Global Trust Asset Management’s Innovator US Equity Buffer ETF March BMAR Stock Holding History

Global Trust Asset Management’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
2021 Q1	–	Sell	-500	Closed	-$15K	–	388
2020 Q4	$15K	Hold	500	–	–	0.01%	278
2020 Q3	$14K	Hold	500	–	–	0.01%	251
2020 Q2	$13K	Buy	+500	New	+$12.9K	0.01%	232

Other funds holding BMAR

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

HCM

Hudson Capital Management Ramsey, New Jersey $414M AUM 20.94% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

BCM

Beck Capital Management Austin, Texas $437M AUM 59.35% 1-Year Est. Return

VBFP

Valtinson Bruner Financial Planning New Brighton, Minnesota $364M AUM 9.63% 1-Year Est. Return

Janney Montgomery Scott Philadelphia, Pennsylvania $40.4B AUM 21.2% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return

MSFS

Main Street Financial Solutions Newtown, Pennsylvania $1.37B AUM 23.84% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

LNC

Lincoln National Corp Radnor, Pennsylvania $3.45B AUM 12.55% 1-Year Est. Return

Global Trust Asset Management's BMAR Position: Q1 2021 in Review

Global Trust Asset Management sold out of Innovator US Equity Buffer ETF March (BMAR) in Q1 2021, closing a stake of 500 shares — an estimated $15K sold.

Global Trust Asset Management first reported a position in BMAR in Q2 2020 and held it in 3 quarters. The position peaked at $15K in Q4 2020. 34 funds tracked by Wall St. Rank hold BMAR as of Q1 2021.

Global Trust Asset Management reported no remaining Innovator US Equity Buffer ETF March position as of Q1 2021 after selling out during the quarter.
Global Trust Asset Management sold 500 Innovator US Equity Buffer ETF March shares in Q1 2021, an estimated $15K.
Global Trust Asset Management first reported a position in Innovator US Equity Buffer ETF March in Q2 2020 and held it in 3 quarters.
Global Trust Asset Management's Innovator US Equity Buffer ETF March position peaked at $15K in Q4 2020.
34 funds tracked by Wall St. Rank held Innovator US Equity Buffer ETF March as of Q1 2021.

Based on Global Trust Asset Management's 13F filing for Q1 2021, filed 14 Apr 2021.