IFP Advisors’s Innovator US Equity Buffer ETF March BMAR Stock Holding History

IFP 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 Q3	$326K	Buy	5,521 +718	+15%	+$42K	0.01%	1268
2026 Q2	$277K	Buy	4,803 +1,152	+32%	+$64.9K	0.01%	1329
2026 Q1	$192K	Hold	3,651	–	–	﹤0.01%	1421
2025 Q4	$194K	Sell	3,651 -343	-9%	-$17.9K	﹤0.01%	1387
2025 Q3	$206K	Buy	3,994 +162	+4%	+$8.14K	0.01%	1272
2025 Q2	$188K	Buy	3,832 +494	+15%	+$22.8K	0.01%	1298
2025 Q1	$152K	Hold	3,338	–	–	﹤0.01%	1305
2024 Q4	$154K	Sell	3,338 -400	-11%	-$18.3K	0.01%	1264
2024 Q3	$168K	Buy	3,738 +400	+12%	+$17.5K	0.01%	1169
2024 Q2	$144K	Hold	3,338	–	–	0.01%	1201
2024 Q1	$139K	Buy	3,338 +890	+36%	+$36.1K	0.01%	1160
2023 Q4	$97K	Sell	2,448 -1,940	-44%	-$72.9K	﹤0.01%	1256
2023 Q3	$159K	Hold	4,388	–	–	0.01%	1058
2023 Q2	$163K	Hold	4,388	–	–	0.01%	1125
2023 Q1	$117K	Sell	4,388 -2,280	-34%	-$76.4K	0.01%	1177
2022 Q4	$177K	Hold	6,668	–	–	﹤0.01%	1416
2022 Q3	$177K	Hold	6,668	–	–	﹤0.01%	1480
2022 Q2	$177K	Hold	6,668	–	–	0.01%	1333
2022 Q1	$177K	Buy	6,668 +5,868	+734%	+$201K	0.01%	1333
2021 Q4	$28K	Hold	800	–	–	﹤0.01%	1795
2021 Q3	$26K	Hold	800	–	–	﹤0.01%	1867
2021 Q2	$26K	Hold	800	–	–	﹤0.01%	1807
2021 Q1	$25K	Sell	800 -12,591	-94%	-$380K	﹤0.01%	1746
2020 Q4	$397K	Sell	13,391 -81	-0.6%	-$2.35K	0.02%	573
2020 Q3	$378K	Hold	13,472	–	–	0.02%	506
2020 Q2	$356K	Sell	13,472 -444	-3%	-$11.5K	0.03%	496
2020 Q1	$330K	Buy	+13,916	New	+$332K	0.03%	435

Other funds holding BMAR

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

RPGK

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

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Valtinson Bruner Financial Planning New Brighton, Minnesota $404M AUM 8.34% 1-Year Est. Return

Kestra Advisory Services Austin, Texas $35.1B AUM 20.13% 1-Year Est. Return

Blue Bell Private Wealth Management Blue Bell, Pennsylvania $840M AUM 13.7% 1-Year Est. Return

My Personal CFO LLC Vancouver, Washington $279M AUM 23.15% 1-Year Est. Return

Lantz Financial Naperville, Illinois $549M AUM 18.02% 1-Year Est. Return

IFP Advisors's BMAR Position: Q3 2026 in Review

IFP Advisors increased its Innovator US Equity Buffer ETF March (BMAR) stake by 15% in Q3 2026, buying an estimated $42K and bringing the position to 5,521 shares worth $326K. The position accounts for 0.01% of the portfolio, ranked #1268.

IFP Advisors first reported a position in BMAR in Q1 2020 and has held it in 27 quarters since. The position peaked at $397K in Q4 2020. 64 funds tracked by Wall St. Rank hold BMAR as of Q3 2026.

IFP Advisors held 5,521 shares of Innovator US Equity Buffer ETF March worth $326K as of Q3 2026.
IFP Advisors bought 718 Innovator US Equity Buffer ETF March shares in Q3 2026, an estimated $42K.
Innovator US Equity Buffer ETF March made up 0.01% of IFP Advisors's portfolio in Q3 2026, its #1268 holding.
IFP Advisors first reported a position in Innovator US Equity Buffer ETF March in Q1 2020 and has held it in 27 quarters since.
IFP Advisors's Innovator US Equity Buffer ETF March position peaked at $397K in Q4 2020.
64 funds tracked by Wall St. Rank held Innovator US Equity Buffer ETF March as of Q3 2026.

Based on IFP Advisors's 13F filing for Q3 2026, filed 16 Oct 2026.