Penserra Capital Management’s Innovator US Equity Buffer ETF March BMAR Stock Holding History

Penserra Capital Management’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	$20.4M	Buy	387,801 +38,772	+11%	+$2.07M	0.24%	121
2025 Q4	$18.5M	Sell	349,029 -11,124	-3%	-$580K	0.22%	128
2025 Q3	$18.6M	Buy	360,153 +4,302	+1%	+$216K	0.22%	132
2025 Q2	$17.5M	Sell	355,851 -32,641	-8%	-$1.51M	0.24%	130
2025 Q1	$17.7M	Buy	388,492 +56,940	+17%	+$2.65M	0.32%	69
2024 Q4	$15.3M	Buy	331,552 +39,178	+13%	+$1.8M	0.28%	81
2024 Q3	$13.2M	Buy	292,374 +60,516	+26%	+$2.65M	0.29%	85
2024 Q2	$10M	Buy	231,858 +22,148	+11%	+$926K	0.13%	148
2024 Q1	$8.74M	Buy	209,710 +56,784	+37%	+$2.3M	0.11%	158
2023 Q4	$6.06M	Buy	152,926 +22,515	+17%	+$846K	0.11%	137
2023 Q3	$4.74M	Buy	130,411 +39,555	+44%	+$1.47M	0.1%	147
2023 Q2	$3.37M	Buy	90,856 +4,289	+5%	+$152K	0.07%	214
2023 Q1	$3M	Sell	86,567 -5,968	-6%	-$200K	0.06%	230
2022 Q4	$2.98M	Buy	92,535 +40,350	+77%	+$1.29M	0.07%	282
2022 Q3	$1.57M	Buy	52,185 +11,928	+30%	+$384K	0.04%	306
2022 Q2	$1.25M	Buy	40,257 +21,957	+120%	+$718K	0.03%	359
2022 Q1	$641K	Buy	+18,300	New	+$626K	0.02%	456

Other funds holding BMAR

MIM

Macroview Investment Management Bethesda, Maryland $144M AUM 19.29% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return

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 New York $70.8B AUM 21.68% 1-Year Est. Return

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

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Penserra Capital Management's BMAR Position: Q1 2026 in Review

Penserra Capital Management increased its Innovator US Equity Buffer ETF March (BMAR) stake by 11% in Q1 2026, buying an estimated $2.07M and bringing the position to 387,801 shares worth $20.4M. The position accounts for 0.24% of the portfolio, ranked #121.

Penserra Capital Management first reported a position in BMAR in Q1 2022 and has held it in 17 quarters since. 100 funds tracked by Wall St. Rank hold BMAR as of Q1 2026.

Penserra Capital Management held 387,801 shares of Innovator US Equity Buffer ETF March worth $20.4M as of Q1 2026.
Penserra Capital Management bought 38,772 Innovator US Equity Buffer ETF March shares in Q1 2026, an estimated $2.07M.
Innovator US Equity Buffer ETF March made up 0.24% of Penserra Capital Management's portfolio in Q1 2026, its #121 holding.
Penserra Capital Management first reported a position in Innovator US Equity Buffer ETF March in Q1 2022 and has held it in 17 quarters since.
100 funds tracked by Wall St. Rank held Innovator US Equity Buffer ETF March as of Q1 2026.

Based on Penserra Capital Management's 13F filing for Q1 2026, filed 11 May 2026.