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

HFG 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
Q1 		– Sell
-15,522
Closed -$699K – 52
2024
Q4 		$699K Buy
15,522
+1,098
+8% +$50.4K 0.45% 28
2024
Q3 		$623K Hold
14,424
– – 0.4% 29
2024
Q2 		$623K Buy
+14,424
New +$603K 0.4% 29

Other funds holding BMAR

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
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 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
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
MPCL
My Personal CFO LLC Vancouver, Washington $228M AUM 14.34% 1-Year Est. Return

HFG Wealth Management's BMAR Position: Q1 2025 in Review

HFG Wealth Management sold out of Innovator US Equity Buffer ETF March (BMAR) in Q1 2025, closing a stake of 15,522 shares — an estimated $699K sold.

HFG Wealth Management first reported a position in BMAR in Q2 2024 and held it in 3 quarters. The position peaked at $699K in Q4 2024. 103 funds tracked by Wall St. Rank hold BMAR as of Q1 2025.

  • HFG Wealth Management reported no remaining Innovator US Equity Buffer ETF March position as of Q1 2025 after selling out during the quarter.
  • HFG Wealth Management sold 15,522 Innovator US Equity Buffer ETF March shares in Q1 2025, an estimated $699K.
  • HFG Wealth Management first reported a position in Innovator US Equity Buffer ETF March in Q2 2024 and held it in 3 quarters.
  • HFG Wealth Management's Innovator US Equity Buffer ETF March position peaked at $699K in Q4 2024.
  • 103 funds tracked by Wall St. Rank held Innovator US Equity Buffer ETF March as of Q1 2025.

Based on HFG Wealth Management's 13F filing for Q1 2025, filed 8 Apr 2025.