Keystone Wealth Services’s Innovator US Equity Buffer ETF March BMAR Stock Holding History

Keystone Wealth 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	$280K	Hold	4,857	–	–	0.05%	262
2026 Q1	$255K	Hold	4,857	–	–	0.05%	265
2025 Q4	$258K	Hold	4,857	–	–	0.05%	215
2025 Q3	$251K	Hold	4,857	–	–	0.05%	260
2025 Q2	$238K	Hold	4,857	–	–	0.06%	247
2025 Q1	$221K	Hold	4,857	–	–	0.06%	245
2024 Q4	$224K	Hold	4,857	–	–	0.06%	239
2024 Q3	$219K	Hold	4,857	–	–	0.06%	239
2024 Q2	$210K	Hold	4,857	–	–	0.07%	221
2024 Q1	$202K	Buy	+4,857	New	+$197K	0.07%	213

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

Keystone Wealth Services's BMAR Position: Q2 2026 in Review

Keystone Wealth Services held its Innovator US Equity Buffer ETF March (BMAR) position steady in Q2 2026 at 4,857 shares worth $280K. The position accounts for 0.05% of the portfolio, ranked #262.

Keystone Wealth Services first reported a position in BMAR in Q1 2024 and has held it in 10 quarters since. 105 funds tracked by Wall St. Rank hold BMAR as of Q2 2026.

Keystone Wealth Services held 4,857 shares of Innovator US Equity Buffer ETF March worth $280K as of Q2 2026.
Keystone Wealth Services left its Innovator US Equity Buffer ETF March share count unchanged in Q2 2026.
Innovator US Equity Buffer ETF March made up 0.05% of Keystone Wealth Services's portfolio in Q2 2026, its #262 holding.
Keystone Wealth Services first reported a position in Innovator US Equity Buffer ETF March in Q1 2024 and has held it in 10 quarters since.
105 funds tracked by Wall St. Rank held Innovator US Equity Buffer ETF March as of Q2 2026.

Based on Keystone Wealth Services's 13F filing for Q2 2026, filed 5 Aug 2026.