Sagespring Wealth Partners’s Innovator US Equity Buffer ETF March BMAR Stock Holding History

Sagespring Wealth Partners’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
2025 Q2	–	Sell	-7,709	Closed	-$351K	–	710
2025 Q1	$351K	Buy	+7,709	New	+$359K	0.01%	470

Other funds holding BMAR

BCM

Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return

OWA

Outlook Wealth Advisors Shenandoah, Texas $413M AUM 19.55% 1-Year Est. Return

PCM

Penserra Capital Management Orinda, California $8.52B AUM 37.76% 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

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

HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return

Cerity Partners New York $70.8B AUM 21.68% 1-Year Est. Return

VBFP

Valtinson Bruner Financial Planning New Brighton, Minnesota $364M AUM 9.63% 1-Year Est. Return

Sagespring Wealth Partners's BMAR Position: Q2 2025 in Review

Sagespring Wealth Partners sold out of Innovator US Equity Buffer ETF March (BMAR) in Q2 2025, closing a stake of 7,709 shares — an estimated $351K sold.

Sagespring Wealth Partners first reported a position in BMAR in Q1 2025 and held it in 1 quarter. The position peaked at $351K in Q1 2025. 99 funds tracked by Wall St. Rank hold BMAR as of Q2 2025.

Sagespring Wealth Partners reported no remaining Innovator US Equity Buffer ETF March position as of Q2 2025 after selling out during the quarter.
Sagespring Wealth Partners sold 7,709 Innovator US Equity Buffer ETF March shares in Q2 2025, an estimated $351K.
Sagespring Wealth Partners first reported a position in Innovator US Equity Buffer ETF March in Q1 2025 and held it in 1 quarter.
Sagespring Wealth Partners's Innovator US Equity Buffer ETF March position peaked at $351K in Q1 2025.
99 funds tracked by Wall St. Rank held Innovator US Equity Buffer ETF March as of Q2 2025.

Based on Sagespring Wealth Partners's 13F filing for Q2 2025, filed 28 Jul 2025.