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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
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

PCM
Penserra Capital Management Orinda, California $8.52B AUM 37.76% 1-Year Est. Return
MIM
Macroview Investment Management Bethesda, Maryland $144M AUM 19.29% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 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
Cerity Partners
Cerity Partners New York $70.8B AUM 21.68% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 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 $26.4B AUM 21.05% 1-Year Est. Return