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Independent Financial Group’s Innovator US Equity Buffer ETF March BMAR Stock Holding History

Independent Financial Group’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
-6,218
Closed -$305K – 1358
2025
Q2 		$305K Hold
6,218
– – 0.01% 1020
2025
Q1 		$283K Buy
+6,218
New +$290K 0.01% 957

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

Independent Financial Group's BMAR Position: Q3 2025 in Review

Independent Financial Group sold out of Innovator US Equity Buffer ETF March (BMAR) in Q3 2025, closing a stake of 6,218 shares — an estimated $305K sold.

Independent Financial Group first reported a position in BMAR in Q1 2025 and held it in 2 quarters. The position peaked at $305K in Q2 2025. 98 funds tracked by Wall St. Rank hold BMAR as of Q3 2025.

  • Independent Financial Group reported no remaining Innovator US Equity Buffer ETF March position as of Q3 2025 after selling out during the quarter.
  • Independent Financial Group sold 6,218 Innovator US Equity Buffer ETF March shares in Q3 2025, an estimated $305K.
  • Independent Financial Group first reported a position in Innovator US Equity Buffer ETF March in Q1 2025 and held it in 2 quarters.
  • Independent Financial Group's Innovator US Equity Buffer ETF March position peaked at $305K in Q2 2025.
  • 98 funds tracked by Wall St. Rank held Innovator US Equity Buffer ETF March as of Q3 2025.

Based on Independent Financial Group's 13F filing for Q3 2025, filed 15 May 2026.