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

Outlook Wealth 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
2026 Q2	$396K	Sell	6,869 -222	-3%	-$12.5K	0.09%	211
2026 Q1	$372K	Hold	7,091	–	–	0.09%	210
2025 Q4	$376K	Sell	7,091 -284	-4%	-$14.8K	0.09%	200
2025 Q3	$381K	Sell	7,375 -416,306	-98%	-$20.9M	0.09%	195
2025 Q2	$20.8M	Buy	423,681 +8,726	+2%	+$403K	5.34%	1
2025 Q1	$18.9M	Buy	414,955 +31,651	+8%	+$1.48M	5.26%	1
2024 Q4	$17.7M	Sell	383,304 -3,668	-0.9%	-$168K	5.08%	1
2024 Q3	$17.4M	Buy	386,972 +12,615	+3%	+$551K	5%	1
2024 Q2	$760K	Buy	374,357 +9,858	+3%	+$412K	0.24%	85
2024 Q1	$15.2M	Buy	+364,499	New	+$14.8M	4.69%	1

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 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 Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return

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 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

Outlook Wealth Advisors's BMAR Position: Q2 2026 in Review

Outlook Wealth Advisors reduced its Innovator US Equity Buffer ETF March (BMAR) stake by 3.1% in Q2 2026, selling an estimated $12.5K and leaving 6,869 shares worth $396K. The position accounts for 0.09% of the portfolio, ranked #211.

Outlook Wealth Advisors first reported a position in BMAR in Q1 2024 and has held it in 10 quarters since. The position peaked at $20.8M in Q2 2025. 105 funds tracked by Wall St. Rank hold BMAR as of Q2 2026.

Outlook Wealth Advisors held 6,869 shares of Innovator US Equity Buffer ETF March worth $396K as of Q2 2026.
Outlook Wealth Advisors sold 222 Innovator US Equity Buffer ETF March shares in Q2 2026, an estimated $12.5K.
Innovator US Equity Buffer ETF March made up 0.09% of Outlook Wealth Advisors's portfolio in Q2 2026, its #211 holding.
Outlook Wealth Advisors first reported a position in Innovator US Equity Buffer ETF March in Q1 2024 and has held it in 10 quarters since.
Outlook Wealth Advisors's Innovator US Equity Buffer ETF March position peaked at $20.8M in Q2 2025.
105 funds tracked by Wall St. Rank held Innovator US Equity Buffer ETF March as of Q2 2026.

Based on Outlook Wealth Advisors's 13F filing for Q2 2026, filed 3 Aug 2026.