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

LPL 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
Q2 		$3.91M Buy
67,837
+1,552
+2% +$87.4K ﹤0.01% 3029
2026
Q1 		$3.48M Buy
66,285
+37,869
+133% +$2.02M ﹤0.01% 2958
2025
Q4 		$1.51M Sell
28,416
-2,017
-7% -$105K ﹤0.01% 3660
2025
Q3 		$1.57M Sell
30,433
-295
-1% -$14.8K ﹤0.01% 3551
2025
Q2 		$1.51M Buy
30,728
+4,418
+17% +$204K ﹤0.01% 3386
2025
Q1 		$1.2M Buy
26,310
+4,349
+20% +$203K ﹤0.01% 3404
2024
Q4 		$1.01M Buy
21,961
+865
+4% +$39.7K ﹤0.01% 3475
2024
Q3 		$950K Buy
21,096
+12
+0.1% +$525 ﹤0.01% 3451
2024
Q2 		$910K Buy
21,084
+4,759
+29% +$199K ﹤0.01% 3347
2024
Q1 		$680K Buy
16,325
+7,235
+80% +$293K ﹤0.01% 3513
2023
Q4 		$360K Buy
+9,090
New +$342K ﹤0.01% 3939

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
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
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return
Cerity Partners
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
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

LPL Financial's BMAR Position: Q2 2026 in Review

LPL Financial increased its Innovator US Equity Buffer ETF March (BMAR) stake by 2.3% in Q2 2026, buying an estimated $87.4K and bringing the position to 67,837 shares worth $3.91M. The position accounts for ﹤0.01% of the portfolio, ranked #3029.

LPL Financial first reported a position in BMAR in Q4 2023 and has held it in 11 quarters since. 105 funds tracked by Wall St. Rank hold BMAR as of Q2 2026.

  • LPL Financial held 67,837 shares of Innovator US Equity Buffer ETF March worth $3.91M as of Q2 2026.
  • LPL Financial bought 1,552 Innovator US Equity Buffer ETF March shares in Q2 2026, an estimated $87.4K.
  • Innovator US Equity Buffer ETF March made up ﹤0.01% of LPL Financial's portfolio in Q2 2026, its #3029 holding.
  • LPL Financial first reported a position in Innovator US Equity Buffer ETF March in Q4 2023 and has held it in 11 quarters since.
  • 105 funds tracked by Wall St. Rank held Innovator US Equity Buffer ETF March as of Q2 2026.

Based on LPL Financial's 13F filing for Q2 2026, filed 7 Aug 2026.