Sigma Planning Corp’s Innovator US Equity Buffer ETF March BMAR Stock Holding History

Sigma Planning Corp’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	$518K	Buy	9,877 +237	+2%	+$12.7K	0.01%	816
2025 Q4	$511K	Sell	9,640 -33	-0.3%	-$1.72K	0.01%	789
2025 Q3	$499K	Buy	9,673 +148	+2%	+$7.44K	0.01%	818
2025 Q2	$467K	Sell	9,525 -2,059	-18%	-$95.2K	0.01%	803
2025 Q1	$527K	Buy	11,584 +337	+3%	+$15.7K	0.02%	716
2024 Q4	$519K	Sell	11,247 -415	-4%	-$19K	0.02%	731
2024 Q3	$525K	Sell	11,662 -544	-4%	-$23.8K	0.02%	723
2024 Q2	$527K	Sell	12,206 -604	-5%	-$25.2K	0.02%	706
2024 Q1	$534K	Buy	+12,810	New	+$519K	0.02%	733
2023 Q4	–	Sell	-7,221	Closed	-$262K	–	880
2023 Q3	$262K	Sell	7,221 -619	-8%	-$23K	0.01%	976
2023 Q2	$291K	Sell	7,840 -5,260	-40%	-$187K	0.01%	945
2023 Q1	$454K	Buy	+13,100	New	+$439K	0.02%	845
2020 Q4	–	Sell	-8,155	Closed	-$230K	–	1207
2020 Q3	$230K	Sell	8,155 -400	-5%	-$11.2K	0.01%	906
2020 Q2	$230K	Hold	8,555	–	–	0.01%	885
2020 Q1	$202K	Buy	+8,555	New	+$204K	0.01%	787

Other funds holding BMAR

PCM

Penserra Capital Management Orinda, California $8.52B AUM 37.76% 1-Year Est. Return

MIM

Macroview Investment Management Bethesda, Maryland $144M AUM 19.29% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 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

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

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

VBFP

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

KAS

Kestra Advisory Services Austin, Texas $26.4B AUM 21.05% 1-Year Est. Return

Sigma Planning Corp's BMAR Position: Q1 2026 in Review

Sigma Planning Corp increased its Innovator US Equity Buffer ETF March (BMAR) stake by 2.5% in Q1 2026, buying an estimated $12.7K and bringing the position to 9,877 shares worth $518K. The position accounts for 0.01% of the portfolio, ranked #816.

Sigma Planning Corp first reported a position in BMAR in Q1 2020 and has held it in 15 quarters since. The position peaked at $534K in Q1 2024. 100 funds tracked by Wall St. Rank hold BMAR as of Q1 2026.

Sigma Planning Corp held 9,877 shares of Innovator US Equity Buffer ETF March worth $518K as of Q1 2026.
Sigma Planning Corp bought 237 Innovator US Equity Buffer ETF March shares in Q1 2026, an estimated $12.7K.
Innovator US Equity Buffer ETF March made up 0.01% of Sigma Planning Corp's portfolio in Q1 2026, its #816 holding.
Sigma Planning Corp first reported a position in Innovator US Equity Buffer ETF March in Q1 2020 and has held it in 15 quarters since.
Sigma Planning Corp's Innovator US Equity Buffer ETF March position peaked at $534K in Q1 2024.
100 funds tracked by Wall St. Rank held Innovator US Equity Buffer ETF March as of Q1 2026.

Based on Sigma Planning Corp's 13F filing for Q1 2026, filed 4 May 2026.