Pinnacle Wealth Management Group’s Innovator US Equity Buffer ETF March BMAR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $441K | Buy |
9,000
+700
| +8% | +$34.3K | 0.25% | 68 |
|
|
2025
Q1 | $378K | Sell |
8,300
-500
| -6% | -$22.8K | 0.26% | 68 |
|
|
2024
Q4 | $406K | Hold |
8,800
| – | – | 0.25% | 70 |
|
|
2024
Q3 | $396K | Hold |
8,800
| – | – | 0.25% | 75 |
|
|
2024
Q2 | $380K | Hold |
8,800
| – | – | 0.26% | 68 |
|
|
2024
Q1 | $367K | Hold |
8,800
| – | – | 0.27% | 70 |
|
|
2023
Q4 | $349K | Hold |
8,800
| – | – | 0.29% | 68 |
|
|
2023
Q3 | $320K | Buy |
+8,800
| New | +$320K | 0.29% | 68 |
|