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

Jessup 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 Q1	–	Sell	-14	Closed	-$743	–	116
2025 Q4	$743	Buy	+14	New	+$730	﹤0.01%	349

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 $144M AUM 19.29% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

RPGK

Retirement Planning Group (Kansas) Leawood, Kansas $3.23B AUM 15.3% 1-Year Est. Return

Cerity Partners New York $70.8B AUM 21.68% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

VBFP

Valtinson Bruner Financial Planning New Brighton, Minnesota $364M AUM 9.63% 1-Year Est. Return

KAS

Kestra Advisory Services Austin, Texas $26.4B AUM 21.05% 1-Year Est. Return

Jessup Wealth Management's BMAR Position: Q1 2026 in Review

Jessup Wealth Management sold out of Innovator US Equity Buffer ETF March (BMAR) in Q1 2026, closing a stake of 14 shares — an estimated $743 sold.

Jessup Wealth Management first reported a position in BMAR in Q4 2025 and held it in 1 quarter. The position peaked at $743 in Q4 2025. 100 funds tracked by Wall St. Rank hold BMAR as of Q1 2026.

Jessup Wealth Management reported no remaining Innovator US Equity Buffer ETF March position as of Q1 2026 after selling out during the quarter.
Jessup Wealth Management sold 14 Innovator US Equity Buffer ETF March shares in Q1 2026, an estimated $743.
Jessup Wealth Management first reported a position in Innovator US Equity Buffer ETF March in Q4 2025 and held it in 1 quarter.
Jessup Wealth Management's Innovator US Equity Buffer ETF March position peaked at $743 in Q4 2025.
100 funds tracked by Wall St. Rank held Innovator US Equity Buffer ETF March as of Q1 2026.

Based on Jessup Wealth Management's 13F filing for Q1 2026, filed 15 May 2026.