Kestra Advisory Services’s Innovator US Equity Buffer ETF March BMAR Stock Holding History

Kestra Advisory Services’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	$2.32M	Sell	40,204 -26,841	-40%	-$1.51M	0.01%	1243
2026 Q1	$3.52M	Buy	67,045 +36,392	+119%	+$1.94M	0.01%	980
2025 Q4	$1.63M	Sell	30,653 -4,663	-13%	-$243K	0.01%	1339
2025 Q3	$1.82M	Sell	35,316 -39,703	-53%	-$2M	0.01%	1209
2025 Q2	$3.68M	Buy	75,019 +41,790	+126%	+$1.93M	0.02%	778
2025 Q1	$1.51M	Sell	33,229 -25,121	-43%	-$1.17M	0.01%	1127
2024 Q4	$2.69M	Buy	58,350 +33,774	+137%	+$1.55M	0.01%	843
2024 Q3	$1.11M	Sell	24,576 -34,341	-58%	-$1.5M	0.01%	1264
2024 Q2	$2.54M	Buy	58,917 +16,488	+39%	+$689K	0.01%	844
2024 Q1	$1.77M	Buy	42,429 +36,989	+680%	+$1.5M	0.01%	941
2023 Q4	$215K	Buy	+5,440	New	+$205K	﹤0.01%	2066
2023 Q3	–	Sell	-5,440	Closed	-$202K	–	2119
2023 Q2	$202K	Buy	+5,440	New	+$193K	﹤0.01%	1900

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

Kestra Advisory Services's BMAR Position: Q2 2026 in Review

Kestra Advisory Services reduced its Innovator US Equity Buffer ETF March (BMAR) stake by 40% in Q2 2026, selling an estimated $1.51M and leaving 40,204 shares worth $2.32M. The position accounts for 0.01% of the portfolio, ranked #1243.

Kestra Advisory Services first reported a position in BMAR in Q2 2023 and has held it in 12 quarters since. The position peaked at $3.68M in Q2 2025. 105 funds tracked by Wall St. Rank hold BMAR as of Q2 2026.

Kestra Advisory Services held 40,204 shares of Innovator US Equity Buffer ETF March worth $2.32M as of Q2 2026.
Kestra Advisory Services sold 26,841 Innovator US Equity Buffer ETF March shares in Q2 2026, an estimated $1.51M.
Innovator US Equity Buffer ETF March made up 0.01% of Kestra Advisory Services's portfolio in Q2 2026, its #1243 holding.
Kestra Advisory Services first reported a position in Innovator US Equity Buffer ETF March in Q2 2023 and has held it in 12 quarters since.
Kestra Advisory Services's Innovator US Equity Buffer ETF March position peaked at $3.68M in Q2 2025.
105 funds tracked by Wall St. Rank held Innovator US Equity Buffer ETF March as of Q2 2026.

Based on Kestra Advisory Services's 13F filing for Q2 2026, filed 28 Jul 2026.