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
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

OWA

Outlook Wealth Advisors Shenandoah, Texas $413M AUM 19.55% 1-Year Est. Return

PCM

Penserra Capital Management Orinda, California $8.52B AUM 37.76% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

RPGK

Retirement Planning Group (Kansas) Leawood, Kansas $3.23B AUM 15.3% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return

VBFP

Valtinson Bruner Financial Planning New Brighton, Minnesota $364M AUM 9.63% 1-Year Est. Return

MPCL

My Personal CFO LLC Vancouver, Washington $256M AUM 22.12% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

FFA

Fragasso Financial Advisors Sewickley, Pennsylvania $1.88B AUM 23.81% 1-Year Est. Return

Mutual Advisors's BMAR Position: Q3 2024 in Review

Mutual Advisors sold out of Innovator US Equity Buffer ETF March (BMAR) in Q3 2024, closing a stake of 5,270 shares — an estimated $228K sold.

Mutual Advisors first reported a position in BMAR in Q1 2023 and held it in 6 quarters. The position peaked at $229K in Q1 2024. 95 funds tracked by Wall St. Rank hold BMAR as of Q3 2024.

Mutual Advisors reported no remaining Innovator US Equity Buffer ETF March position as of Q3 2024 after selling out during the quarter.
Mutual Advisors sold 5,270 Innovator US Equity Buffer ETF March shares in Q3 2024, an estimated $228K.
Mutual Advisors first reported a position in Innovator US Equity Buffer ETF March in Q1 2023 and held it in 6 quarters.
Mutual Advisors's Innovator US Equity Buffer ETF March position peaked at $229K in Q1 2024.
95 funds tracked by Wall St. Rank held Innovator US Equity Buffer ETF March as of Q3 2024.

Based on Mutual Advisors's 13F filing for Q3 2024, filed 25 Oct 2024.