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Noble Wealth Management PBC’s Innovator US Equity Buffer ETF March BMAR Stock Holding History

Noble Wealth Management PBC’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
2025
Q1 		$4.55K Hold
100
– – ﹤0.01% 445
2024
Q4 		$4.61K Buy
+100
New +$4.59K ﹤0.01% 402

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
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 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
RPGK
Retirement Planning Group (Kansas) Leawood, Kansas $3.23B AUM 15.3% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
Cerity Partners
Cerity Partners New York $70.8B AUM 21.68% 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

Noble Wealth Management PBC's BMAR Position: Q1 2025 in Review

Noble Wealth Management PBC held its Innovator US Equity Buffer ETF March (BMAR) position steady in Q1 2025 at 100 shares worth $4.55K. The position accounts for ﹤0.01% of the portfolio, ranked #445.

Noble Wealth Management PBC first reported a position in BMAR in Q4 2024 and has held it in 2 quarters since. The position peaked at $4.61K in Q4 2024. 103 funds tracked by Wall St. Rank hold BMAR as of Q1 2025.

  • Noble Wealth Management PBC held 100 shares of Innovator US Equity Buffer ETF March worth $4.55K as of Q1 2025.
  • Noble Wealth Management PBC left its Innovator US Equity Buffer ETF March share count unchanged in Q1 2025.
  • Innovator US Equity Buffer ETF March made up ﹤0.01% of Noble Wealth Management PBC's portfolio in Q1 2025, its #445 holding.
  • Noble Wealth Management PBC first reported a position in Innovator US Equity Buffer ETF March in Q4 2024 and has held it in 2 quarters since.
  • Noble Wealth Management PBC's Innovator US Equity Buffer ETF March position peaked at $4.61K in Q4 2024.
  • 103 funds tracked by Wall St. Rank held Innovator US Equity Buffer ETF March as of Q1 2025.

Based on Noble Wealth Management PBC's 13F filing for Q1 2025, filed 15 Apr 2025.