Lantz Financial’s Innovator US Equity Buffer ETF March BMAR Stock Holding History

Lantz Financial’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 Q3	$1.99M	Sell	33,650 -666	-2%	-$39K	0.36%	71
2026 Q2	$1.98M	Sell	34,316 -840	-2%	-$47.3K	0.36%	78
2026 Q1	$1.85M	Buy	35,156 +7,483	+27%	+$400K	0.38%	72
2025 Q4	$1.47M	Hold	27,673	–	–	0.31%	88
2025 Q3	$1.43M	Sell	27,673 -61	-0.2%	-$3.07K	0.32%	88
2025 Q2	$1.36M	Sell	27,734 -301	-1%	-$13.9K	0.34%	84
2025 Q1	$1.28M	Buy	28,035 +10,404	+59%	+$485K	0.35%	82
2024 Q4	$814K	Hold	17,631	–	–	0.22%	105
2024 Q3	$794K	Hold	17,631	–	–	0.21%	102
2024 Q2	$761K	Hold	17,631	–	–	0.24%	97
2024 Q1	$735K	Buy	17,631 +3,201	+22%	+$130K	0.24%	96
2023 Q4	$572K	Sell	14,430 -199	-1%	-$7.48K	0.21%	101
2023 Q3	$532K	Sell	14,629 -80	-0.5%	-$2.98K	0.21%	102
2023 Q2	$546K	Buy	14,709 +145	+1%	+$5.14K	0.21%	102
2023 Q1	$505K	Buy	14,564 +7,195	+98%	+$241K	0.21%	107
2022 Q4	$237K	Hold	7,369	–	–	0.11%	155
2022 Q3	$222K	Sell	7,369 -938	-11%	-$30.2K	0.12%	140
2022 Q2	$257K	Sell	8,307 -48,137	-85%	-$1.58M	0.12%	136
2022 Q1	$1.98M	Buy	+56,444	New	+$1.93M	0.8%	26

Other funds holding BMAR

RPGK

Retirement Planning Group (Kansas) Leawood, Kansas $4.01B AUM 11.74% 1-Year Est. Return

My Personal CFO LLC Vancouver, Washington $279M AUM 23.15% 1-Year Est. Return

Brookstone Capital Management Wheaton, Illinois $10.1B AUM 17.94% 1-Year Est. Return

Fragasso Financial Advisors Sewickley, Pennsylvania $1.99B AUM 16.69% 1-Year Est. Return

Concurrent Investment Advisors Tampa, Florida $14.5B AUM 24.52% 1-Year Est. Return

Chris Bulman Roseville, California $285M AUM 15.3% 1-Year Est. Return

Weaver Consulting Group Huntington Beach, California $514M AUM 11.69% 1-Year Est. Return

Strategic Blueprint Atlanta, Georgia $2.04B AUM 19.28% 1-Year Est. Return

DHJJ Financial Advisors Naperville, Illinois $349M AUM 14.55% 1-Year Est. Return

Sigma Planning Corp Ann Arbor, Michigan $3.88B AUM 23.38% 1-Year Est. Return

Lantz Financial's BMAR Position: Q3 2026 in Review

Lantz Financial reduced its Innovator US Equity Buffer ETF March (BMAR) stake by 1.9% in Q3 2026, selling an estimated $39K and leaving 33,650 shares worth $1.99M. The position accounts for 0.36% of the portfolio, ranked #71.

Lantz Financial first reported a position in BMAR in Q1 2022 and has held it in 19 quarters since. 27 funds tracked by Wall St. Rank hold BMAR as of Q3 2026.

Lantz Financial held 33,650 shares of Innovator US Equity Buffer ETF March worth $1.99M as of Q3 2026.
Lantz Financial sold 666 Innovator US Equity Buffer ETF March shares in Q3 2026, an estimated $39K.
Innovator US Equity Buffer ETF March made up 0.36% of Lantz Financial's portfolio in Q3 2026, its #71 holding.
Lantz Financial first reported a position in Innovator US Equity Buffer ETF March in Q1 2022 and has held it in 19 quarters since.
27 funds tracked by Wall St. Rank held Innovator US Equity Buffer ETF March as of Q3 2026.

Based on Lantz Financial's 13F filing for Q3 2026, filed 15 Oct 2026.