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My Personal CFO LLC’s Innovator US Equity Buffer ETF March BMAR Stock Holding History

My Personal CFO LLC’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 		$2.22M Sell
38,438
-6,120
-14% -$345K 0.86% 31
2026
Q1 		$2.34M Sell
44,558
-3,732
-8% -$199K 1.02% 25
2025
Q4 		$2.56M Buy
+48,290
New +$2.52M 1.07% 26
2025
Q3 		– Sell
-49,490
Closed -$2.43M – 106
2025
Q2 		$2.43M Sell
49,490
-6,020
-11% -$278K 1.1% 26
2025
Q1 		$2.53M Buy
55,510
+5,700
+11% +$266K 1.27% 21
2024
Q4 		$2.3M Sell
49,810
-950
-2% -$43.6K 1.18% 24
2024
Q3 		$2.29M Sell
50,760
-1,550
-3% -$67.8K 1.25% 21
2024
Q2 		$2.26M Hold
52,310
– – 1.21% 20
2024
Q1 		$2.18M Buy
52,310
+17,110
+49% +$694K 1.26% 19
2023
Q4 		$1.39M Hold
35,200
– – 0.91% 31
2023
Q3 		$1.28M Hold
35,200
– – 1.03% 29
2023
Q2 		$1.31M Hold
35,200
– – 1.03% 30
2023
Q1 		$1.22M Buy
35,200
+24,193
+220% +$811K 1.04% 28
2022
Q4 		$579K Hold
11,007
– – 0.53% 39
2022
Q3 		$547K Buy
11,007
+4,007
+57% +$129K 0.83% 31
2022
Q2 		$217K Hold
7,000
– – 0.28% 54
2022
Q1 		$245K Hold
7,000
– – 0.25% 50
2021
Q4 		$242K Buy
+7,000
New +$238K 0.21% 56

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
Osaic Holdings
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
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return
Cerity Partners
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
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
VBFP
Valtinson Bruner Financial Planning New Brighton, Minnesota $399M AUM 12.95% 1-Year Est. Return

My Personal CFO LLC's BMAR Position: Q2 2026 in Review

My Personal CFO LLC reduced its Innovator US Equity Buffer ETF March (BMAR) stake by 14% in Q2 2026, selling an estimated $345K and leaving 38,438 shares worth $2.22M. The position accounts for 0.86% of the portfolio, ranked #31.

My Personal CFO LLC first reported a position in BMAR in Q4 2021 and has held it in 18 quarters since. The position peaked at $2.56M in Q4 2025. 105 funds tracked by Wall St. Rank hold BMAR as of Q2 2026.

  • My Personal CFO LLC held 38,438 shares of Innovator US Equity Buffer ETF March worth $2.22M as of Q2 2026.
  • My Personal CFO LLC sold 6,120 Innovator US Equity Buffer ETF March shares in Q2 2026, an estimated $345K.
  • Innovator US Equity Buffer ETF March made up 0.86% of My Personal CFO LLC's portfolio in Q2 2026, its #31 holding.
  • My Personal CFO LLC first reported a position in Innovator US Equity Buffer ETF March in Q4 2021 and has held it in 18 quarters since.
  • My Personal CFO LLC's Innovator US Equity Buffer ETF March position peaked at $2.56M in Q4 2025.
  • 105 funds tracked by Wall St. Rank held Innovator US Equity Buffer ETF March as of Q2 2026.

Based on My Personal CFO LLC's 13F filing for Q2 2026, filed 22 Jul 2026.