Fidelity Investments
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Fidelity Investments’s Innovator US Equity Buffer ETF March BMAR Stock Holding History

Fidelity Investments’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
2023
Q4 		– Sell
-5
Closed -$182 – 5447
2023
Q3 		$182 Buy
+5
New +$186 ﹤0.01% 4798

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HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $40.4B AUM 21.2% 1-Year Est. Return
FFA
Fragasso Financial Advisors Sewickley, Pennsylvania $1.88B AUM 23.81% 1-Year Est. Return
MSFS
Main Street Financial Solutions Newtown, Pennsylvania $1.37B AUM 23.84% 1-Year Est. Return
W
WPWealth Fort Worth, Texas $654M AUM 13.19% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

Fidelity Investments's BMAR Position: Q4 2023 in Review

Fidelity Investments sold out of Innovator US Equity Buffer ETF March (BMAR) in Q4 2023, closing a stake of 5 shares — an estimated $182 sold.

Fidelity Investments first reported a position in BMAR in Q3 2023 and held it in 1 quarter. The position peaked at $182 in Q3 2023. 69 funds tracked by Wall St. Rank hold BMAR as of Q4 2023.

  • Fidelity Investments reported no remaining Innovator US Equity Buffer ETF March position as of Q4 2023 after selling out during the quarter.
  • Fidelity Investments sold 5 Innovator US Equity Buffer ETF March shares in Q4 2023, an estimated $182.
  • Fidelity Investments first reported a position in Innovator US Equity Buffer ETF March in Q3 2023 and held it in 1 quarter.
  • Fidelity Investments's Innovator US Equity Buffer ETF March position peaked at $182 in Q3 2023.
  • 69 funds tracked by Wall St. Rank held Innovator US Equity Buffer ETF March as of Q4 2023.

Based on Fidelity Investments's 13F filing for Q4 2023, filed 13 Feb 2024.