Morgan Stanley
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Morgan Stanley’s Innovator US Equity Buffer ETF March BMAR Stock Holding History

Morgan Stanley’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
2021
Q2 		– Sell
-38
Closed -$1K – 7744
2021
Q1 		$1K Buy
+38
New +$1.15K ﹤0.01% 7326
2020
Q2 		– Sell
-817
Closed -$19K – 6599
2020
Q1 		$19K Buy
+817
New +$19.5K ﹤0.01% 5829

Other funds holding BMAR

Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
BCM
Beck Capital Management Austin, Texas $437M AUM 59.35% 1-Year Est. Return
AA
Advisory Alpha Holland, Michigan $3.66B AUM 14.99% 1-Year Est. Return
VBFP
Valtinson Bruner Financial Planning New Brighton, Minnesota $364M AUM 9.63% 1-Year Est. Return
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $40.4B AUM 21.2% 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
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
LNC
Lincoln National Corp Radnor, Pennsylvania $3.45B AUM 12.55% 1-Year Est. Return

Morgan Stanley's BMAR Position: Q2 2021 in Review

Morgan Stanley sold out of Innovator US Equity Buffer ETF March (BMAR) in Q2 2021, closing a stake of 38 shares — an estimated $1K sold.

Morgan Stanley first reported a position in BMAR in Q1 2020 and held it in 2 quarters. The position peaked at $19K in Q1 2020. 39 funds tracked by Wall St. Rank hold BMAR as of Q2 2021.

  • Morgan Stanley reported no remaining Innovator US Equity Buffer ETF March position as of Q2 2021 after selling out during the quarter.
  • Morgan Stanley sold 38 Innovator US Equity Buffer ETF March shares in Q2 2021, an estimated $1K.
  • Morgan Stanley first reported a position in Innovator US Equity Buffer ETF March in Q1 2020 and held it in 2 quarters.
  • Morgan Stanley's Innovator US Equity Buffer ETF March position peaked at $19K in Q1 2020.
  • 39 funds tracked by Wall St. Rank held Innovator US Equity Buffer ETF March as of Q2 2021.

Based on Morgan Stanley's 13F filing for Q2 2021, filed 16 Aug 2021.