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Retirement Planning Group (Kansas)’s Innovator US Equity Buffer ETF March BMAR Stock Holding History

Retirement Planning Group (Kansas)’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 		$4.97M Sell
86,301
-2,520
-3% -$142K 0.13% 79
2026
Q1 		$4.66M Sell
88,821
-423
-0.5% -$22.6K 0.14% 66
2025
Q4 		$4.73M Sell
89,244
-1,966
-2% -$103K 0.16% 59
2025
Q3 		$4.71M Sell
91,210
-247
-0.3% -$12.4K 0.16% 58
2025
Q2 		$4.49M Sell
91,457
-23,629
-21% -$1.09M 0.19% 46
2025
Q1 		$5.24M Buy
115,086
+20
+0% +$933 0.25% 38
2024
Q4 		$5.31M Sell
115,066
-359
-0.3% -$16.5K 0.27% 38
2024
Q3 		$5.2M Sell
115,425
-13,983
-11% -$611K 0.28% 42
2024
Q2 		$5.59M Sell
129,408
-281
-0.2% -$11.7K 0.36% 32
2024
Q1 		$5.4M Buy
129,689
+118,209
+1,030% +$4.79M 0.41% 33
2023
Q4 		$455K Sell
11,480
-1,778
-13% -$66.8K 0.04% 119
2023
Q3 		$482K Hold
13,258
– – 0.05% 101
2023
Q2 		$492K Hold
13,258
– – 0.05% 104
2023
Q1 		$460K Sell
13,258
-92
-0.7% -$3.08K 0.05% 97
2022
Q4 		$430K Sell
13,350
-1,486
-10% -$47.3K 0.05% 96
2022
Q3 		$448K Hold
14,836
– – 0.06% 89
2022
Q2 		$459K Sell
14,836
-8,762
-37% -$287K 0.06% 76
2022
Q1 		$827K Hold
23,598
– – 0.09% 55
2021
Q4 		$817K Buy
+23,598
New +$803K 0.08% 54

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
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
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Retirement Planning Group (Kansas)'s BMAR Position: Q2 2026 in Review

Retirement Planning Group (Kansas) reduced its Innovator US Equity Buffer ETF March (BMAR) stake by 2.8% in Q2 2026, selling an estimated $142K and leaving 86,301 shares worth $4.97M. The position accounts for 0.13% of the portfolio, ranked #79.

Retirement Planning Group (Kansas) first reported a position in BMAR in Q4 2021 and has held it in 19 quarters since. The position peaked at $5.59M in Q2 2024. 105 funds tracked by Wall St. Rank hold BMAR as of Q2 2026.

  • Retirement Planning Group (Kansas) held 86,301 shares of Innovator US Equity Buffer ETF March worth $4.97M as of Q2 2026.
  • Retirement Planning Group (Kansas) sold 2,520 Innovator US Equity Buffer ETF March shares in Q2 2026, an estimated $142K.
  • Innovator US Equity Buffer ETF March made up 0.13% of Retirement Planning Group (Kansas)'s portfolio in Q2 2026, its #79 holding.
  • Retirement Planning Group (Kansas) first reported a position in Innovator US Equity Buffer ETF March in Q4 2021 and has held it in 19 quarters since.
  • Retirement Planning Group (Kansas)'s Innovator US Equity Buffer ETF March position peaked at $5.59M in Q2 2024.
  • 105 funds tracked by Wall St. Rank held Innovator US Equity Buffer ETF March as of Q2 2026.

Based on Retirement Planning Group (Kansas)'s 13F filing for Q2 2026, filed 5 Aug 2026.