Mutual Advisors’s Innovator US Equity Buffer ETF March BMAR Stock Holding History

Mutual Advisors’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	$211K	Buy	+3,657	New	+$206K	﹤0.01%	1315
2024 Q3	–	Sell	-5,270	Closed	-$228K	–	1094
2024 Q2	$228K	Sell	5,270 -237	-4%	-$9.91K	0.01%	990
2024 Q1	$229K	Sell	5,507 -95	-2%	-$3.85K	0.01%	982
2023 Q4	$222K	Sell	5,602 -65	-1%	-$2.44K	0.01%	930
2023 Q3	$206K	Buy	5,667 +1	+0%	+$37	0.01%	913
2023 Q2	$210K	Sell	5,666 -212	-4%	-$7.52K	0.01%	930
2023 Q1	$204K	Buy	+5,878	New	+$197K	0.01%	921

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

TPW

Talon Private Wealth The Villages, Florida $855M AUM

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 Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return

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 St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Mutual Advisors's BMAR Position: Q2 2026 in Review

Mutual Advisors opened a new position in Innovator US Equity Buffer ETF March (BMAR) in Q2 2026: 3,657 shares worth $211K. The stake represents ﹤0.01% of the portfolio and ranks #1315 among its holdings. This is a return to the name: Mutual Advisors previously reported a position in BMAR as recently as Q2 2024.

Mutual Advisors first reported a position in BMAR in Q1 2023 and has held it in 7 quarters since. The position peaked at $229K in Q1 2024. 107 funds tracked by Wall St. Rank hold BMAR as of Q2 2026.

Mutual Advisors held 3,657 shares of Innovator US Equity Buffer ETF March worth $211K as of Q2 2026.
Innovator US Equity Buffer ETF March was a new Mutual Advisors position in Q2 2026.
Innovator US Equity Buffer ETF March made up ﹤0.01% of Mutual Advisors's portfolio in Q2 2026, its #1315 holding.
Mutual Advisors first reported a position in Innovator US Equity Buffer ETF March in Q1 2023 and has held it in 7 quarters since.
Mutual Advisors's Innovator US Equity Buffer ETF March position peaked at $229K in Q1 2024.
107 funds tracked by Wall St. Rank held Innovator US Equity Buffer ETF March as of Q2 2026.

Based on Mutual Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.