Pinnacle Wealth Planning Services
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Pinnacle Wealth Planning Services’s Innovator US Equity Buffer ETF March BMAR Stock Holding History

Pinnacle Wealth Planning Services’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
Q3 		$118 Hold
2
– – ﹤0.01% 2805
2026
Q2 		$115 Hold
2
– – ﹤0.01% 2729
2026
Q1 		$105 Hold
2
– – ﹤0.01% 2712
2025
Q4 		$106 Buy
+2
New +$104 ﹤0.01% 2732

Other funds holding BMAR

Osaic Holdings
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Macroview Investment Management
Macroview Investment Management Bethesda, Maryland $167M AUM 15.37% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $106B AUM 21.33% 1-Year Est. Return
Cerity Partners
Cerity Partners New York $87.3B AUM 22.01% 1-Year Est. Return
RPGK
Retirement Planning Group (Kansas) Leawood, Kansas $4.01B AUM 11.74% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
Valtinson Bruner Financial Planning
Valtinson Bruner Financial Planning New Brighton, Minnesota $404M AUM 8.34% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $375B AUM 21.05% 1-Year Est. Return
Kestra Advisory Services
Kestra Advisory Services Austin, Texas $35.1B AUM 20.13% 1-Year Est. Return

Pinnacle Wealth Planning Services's BMAR Position: Q3 2026 in Review

Pinnacle Wealth Planning Services held its Innovator US Equity Buffer ETF March (BMAR) position steady in Q3 2026 at 2 shares worth $118. The position accounts for ﹤0.01% of the portfolio, ranked #2805.

Pinnacle Wealth Planning Services first reported a position in BMAR in Q4 2025 and has held it in 4 quarters since. 96 funds tracked by Wall St. Rank hold BMAR as of Q3 2026.

  • Pinnacle Wealth Planning Services held 2 shares of Innovator US Equity Buffer ETF March worth $118 as of Q3 2026.
  • Pinnacle Wealth Planning Services left its Innovator US Equity Buffer ETF March share count unchanged in Q3 2026.
  • Innovator US Equity Buffer ETF March made up ﹤0.01% of Pinnacle Wealth Planning Services's portfolio in Q3 2026, its #2805 holding.
  • Pinnacle Wealth Planning Services first reported a position in Innovator US Equity Buffer ETF March in Q4 2025 and has held it in 4 quarters since.
  • 96 funds tracked by Wall St. Rank held Innovator US Equity Buffer ETF March as of Q3 2026.

Based on Pinnacle Wealth Planning Services's 13F filing for Q3 2026, filed 27 Oct 2026.