RJFSA
BMAR icon

Raymond James Financial Services Advisors’s Innovator US Equity Buffer ETF March BMAR Stock Holding History

Raymond James Financial Services Advisors’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
2024
Q3 		$1.19M Sell
26,382
-158
-0.6% -$6.91K ﹤0.01% 2052
2024
Q2 		$1.15M Buy
26,540
+262
+1% +$11K ﹤0.01% 2003
2024
Q1 		$1.09M Buy
+26,278
New +$1.07M ﹤0.01% 2005

Other funds holding BMAR

OWA
Outlook Wealth Advisors Shenandoah, Texas $463M AUM 26.46% 1-Year Est. Return
PCM
Penserra Capital Management Orinda, California $8.52B AUM 37.76% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
RPGK
Retirement Planning Group (Kansas) Leawood, Kansas $3.94B AUM 18.64% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return
VBFP
Valtinson Bruner Financial Planning New Brighton, Minnesota $399M AUM 12.95% 1-Year Est. Return
MPCL
My Personal CFO LLC Vancouver, Washington $256M AUM 22.12% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
FFA
Fragasso Financial Advisors Sewickley, Pennsylvania $1.88B AUM 23.81% 1-Year Est. Return

Raymond James Financial Services Advisors's BMAR Position: Q3 2024 in Review

Raymond James Financial Services Advisors reduced its Innovator US Equity Buffer ETF March (BMAR) stake by 0.6% in Q3 2024, selling an estimated $6.91K and leaving 26,382 shares worth $1.19M. The position accounts for ﹤0.01% of the portfolio, ranked #2052.

Raymond James Financial Services Advisors first reported a position in BMAR in Q1 2024 and has held it in 3 quarters since. 95 funds tracked by Wall St. Rank hold BMAR as of Q3 2024.

  • Raymond James Financial Services Advisors held 26,382 shares of Innovator US Equity Buffer ETF March worth $1.19M as of Q3 2024.
  • Raymond James Financial Services Advisors sold 158 Innovator US Equity Buffer ETF March shares in Q3 2024, an estimated $6.91K.
  • Innovator US Equity Buffer ETF March made up ﹤0.01% of Raymond James Financial Services Advisors's portfolio in Q3 2024, its #2052 holding.
  • Raymond James Financial Services Advisors first reported a position in Innovator US Equity Buffer ETF March in Q1 2024 and has held it in 3 quarters since.
  • 95 funds tracked by Wall St. Rank held Innovator US Equity Buffer ETF March as of Q3 2024.

Based on Raymond James Financial Services Advisors's 13F filing for Q3 2024, filed 18 Oct 2024.