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Golden State Wealth Management’s Innovator US Equity Buffer ETF March BMAR Stock Holding History

Golden State Wealth 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
2025
Q2 		– Sell
-255
Closed -$11.6K – 1576
2025
Q1 		$11.6K Buy
+255
New +$11.9K ﹤0.01% 959

Other funds holding BMAR

BCM
Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return
OWA
Outlook Wealth Advisors Shenandoah, Texas $413M AUM 19.55% 1-Year Est. Return
PCM
Penserra Capital Management Orinda, California $8.52B AUM 37.76% 1-Year Est. Return
MIM
Macroview Investment Management Bethesda, Maryland $162M AUM 22.52% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 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
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
Cerity Partners
Cerity Partners New York $70.8B AUM 21.68% 1-Year Est. Return
VBFP
Valtinson Bruner Financial Planning New Brighton, Minnesota $364M AUM 9.63% 1-Year Est. Return

Golden State Wealth Management's BMAR Position: Q2 2025 in Review

Golden State Wealth Management sold out of Innovator US Equity Buffer ETF March (BMAR) in Q2 2025, closing a stake of 255 shares — an estimated $11.6K sold.

Golden State Wealth Management first reported a position in BMAR in Q1 2025 and held it in 1 quarter. The position peaked at $11.6K in Q1 2025. 99 funds tracked by Wall St. Rank hold BMAR as of Q2 2025.

  • Golden State Wealth Management reported no remaining Innovator US Equity Buffer ETF March position as of Q2 2025 after selling out during the quarter.
  • Golden State Wealth Management sold 255 Innovator US Equity Buffer ETF March shares in Q2 2025, an estimated $11.6K.
  • Golden State Wealth Management first reported a position in Innovator US Equity Buffer ETF March in Q1 2025 and held it in 1 quarter.
  • Golden State Wealth Management's Innovator US Equity Buffer ETF March position peaked at $11.6K in Q1 2025.
  • 99 funds tracked by Wall St. Rank held Innovator US Equity Buffer ETF March as of Q2 2025.

Based on Golden State Wealth Management's 13F filing for Q2 2025, filed 6 Aug 2025.