Pathstone Holdings’s Innovator US Equity Buffer ETF March BMAR Stock Holding History

Pathstone Holdings’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	$219K	Buy	+3,799	New	+$214K	﹤0.01%	2202

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

Pathstone Holdings's BMAR Position: Q2 2026 in Review

Pathstone Holdings opened a new position in Innovator US Equity Buffer ETF March (BMAR) in Q2 2026: 3,799 shares worth $219K. The stake represents ﹤0.01% of the portfolio and ranks #2202 among its holdings.

105 funds tracked by Wall St. Rank hold BMAR as of Q2 2026.

Pathstone Holdings held 3,799 shares of Innovator US Equity Buffer ETF March worth $219K as of Q2 2026.
Innovator US Equity Buffer ETF March was a new Pathstone Holdings position in Q2 2026.
Innovator US Equity Buffer ETF March made up ﹤0.01% of Pathstone Holdings's portfolio in Q2 2026, its #2202 holding.
105 funds tracked by Wall St. Rank held Innovator US Equity Buffer ETF March as of Q2 2026.

Based on Pathstone Holdings's 13F filing for Q2 2026, filed 13 Aug 2026.