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NorthRock Partners’s Innovator US Equity Buffer ETF March BMAR Stock Holding History

NorthRock Partners’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
Q2 		– Sell
-489
Closed -$20.4K – 816
2024
Q1 		$20.4K Buy
+489
New +$19.8K ﹤0.01% 708

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 $8.52B AUM 37.76% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
RPGK
Retirement Planning Group (Kansas) Leawood, Kansas $3.23B AUM 15.3% 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 $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
KAS
Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $43.3B AUM 29.3% 1-Year Est. Return
MPCL
My Personal CFO LLC Vancouver, Washington $256M AUM 22.12% 1-Year Est. Return

NorthRock Partners's BMAR Position: Q2 2024 in Review

NorthRock Partners sold out of Innovator US Equity Buffer ETF March (BMAR) in Q2 2024, closing a stake of 489 shares — an estimated $20.4K sold.

NorthRock Partners first reported a position in BMAR in Q1 2024 and held it in 1 quarter. The position peaked at $20.4K in Q1 2024. 99 funds tracked by Wall St. Rank hold BMAR as of Q2 2024.

  • NorthRock Partners reported no remaining Innovator US Equity Buffer ETF March position as of Q2 2024 after selling out during the quarter.
  • NorthRock Partners sold 489 Innovator US Equity Buffer ETF March shares in Q2 2024, an estimated $20.4K.
  • NorthRock Partners first reported a position in Innovator US Equity Buffer ETF March in Q1 2024 and held it in 1 quarter.
  • NorthRock Partners's Innovator US Equity Buffer ETF March position peaked at $20.4K in Q1 2024.
  • 99 funds tracked by Wall St. Rank held Innovator US Equity Buffer ETF March as of Q2 2024.

Based on NorthRock Partners's 13F filing for Q2 2024, filed 6 Aug 2024.