Principal Securities’s Innovator US Equity Buffer ETF March BMAR Stock Holding History

Principal Securities’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	$212K	Buy	+4,036	New	+$216K	﹤0.01%	1367
2025 Q4	–	Sell	-2,341	Closed	-$121K	–	1599
2025 Q3	$121K	Buy	2,341 +338	+17%	+$17K	﹤0.01%	1512
2025 Q2	$98.2K	Buy	2,003 +321	+19%	+$14.8K	﹤0.01%	1553
2025 Q1	$77.6K	Hold	1,682	–	–	﹤0.01%	1546
2024 Q4	$77.6K	Hold	1,682	–	–	﹤0.01%	1543
2024 Q3	$75.7K	Hold	1,682	–	–	﹤0.01%	1514
2024 Q2	$72.6K	Buy	1,682 +32	+2%	+$1.34K	﹤0.01%	1448
2024 Q1	$68.8K	Buy	+1,650	New	+$66.9K	﹤0.01%	1429

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

Principal Securities's BMAR Position: Q1 2026 in Review

Principal Securities opened a new position in Innovator US Equity Buffer ETF March (BMAR) in Q1 2026: 4,036 shares worth $212K. The stake represents ﹤0.01% of the portfolio and ranks #1367 among its holdings. This is a return to the name: Principal Securities previously reported a position in BMAR as recently as Q3 2025.

Principal Securities first reported a position in BMAR in Q1 2024 and has held it in 8 quarters since. 100 funds tracked by Wall St. Rank hold BMAR as of Q1 2026.

Principal Securities held 4,036 shares of Innovator US Equity Buffer ETF March worth $212K as of Q1 2026.
Innovator US Equity Buffer ETF March was a new Principal Securities position in Q1 2026.
Innovator US Equity Buffer ETF March made up ﹤0.01% of Principal Securities's portfolio in Q1 2026, its #1367 holding.
Principal Securities first reported a position in Innovator US Equity Buffer ETF March in Q1 2024 and has held it in 8 quarters since.
100 funds tracked by Wall St. Rank held Innovator US Equity Buffer ETF March as of Q1 2026.

Based on Principal Securities's 13F filing for Q1 2026, filed 13 May 2026.