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

Gaddis Premier 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	$292K	Hold	5,075	–	–	0.18%	78
2026 Q1	$266K	Hold	5,075	–	–	0.2%	71
2025 Q4	$269K	Buy	+5,075	New	+$265K	0.2%	67

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

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 $103B AUM 28.65% 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

VBFP

Valtinson Bruner Financial Planning New Brighton, Minnesota $399M AUM 12.95% 1-Year Est. Return

Gaddis Premier Wealth Advisors's BMAR Position: Q2 2026 in Review

Gaddis Premier Wealth Advisors held its Innovator US Equity Buffer ETF March (BMAR) position steady in Q2 2026 at 5,075 shares worth $292K. The position accounts for 0.18% of the portfolio, ranked #78.

Gaddis Premier Wealth Advisors first reported a position in BMAR in Q4 2025 and has held it in 3 quarters since. 105 funds tracked by Wall St. Rank hold BMAR as of Q2 2026.

Gaddis Premier Wealth Advisors held 5,075 shares of Innovator US Equity Buffer ETF March worth $292K as of Q2 2026.
Gaddis Premier Wealth Advisors left its Innovator US Equity Buffer ETF March share count unchanged in Q2 2026.
Innovator US Equity Buffer ETF March made up 0.18% of Gaddis Premier Wealth Advisors's portfolio in Q2 2026, its #78 holding.
Gaddis Premier Wealth Advisors first reported a position in Innovator US Equity Buffer ETF March in Q4 2025 and has held it in 3 quarters since.
105 funds tracked by Wall St. Rank held Innovator US Equity Buffer ETF March as of Q2 2026.

Based on Gaddis Premier Wealth Advisors's 13F filing for Q2 2026, filed 4 Aug 2026.