MCC
BMAR icon

Money Concepts Capital’s Innovator US Equity Buffer ETF March BMAR Stock Holding History

Money Concepts Capital’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
2023
Q1 		– Sell
-180
Closed -$5.79K – 749
2022
Q4 		$5.79K Buy
+180
New +$5.73K ﹤0.01% 2280
2022
Q2 		– Sell
-1,980
Closed -$69K – 1574
2022
Q1 		$69K Buy
+1,980
New +$67.7K ﹤0.01% 1114

Other funds holding BMAR

Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
NA
NewEdge Advisors New Orleans, Louisiana $27.7B AUM 22.98% 1-Year Est. Return
VBFP
Valtinson Bruner Financial Planning New Brighton, Minnesota $364M AUM 9.63% 1-Year Est. Return
PCM
Penserra Capital Management Orinda, California $8.52B AUM 37.76% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $40.4B AUM 21.2% 1-Year Est. Return
Cerity Partners
Cerity Partners New York $70.8B AUM 21.68% 1-Year Est. Return
W
WPWealth Fort Worth, Texas $654M AUM 13.19% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
MSFS
Main Street Financial Solutions Newtown, Pennsylvania $1.37B AUM 23.84% 1-Year Est. Return

Money Concepts Capital's BMAR Position: Q1 2023 in Review

Money Concepts Capital sold out of Innovator US Equity Buffer ETF March (BMAR) in Q1 2023, closing a stake of 180 shares — an estimated $5.79K sold.

Money Concepts Capital first reported a position in BMAR in Q1 2022 and held it in 2 quarters. The position peaked at $69K in Q1 2022. 66 funds tracked by Wall St. Rank hold BMAR as of Q1 2023.

  • Money Concepts Capital reported no remaining Innovator US Equity Buffer ETF March position as of Q1 2023 after selling out during the quarter.
  • Money Concepts Capital sold 180 Innovator US Equity Buffer ETF March shares in Q1 2023, an estimated $5.79K.
  • Money Concepts Capital first reported a position in Innovator US Equity Buffer ETF March in Q1 2022 and held it in 2 quarters.
  • Money Concepts Capital's Innovator US Equity Buffer ETF March position peaked at $69K in Q1 2022.
  • 66 funds tracked by Wall St. Rank held Innovator US Equity Buffer ETF March as of Q1 2023.

Based on Money Concepts Capital's 13F filing for Q1 2023, filed 1 May 2023.