LPL Financial
BMAR icon

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
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

PCM
Penserra Capital Management Orinda, California $8.52B AUM 37.76% 1-Year Est. Return
MIM
Macroview Investment Management Bethesda, Maryland $143M AUM 19.29% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
RPGK
Retirement Planning Group (Kansas) Leawood, Kansas $3.23B AUM 15.3% 1-Year Est. Return
Cerity Partners
Cerity Partners New York $70.5B AUM 21.68% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
VBFP
Valtinson Bruner Financial Planning New Brighton, Minnesota $364M AUM 9.63% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $26.4B AUM 21.05% 1-Year Est. Return