
DHJJ Financial Advisors's Innovator US Equity Buffer ETF March position peaked at $986K in Q4 2021.
105 funds tracked by Wall St. Rank held Innovator US Equity Buffer ETF March as of Q2 2026.

Based on DHJJ Financial Advisors's 13F filing for Q2 2026, filed 24 Jul 2026.