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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
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

BCM
Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return
PCM
Penserra Capital Management Orinda, California $13B AUM 71.84% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
MIM
Macroview Investment Management Bethesda, Maryland $162M AUM 22.52% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return
Cerity Partners
Cerity Partners New York $82.7B AUM 28.53% 1-Year Est. Return
RPGK
Retirement Planning Group (Kansas) Leawood, Kansas $3.94B AUM 18.64% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
VBFP
Valtinson Bruner Financial Planning New Brighton, Minnesota $399M AUM 12.95% 1-Year Est. Return

Pinnacle Wealth Planning Services's BMAR Position: Q2 2026 in Review

Pinnacle Wealth Planning Services held its Innovator US Equity Buffer ETF March (BMAR) position steady in Q2 2026 at 2 shares worth $115. The position accounts for ﹤0.01% of the portfolio, ranked #2729.

Pinnacle Wealth Planning Services first reported a position in BMAR in Q4 2025 and has held it in 3 quarters since. 105 funds tracked by Wall St. Rank hold BMAR as of Q2 2026.

  • Pinnacle Wealth Planning Services held 2 shares of Innovator US Equity Buffer ETF March worth $115 as of Q2 2026.
  • Pinnacle Wealth Planning Services left its Innovator US Equity Buffer ETF March share count unchanged in Q2 2026.
  • Innovator US Equity Buffer ETF March made up ﹤0.01% of Pinnacle Wealth Planning Services's portfolio in Q2 2026, its #2729 holding.
  • Pinnacle Wealth Planning Services first reported a position in Innovator US Equity Buffer ETF March in Q4 2025 and has held it in 3 quarters since.
  • 105 funds tracked by Wall St. Rank held Innovator US Equity Buffer ETF March as of Q2 2026.

Based on Pinnacle Wealth Planning Services's 13F filing for Q2 2026, filed 7 Aug 2026.