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 Q2	$293K	Buy	5,093 +94	+2%	+$5.29K	0.03%	182
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

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

TPW

Talon Private Wealth The Villages, Florida $855M AUM

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

KFG Wealth Management's BMAR Position: Q2 2026 in Review

KFG Wealth Management increased its Innovator US Equity Buffer ETF March (BMAR) stake by 1.9% in Q2 2026, buying an estimated $5.29K and bringing the position to 5,093 shares worth $293K. The position accounts for 0.03% of the portfolio, ranked #182.

KFG Wealth Management first reported a position in BMAR in Q1 2025 and has held it in 6 quarters since. 107 funds tracked by Wall St. Rank hold BMAR as of Q2 2026.

KFG Wealth Management held 5,093 shares of Innovator US Equity Buffer ETF March worth $293K as of Q2 2026.
KFG Wealth Management bought 94 Innovator US Equity Buffer ETF March shares in Q2 2026, an estimated $5.29K.
Innovator US Equity Buffer ETF March made up 0.03% of KFG Wealth Management's portfolio in Q2 2026, its #182 holding.
KFG Wealth Management first reported a position in Innovator US Equity Buffer ETF March in Q1 2025 and has held it in 6 quarters since.
107 funds tracked by Wall St. Rank held Innovator US Equity Buffer ETF March as of Q2 2026.

Based on KFG Wealth Management's 13F filing for Q2 2026, filed 22 Jul 2026.