Lido Advisors’s Innovator US Equity Buffer ETF March BMAR Stock Holding History

Lido Advisors’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	$1.22M	Buy	21,104 +4,604	+28%	+$259K	﹤0.01%	1007
2026 Q1	$866K	Hold	16,500	–	–	﹤0.01%	1032
2025 Q4	$875K	Buy	+16,500	New	+$861K	﹤0.01%	1062
2025 Q1	–	Sell	-4,604	Closed	-$212K	–	1529
2024 Q4	$212K	Buy	+4,604	New	+$211K	﹤0.01%	1360
2023 Q4	–	Sell	-5,602	Closed	-$204K	–	1354
2023 Q3	$204K	Buy	+5,602	New	+$208K	﹤0.01%	1075

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

Lido Advisors's BMAR Position: Q2 2026 in Review

Lido Advisors increased its Innovator US Equity Buffer ETF March (BMAR) stake by 28% in Q2 2026, buying an estimated $259K and bringing the position to 21,104 shares worth $1.22M. The position accounts for ﹤0.01% of the portfolio, ranked #1007.

Lido Advisors first reported a position in BMAR in Q3 2023 and has held it in 5 quarters since. 105 funds tracked by Wall St. Rank hold BMAR as of Q2 2026.

Lido Advisors held 21,104 shares of Innovator US Equity Buffer ETF March worth $1.22M as of Q2 2026.
Lido Advisors bought 4,604 Innovator US Equity Buffer ETF March shares in Q2 2026, an estimated $259K.
Innovator US Equity Buffer ETF March made up ﹤0.01% of Lido Advisors's portfolio in Q2 2026, its #1007 holding.
Lido Advisors first reported a position in Innovator US Equity Buffer ETF March in Q3 2023 and has held it in 5 quarters since.
105 funds tracked by Wall St. Rank held Innovator US Equity Buffer ETF March as of Q2 2026.

Based on Lido Advisors's 13F filing for Q2 2026, filed 7 Aug 2026.