Pinnacle Wealth Management Group’s Innovator US Equity Buffer ETF March BMAR Stock Holding History

Pinnacle Wealth Management Group’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
2025 Q4	–	Sell	-8,700	Closed	-$449K	–	128
2025 Q3	$449K	Sell	8,700 -300	-3%	-$15.1K	0.23%	70
2025 Q2	$441K	Buy	9,000 +700	+8%	+$32.4K	0.25%	68
2025 Q1	$378K	Sell	8,300 -500	-6%	-$23.3K	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	+$327K	0.29%	68

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

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

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

RPGK

Retirement Planning Group (Kansas) Leawood, Kansas $3.23B AUM 15.3% 1-Year Est. Return

VBFP

Valtinson Bruner Financial Planning New Brighton, Minnesota $364M AUM 9.63% 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

MPCL

My Personal CFO LLC Vancouver, Washington $228M AUM 14.34% 1-Year Est. Return

Pinnacle Wealth Management Group's BMAR Position: Q4 2025 in Review

Pinnacle Wealth Management Group sold out of Innovator US Equity Buffer ETF March (BMAR) in Q4 2025, closing a stake of 8,700 shares — an estimated $449K sold.

Pinnacle Wealth Management Group first reported a position in BMAR in Q3 2023 and held it in 9 quarters. The position peaked at $449K in Q3 2025. 100 funds tracked by Wall St. Rank hold BMAR as of Q4 2025.

Pinnacle Wealth Management Group reported no remaining Innovator US Equity Buffer ETF March position as of Q4 2025 after selling out during the quarter.
Pinnacle Wealth Management Group sold 8,700 Innovator US Equity Buffer ETF March shares in Q4 2025, an estimated $449K.
Pinnacle Wealth Management Group first reported a position in Innovator US Equity Buffer ETF March in Q3 2023 and held it in 9 quarters.
Pinnacle Wealth Management Group's Innovator US Equity Buffer ETF March position peaked at $449K in Q3 2025.
100 funds tracked by Wall St. Rank held Innovator US Equity Buffer ETF March as of Q4 2025.

Based on Pinnacle Wealth Management Group's 13F filing for Q4 2025, filed 23 Jan 2026.