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

FSA 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 		$937K Buy
17,857
+416
+2% +$22.2K 0.62% 56
2025
Q4 		$925K Sell
17,441
-136
-0.8% -$7.09K 0.64% 52
2025
Q3 		$907K Sell
17,577
-649
-4% -$32.6K 0.72% 47
2025
Q2 		$894K Buy
18,226
+458
+3% +$21.2K 0.73% 48
2025
Q1 		$809K Buy
17,768
+5,261
+42% +$245K 0.64% 49
2024
Q4 		$563K Hold
12,507
– – 0.69% 53
2024
Q3 		$563K Sell
12,507
-59
-0.5% -$2.58K 0.56% 58
2024
Q2 		$542K Buy
12,566
+384
+3% +$16.1K 0.57% 57
2024
Q1 		$508K Buy
12,182
+5,056
+71% +$205K 0.54% 58
2023
Q4 		$282K Buy
+7,126
New +$268K 0.35% 84

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