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

IMG 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
2026 Q2	$148K	Sell	2,563 -13	-0.5%	-$732	0.08%	132
2026 Q1	$135K	Buy	2,576 +52	+2%	+$2.78K	0.09%	120
2025 Q4	$134K	Hold	2,524	–	–	0.09%	117
2025 Q3	$130K	Hold	2,524	–	–	0.09%	109
2025 Q2	$124K	Buy	2,524 +1,046	+71%	+$48.4K	0.1%	108
2025 Q1	$67.3K	Buy	+1,478	New	+$68.9K	0.06%	128

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 $104B AUM 28.3% 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

IMG Wealth Management's BMAR Position: Q2 2026 in Review

IMG Wealth Management reduced its Innovator US Equity Buffer ETF March (BMAR) stake by 0.5% in Q2 2026, selling an estimated $732 and leaving 2,563 shares worth $148K. The position accounts for 0.08% of the portfolio, ranked #132.

IMG Wealth Management first reported a position in BMAR in Q1 2025 and has held it in 6 quarters since. 105 funds tracked by Wall St. Rank hold BMAR as of Q2 2026.

IMG Wealth Management held 2,563 shares of Innovator US Equity Buffer ETF March worth $148K as of Q2 2026.
IMG Wealth Management sold 13 Innovator US Equity Buffer ETF March shares in Q2 2026, an estimated $732.
Innovator US Equity Buffer ETF March made up 0.08% of IMG Wealth Management's portfolio in Q2 2026, its #132 holding.
IMG Wealth Management first reported a position in Innovator US Equity Buffer ETF March in Q1 2025 and has held it in 6 quarters since.
105 funds tracked by Wall St. Rank held Innovator US Equity Buffer ETF March as of Q2 2026.

Based on IMG Wealth Management's 13F filing for Q2 2026, filed 7 Aug 2026.