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

KFG 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	$262K	Buy	4,999 +112	+2%	+$5.98K	0.03%	189
2025 Q4	$259K	Buy	4,887 +105	+2%	+$5.48K	0.03%	186
2025 Q3	$247K	Buy	4,782 +113	+2%	+$5.68K	0.04%	185
2025 Q2	$229K	Buy	4,669 +127	+3%	+$5.87K	0.04%	184
2025 Q1	$207K	Buy	+4,542	New	+$212K	0.04%	181

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

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

KFG Wealth Management increased its Innovator US Equity Buffer ETF March (BMAR) stake by 2.3% in Q1 2026, buying an estimated $5.98K and bringing the position to 4,999 shares worth $262K. The position accounts for 0.03% of the portfolio, ranked #189.

KFG Wealth Management first reported a position in BMAR in Q1 2025 and has held it in 5 quarters since. 100 funds tracked by Wall St. Rank hold BMAR as of Q1 2026.

KFG Wealth Management held 4,999 shares of Innovator US Equity Buffer ETF March worth $262K as of Q1 2026.
KFG Wealth Management bought 112 Innovator US Equity Buffer ETF March shares in Q1 2026, an estimated $5.98K.
Innovator US Equity Buffer ETF March made up 0.03% of KFG Wealth Management's portfolio in Q1 2026, its #189 holding.
KFG Wealth Management first reported a position in Innovator US Equity Buffer ETF March in Q1 2025 and has held it in 5 quarters since.
100 funds tracked by Wall St. Rank held Innovator US Equity Buffer ETF March as of Q1 2026.

Based on KFG Wealth Management's 13F filing for Q1 2026, filed 20 Apr 2026.