Personal CFO Solutions’s Innovator US Equity Buffer ETF March BMAR Stock Holding History

Personal CFO Solutions’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	-262,866	Closed	-$11M	–	539
2024 Q1	$11M	Buy	+262,866	New	+$10.7M	1.71%	8
2023 Q2	–	Sell	-6,169	Closed	-$214K	–	479
2023 Q1	$214K	Buy	+6,169	New	+$207K	0.04%	432
2020 Q2	–	Sell	-34,809	Closed	-$821K	–	318
2020 Q1	$821K	Buy	+34,809	New	+$831K	0.29%	79

Other funds holding BMAR

Brookstone Capital Management Wheaton, Illinois $10.1B AUM 17.94% 1-Year Est. Return

Penserra Capital Management Orinda, California $13B AUM 71.83% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

RPGK

Retirement Planning Group (Kansas) Leawood, Kansas $4.01B AUM 11.74% 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

Valtinson Bruner Financial Planning New Brighton, Minnesota $399M AUM 12.95% 1-Year Est. Return

Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

My Personal CFO LLC Vancouver, Washington $279M AUM 23.15% 1-Year Est. Return

Personal CFO Solutions's BMAR Position: Q2 2024 in Review

Personal CFO Solutions sold out of Innovator US Equity Buffer ETF March (BMAR) in Q2 2024, closing a stake of 262,866 shares — an estimated $11M sold.

Personal CFO Solutions first reported a position in BMAR in Q1 2020 and held it in 3 quarters. The position peaked at $11M in Q1 2024. 99 funds tracked by Wall St. Rank hold BMAR as of Q2 2024.

Personal CFO Solutions reported no remaining Innovator US Equity Buffer ETF March position as of Q2 2024 after selling out during the quarter.
Personal CFO Solutions sold 262,866 Innovator US Equity Buffer ETF March shares in Q2 2024, an estimated $11M.
Personal CFO Solutions first reported a position in Innovator US Equity Buffer ETF March in Q1 2020 and held it in 3 quarters.
Personal CFO Solutions's Innovator US Equity Buffer ETF March position peaked at $11M in Q1 2024.
99 funds tracked by Wall St. Rank held Innovator US Equity Buffer ETF March as of Q2 2024.

Based on Personal CFO Solutions's 13F filing for Q2 2024, filed 9 Aug 2024.