EWA
BMAR icon

EverSource Wealth Advisors’s Innovator US Equity Buffer ETF March BMAR Stock Holding History

EverSource Wealth 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
Q1 		$7.87K Sell
150
-25
-14% -$1.34K ﹤0.01% 3047
2025
Q4 		$9.28K Hold
175
– – ﹤0.01% 2838
2025
Q3 		$9.03K Hold
175
– – ﹤0.01% 2877
2025
Q2 		$8.58K Hold
175
– – ﹤0.01% 2898
2025
Q1 		$7.97K Hold
175
– – ﹤0.01% 2244
2024
Q4 		$8.07K Buy
175
+25
+17% +$1.15K ﹤0.01% 2110
2024
Q3 		$6.75K Hold
150
– – ﹤0.01% 2083
2024
Q2 		$6.53K Hold
150
– – ﹤0.01% 2099
2024
Q1 		$6.09K Buy
+150
New +$6.08K ﹤0.01% 1951

Other funds holding BMAR

PCM
Penserra Capital Management Orinda, California $8.52B AUM 37.76% 1-Year Est. Return
MIM
Macroview Investment Management Bethesda, Maryland $144M AUM 19.29% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
RPGK
Retirement Planning Group (Kansas) Leawood, Kansas $3.23B AUM 15.3% 1-Year Est. Return
Cerity Partners
Cerity Partners New York $70.8B AUM 21.68% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
VBFP
Valtinson Bruner Financial Planning New Brighton, Minnesota $364M AUM 9.63% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $26.4B AUM 21.05% 1-Year Est. Return