Secure Asset Management’s Innovator US Equity Buffer ETF March BMAR Stock Holding History

Secure Asset Management’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	–	Sell	-5,998	Closed	-$318K	–	335
2025 Q4	$318K	Sell	5,998 -40	-0.7%	-$2.09K	0.05%	259
2025 Q3	$312K	Hold	6,038	–	–	0.05%	242
2025 Q2	$296K	Hold	6,038	–	–	0.05%	250
2025 Q1	$275K	Buy	+6,038	New	+$282K	0.06%	246

Other funds holding BMAR

PCM

Penserra Capital Management Orinda, California $13B AUM 71.84% 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

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

RPGK

Retirement Planning Group (Kansas) Leawood, Kansas $3.94B AUM 18.64% 1-Year Est. Return

Cerity Partners New York $82.7B AUM 28.53% 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

KAS

Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return

Secure Asset Management's BMAR Position: Q1 2026 in Review

Secure Asset Management sold out of Innovator US Equity Buffer ETF March (BMAR) in Q1 2026, closing a stake of 5,998 shares — an estimated $318K sold.

Secure Asset Management first reported a position in BMAR in Q1 2025 and held it in 4 quarters. The position peaked at $318K in Q4 2025. 101 funds tracked by Wall St. Rank hold BMAR as of Q1 2026.

Secure Asset Management reported no remaining Innovator US Equity Buffer ETF March position as of Q1 2026 after selling out during the quarter.
Secure Asset Management sold 5,998 Innovator US Equity Buffer ETF March shares in Q1 2026, an estimated $318K.
Secure Asset Management first reported a position in Innovator US Equity Buffer ETF March in Q1 2025 and held it in 4 quarters.
Secure Asset Management's Innovator US Equity Buffer ETF March position peaked at $318K in Q4 2025.
101 funds tracked by Wall St. Rank held Innovator US Equity Buffer ETF March as of Q1 2026.

Based on Secure Asset Management's 13F filing for Q1 2026, filed 9 Apr 2026.