Envestnet Asset Management
BMAR icon

Envestnet Asset Management’s Innovator US Equity Buffer ETF March BMAR Stock Holding History

Envestnet Asset Management’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 		$1.21M Sell
21,027
-2,601
-11% -$147K ﹤0.01% 3509
2026
Q1 		$1.24M Buy
23,628
+1,795
+8% +$95.9K ﹤0.01% 3337
2025
Q4 		$1.16M Sell
21,833
-34,959
-62% -$1.82M ﹤0.01% 3181
2025
Q3 		$2.93M Sell
56,792
-1,611
-3% -$81K ﹤0.01% 2622
2025
Q2 		$2.86M Buy
58,403
+5,550
+11% +$257K ﹤0.01% 2570
2025
Q1 		$2.41M Buy
52,853
+31,146
+143% +$1.45M ﹤0.01% 2600
2024
Q4 		$1M Sell
21,707
-24,083
-53% -$1.1M ﹤0.01% 3172
2024
Q3 		$2.06M Sell
45,790
-3,708
-7% -$162K ﹤0.01% 2638
2024
Q2 		$2.14M Sell
49,498
-3,797
-7% -$159K ﹤0.01% 2563
2024
Q1 		$2.22M Buy
53,295
+28,821
+118% +$1.17M ﹤0.01% 2508
2023
Q4 		$969K Sell
24,474
-143
-0.6% -$5.38K ﹤0.01% 2956
2023
Q3 		$894K Sell
24,617
-6,555
-21% -$244K ﹤0.01% 2888
2023
Q2 		$1.16M Buy
31,172
+7,669
+33% +$272K ﹤0.01% 2640
2023
Q1 		$815K Buy
+23,503
New +$787K ﹤0.01% 2819
2022
Q3 		– Sell
-6,595
Closed -$204K – 3907
2022
Q2 		$204K Buy
+6,595
New +$216K ﹤0.01% 3590

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
TPW
Talon Private Wealth The Villages, Florida $855M AUM
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

Envestnet Asset Management's BMAR Position: Q2 2026 in Review

Envestnet Asset Management reduced its Innovator US Equity Buffer ETF March (BMAR) stake by 11% in Q2 2026, selling an estimated $147K and leaving 21,027 shares worth $1.21M. The position accounts for ﹤0.01% of the portfolio, ranked #3509.

Envestnet Asset Management first reported a position in BMAR in Q2 2022 and has held it in 15 quarters since. The position peaked at $2.93M in Q3 2025. 107 funds tracked by Wall St. Rank hold BMAR as of Q2 2026.

  • Envestnet Asset Management held 21,027 shares of Innovator US Equity Buffer ETF March worth $1.21M as of Q2 2026.
  • Envestnet Asset Management sold 2,601 Innovator US Equity Buffer ETF March shares in Q2 2026, an estimated $147K.
  • Innovator US Equity Buffer ETF March made up ﹤0.01% of Envestnet Asset Management's portfolio in Q2 2026, its #3509 holding.
  • Envestnet Asset Management first reported a position in Innovator US Equity Buffer ETF March in Q2 2022 and has held it in 15 quarters since.
  • Envestnet Asset Management's Innovator US Equity Buffer ETF March position peaked at $2.93M in Q3 2025.
  • 107 funds tracked by Wall St. Rank held Innovator US Equity Buffer ETF March as of Q2 2026.

Based on Envestnet Asset Management's 13F filing for Q2 2026, filed 3 Aug 2026.