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 Q2	$8.64K	Hold	150	–	–	﹤0.01%	2986
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

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 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

EverSource Wealth Advisors's BMAR Position: Q2 2026 in Review

EverSource Wealth Advisors held its Innovator US Equity Buffer ETF March (BMAR) position steady in Q2 2026 at 150 shares worth $8.64K. The position accounts for ﹤0.01% of the portfolio, ranked #2986.

EverSource Wealth Advisors first reported a position in BMAR in Q1 2024 and has held it in 10 quarters since. The position peaked at $9.28K in Q4 2025. 107 funds tracked by Wall St. Rank hold BMAR as of Q2 2026.

EverSource Wealth Advisors held 150 shares of Innovator US Equity Buffer ETF March worth $8.64K as of Q2 2026.
EverSource Wealth Advisors left its Innovator US Equity Buffer ETF March share count unchanged in Q2 2026.
Innovator US Equity Buffer ETF March made up ﹤0.01% of EverSource Wealth Advisors's portfolio in Q2 2026, its #2986 holding.
EverSource Wealth Advisors first reported a position in Innovator US Equity Buffer ETF March in Q1 2024 and has held it in 10 quarters since.
EverSource Wealth Advisors's Innovator US Equity Buffer ETF March position peaked at $9.28K in Q4 2025.
107 funds tracked by Wall St. Rank held Innovator US Equity Buffer ETF March as of Q2 2026.

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