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

Larson Financial Group’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	$10.7K	Sell	185 -27	-13%	-$1.52K	﹤0.01%	2366
2026 Q1	$11.1K	Hold	212	–	–	﹤0.01%	2178
2025 Q4	$11.2K	Hold	212	–	–	﹤0.01%	2049
2025 Q3	$10.9K	Sell	212 -234	-52%	-$11.8K	﹤0.01%	1972
2025 Q2	$21.9K	Hold	446	–	–	﹤0.01%	1452
2025 Q1	$20.3K	Hold	446	–	–	﹤0.01%	1362
2024 Q4	$20.6K	Hold	446	–	–	﹤0.01%	1208
2024 Q3	$20.1K	Sell	446 -356	-44%	-$15.6K	﹤0.01%	1207
2024 Q2	$34.6K	Sell	802 -3,012	-79%	-$126K	﹤0.01%	897
2024 Q1	$159K	Hold	3,814	–	–	0.01%	459
2023 Q4	$151K	Sell	3,814 -169	-4%	-$6.35K	0.01%	410
2023 Q3	$145K	Hold	3,983	–	–	0.01%	381
2023 Q2	$148K	Sell	3,983 -770	-16%	-$27.3K	0.01%	368
2023 Q1	$165K	Buy	4,753 +331	+7%	+$11.1K	0.02%	340
2022 Q4	$142K	Buy	+4,422	New	+$141K	0.02%	345

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

Larson Financial Group's BMAR Position: Q2 2026 in Review

Larson Financial Group reduced its Innovator US Equity Buffer ETF March (BMAR) stake by 13% in Q2 2026, selling an estimated $1.52K and leaving 185 shares worth $10.7K. The position accounts for ﹤0.01% of the portfolio, ranked #2366.

Larson Financial Group first reported a position in BMAR in Q4 2022 and has held it in 15 quarters since. The position peaked at $165K in Q1 2023. 107 funds tracked by Wall St. Rank hold BMAR as of Q2 2026.

Larson Financial Group held 185 shares of Innovator US Equity Buffer ETF March worth $10.7K as of Q2 2026.
Larson Financial Group sold 27 Innovator US Equity Buffer ETF March shares in Q2 2026, an estimated $1.52K.
Innovator US Equity Buffer ETF March made up ﹤0.01% of Larson Financial Group's portfolio in Q2 2026, its #2366 holding.
Larson Financial Group first reported a position in Innovator US Equity Buffer ETF March in Q4 2022 and has held it in 15 quarters since.
Larson Financial Group's Innovator US Equity Buffer ETF March position peaked at $165K in Q1 2023.
107 funds tracked by Wall St. Rank held Innovator US Equity Buffer ETF March as of Q2 2026.

Based on Larson Financial Group's 13F filing for Q2 2026, filed 14 Aug 2026.