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

Merit 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 		$373K Buy
6,476
+1,384
+27% +$78K ﹤0.01% 1677
2026
Q1 		$267K Buy
5,092
+1,210
+31% +$64.6K ﹤0.01% 1730
2025
Q4 		$206K Buy
+3,882
New +$203K ﹤0.01% 1802

Other funds holding BMAR

BCM
Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return
MPCL
My Personal CFO LLC Vancouver, Washington $256M AUM 22.12% 1-Year Est. Return
LF
Lantz Financial Naperville, Illinois $546M AUM 23.57% 1-Year Est. Return
CB
Chris Bulman Roseville, California $274M AUM 22.07% 1-Year Est. Return
FFA
Fragasso Financial Advisors Sewickley, Pennsylvania $1.88B AUM 23.81% 1-Year Est. Return
IIA
Integral Investment Advisors Turlock, California $454M AUM 21.42% 1-Year Est. Return
SWM
Spire Wealth Management Mclean, Virginia $3.31B AUM 38.78% 1-Year Est. Return
NG
Novem Group Rochester, New York $988M AUM 20.85% 1-Year Est. Return
BWM
BCS Wealth Management Johnson City, Tennessee $555M AUM 18.41% 1-Year Est. Return
TWM
TopTier Wealth Management Muskego, Wisconsin $166M AUM

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

Merit Financial Group increased its Innovator US Equity Buffer ETF March (BMAR) stake by 27% in Q2 2026, buying an estimated $78K and bringing the position to 6,476 shares worth $373K. The position accounts for ﹤0.01% of the portfolio, ranked #1677.

Merit Financial Group first reported a position in BMAR in Q4 2025 and has held it in 3 quarters since. 20 funds tracked by Wall St. Rank hold BMAR as of Q2 2026.

  • Merit Financial Group held 6,476 shares of Innovator US Equity Buffer ETF March worth $373K as of Q2 2026.
  • Merit Financial Group bought 1,384 Innovator US Equity Buffer ETF March shares in Q2 2026, an estimated $78K.
  • Innovator US Equity Buffer ETF March made up ﹤0.01% of Merit Financial Group's portfolio in Q2 2026, its #1677 holding.
  • Merit Financial Group first reported a position in Innovator US Equity Buffer ETF March in Q4 2025 and has held it in 3 quarters since.
  • 20 funds tracked by Wall St. Rank held Innovator US Equity Buffer ETF March as of Q2 2026.

Based on Merit Financial Group's 13F filing for Q2 2026, filed 17 Jul 2026.