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Impact Partnership Wealth’s Innovator US Equity Buffer ETF March BMAR Stock Holding History

Impact Partnership Wealth’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
Q3 		– Sell
-8,551
Closed -$419K – 314
2025
Q2 		$419K Sell
8,551
-187
-2% -$8.65K 0.08% 165
2025
Q1 		$398K Hold
8,738
– – 0.09% 144
2024
Q4 		$403K Buy
+8,738
New +$401K 0.08% 160

Other funds holding BMAR

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
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
RPGK
Retirement Planning Group (Kansas) Leawood, Kansas $3.23B AUM 15.3% 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
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Impact Partnership Wealth's BMAR Position: Q3 2025 in Review

Impact Partnership Wealth sold out of Innovator US Equity Buffer ETF March (BMAR) in Q3 2025, closing a stake of 8,551 shares — an estimated $419K sold.

Impact Partnership Wealth first reported a position in BMAR in Q4 2024 and held it in 3 quarters. The position peaked at $419K in Q2 2025. 98 funds tracked by Wall St. Rank hold BMAR as of Q3 2025.

  • Impact Partnership Wealth reported no remaining Innovator US Equity Buffer ETF March position as of Q3 2025 after selling out during the quarter.
  • Impact Partnership Wealth sold 8,551 Innovator US Equity Buffer ETF March shares in Q3 2025, an estimated $419K.
  • Impact Partnership Wealth first reported a position in Innovator US Equity Buffer ETF March in Q4 2024 and held it in 3 quarters.
  • Impact Partnership Wealth's Innovator US Equity Buffer ETF March position peaked at $419K in Q2 2025.
  • 98 funds tracked by Wall St. Rank held Innovator US Equity Buffer ETF March as of Q3 2025.

Based on Impact Partnership Wealth's 13F filing for Q3 2025, filed 3 Nov 2025.