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 Q2	$233K	Hold	4,036	–	–	﹤0.01%	1451
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

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 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 Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return

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 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

Principal Securities's BMAR Position: Q2 2026 in Review

Principal Securities held its Innovator US Equity Buffer ETF March (BMAR) position steady in Q2 2026 at 4,036 shares worth $233K. The position accounts for ﹤0.01% of the portfolio, ranked #1451.

Principal Securities first reported a position in BMAR in Q1 2024 and has held it in 9 quarters since. 105 funds tracked by Wall St. Rank hold BMAR as of Q2 2026.

Principal Securities held 4,036 shares of Innovator US Equity Buffer ETF March worth $233K as of Q2 2026.
Principal Securities 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 Principal Securities's portfolio in Q2 2026, its #1451 holding.
Principal Securities first reported a position in Innovator US Equity Buffer ETF March in Q1 2024 and has held it in 9 quarters since.
105 funds tracked by Wall St. Rank held Innovator US Equity Buffer ETF March as of Q2 2026.

Based on Principal Securities's 13F filing for Q2 2026, filed 4 Aug 2026.