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 Q1	$105	Hold	2	–	–	﹤0.01%	2712
2025 Q4	$106	Buy	+2	New	+$104	﹤0.01%	2732

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

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

Pinnacle Wealth Planning Services's BMAR Position: Q1 2026 in Review

Pinnacle Wealth Planning Services held its Innovator US Equity Buffer ETF March (BMAR) position steady in Q1 2026 at 2 shares worth $105. The position accounts for ﹤0.01% of the portfolio, ranked #2712.

Pinnacle Wealth Planning Services first reported a position in BMAR in Q4 2025 and has held it in 2 quarters since. The position peaked at $106 in Q4 2025. 100 funds tracked by Wall St. Rank hold BMAR as of Q1 2026.

Pinnacle Wealth Planning Services held 2 shares of Innovator US Equity Buffer ETF March worth $105 as of Q1 2026.
Pinnacle Wealth Planning Services left its Innovator US Equity Buffer ETF March share count unchanged in Q1 2026.
Innovator US Equity Buffer ETF March made up ﹤0.01% of Pinnacle Wealth Planning Services's portfolio in Q1 2026, its #2712 holding.
Pinnacle Wealth Planning Services first reported a position in Innovator US Equity Buffer ETF March in Q4 2025 and has held it in 2 quarters since.
Pinnacle Wealth Planning Services's Innovator US Equity Buffer ETF March position peaked at $106 in Q4 2025.
100 funds tracked by Wall St. Rank held Innovator US Equity Buffer ETF March as of Q1 2026.

Based on Pinnacle Wealth Planning Services's 13F filing for Q1 2026, filed 11 May 2026.