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

NewEdge 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
2023
Q3 		– Sell
-104,344
Closed -$3.87M – 3484
2023
Q2 		$3.87M Sell
104,344
-254
-0.2% -$9.01K 0.04% 385
2023
Q1 		$3.63M Buy
+104,598
New +$3.5M 0.05% 371

Other funds holding BMAR

PCM
Penserra Capital Management Orinda, California $8.52B AUM 37.76% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 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
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
MSFS
Main Street Financial Solutions Newtown, Pennsylvania $1.37B AUM 23.84% 1-Year Est. Return
FFA
Fragasso Financial Advisors Sewickley, Pennsylvania $1.88B AUM 23.81% 1-Year Est. Return
W
WPWealth Fort Worth, Texas $654M AUM 13.19% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $43.3B AUM 29.3% 1-Year Est. Return

NewEdge Advisors's BMAR Position: Q3 2023 in Review

NewEdge Advisors sold out of Innovator US Equity Buffer ETF March (BMAR) in Q3 2023, closing a stake of 104,344 shares — an estimated $3.87M sold.

NewEdge Advisors first reported a position in BMAR in Q1 2023 and held it in 2 quarters. The position peaked at $3.87M in Q2 2023. 66 funds tracked by Wall St. Rank hold BMAR as of Q3 2023.

  • NewEdge Advisors reported no remaining Innovator US Equity Buffer ETF March position as of Q3 2023 after selling out during the quarter.
  • NewEdge Advisors sold 104,344 Innovator US Equity Buffer ETF March shares in Q3 2023, an estimated $3.87M.
  • NewEdge Advisors first reported a position in Innovator US Equity Buffer ETF March in Q1 2023 and held it in 2 quarters.
  • NewEdge Advisors's Innovator US Equity Buffer ETF March position peaked at $3.87M in Q2 2023.
  • 66 funds tracked by Wall St. Rank held Innovator US Equity Buffer ETF March as of Q3 2023.

Based on NewEdge Advisors's 13F filing for Q3 2023, filed 14 Nov 2023.