BFC Planning, Inc.’s Innovator US Equity Buffer ETF March BMAR Stock Holding History

BFC Planning, Inc.’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	–	Sell	-210	Closed	-$11K	–	3438
2026 Q1	$11K	Hold	210	–	–	﹤0.01%	1998
2025 Q4	$11.1K	Hold	210	–	–	﹤0.01%	2023
2025 Q3	$10.8K	Hold	210	–	–	﹤0.01%	1880
2025 Q2	$10.3K	Hold	210	–	–	﹤0.01%	1791
2025 Q1	$9.6K	Hold	210	–	–	﹤0.01%	1785
2024 Q4	$9.7K	Buy	+210	New	+$9.6K	﹤0.01%	1781

Other funds holding BMAR

Brookstone Capital Management Wheaton, Illinois $10.1B AUM 17.94% 1-Year Est. Return

Penserra Capital Management Orinda, California $13B AUM 71.83% 1-Year Est. Return

Talon Private Wealth The Villages, Florida $855M AUM

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

Macroview Investment Management Bethesda, Maryland $167M AUM 15.37% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $106B AUM 21.33% 1-Year Est. Return

Cerity Partners New York $82.7B AUM 28.53% 1-Year Est. Return

RPGK

Retirement Planning Group (Kansas) Leawood, Kansas $4.01B AUM 11.74% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

BFC Planning, Inc.'s BMAR Position: Q2 2026 in Review

BFC Planning, Inc. sold out of Innovator US Equity Buffer ETF March (BMAR) in Q2 2026, closing a stake of 210 shares — an estimated $11K sold.

BFC Planning, Inc. first reported a position in BMAR in Q4 2024 and held it in 6 quarters. The position peaked at $11.1K in Q4 2025. 108 funds tracked by Wall St. Rank hold BMAR as of Q2 2026.

BFC Planning, Inc. reported no remaining Innovator US Equity Buffer ETF March position as of Q2 2026 after selling out during the quarter.
BFC Planning, Inc. sold 210 Innovator US Equity Buffer ETF March shares in Q2 2026, an estimated $11K.
BFC Planning, Inc. first reported a position in Innovator US Equity Buffer ETF March in Q4 2024 and held it in 6 quarters.
BFC Planning, Inc.'s Innovator US Equity Buffer ETF March position peaked at $11.1K in Q4 2025.
108 funds tracked by Wall St. Rank held Innovator US Equity Buffer ETF March as of Q2 2026.

Based on BFC Planning, Inc.'s 13F filing for Q2 2026, filed 29 Oct 2026.