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 Q3	$574K	Hold	9,704	–	–	0.01%	790
2026 Q2	$559K	Sell	9,704 -173	-2%	-$9.7K	0.01%	861
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

Macroview Investment Management Bethesda, Maryland $167M AUM 15.37% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return

RPGK

Retirement Planning Group (Kansas) Leawood, Kansas $4.01B AUM 11.74% 1-Year Est. Return

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Valtinson Bruner Financial Planning New Brighton, Minnesota $404M AUM 8.34% 1-Year Est. Return

Kestra Advisory Services Austin, Texas $35.1B AUM 20.13% 1-Year Est. Return

Blue Bell Private Wealth Management Blue Bell, Pennsylvania $840M AUM 13.7% 1-Year Est. Return

My Personal CFO LLC Vancouver, Washington $279M AUM 23.15% 1-Year Est. Return

Lantz Financial Naperville, Illinois $549M AUM 18.02% 1-Year Est. Return

Brookstone Capital Management Wheaton, Illinois $10.1B AUM 17.94% 1-Year Est. Return

Sigma Planning Corp's BMAR Position: Q3 2026 in Review

Sigma Planning Corp held its Innovator US Equity Buffer ETF March (BMAR) position steady in Q3 2026 at 9,704 shares worth $574K. The position accounts for 0.01% of the portfolio, ranked #790.

Sigma Planning Corp first reported a position in BMAR in Q1 2020 and has held it in 17 quarters since. 59 funds tracked by Wall St. Rank hold BMAR as of Q3 2026.

Sigma Planning Corp held 9,704 shares of Innovator US Equity Buffer ETF March worth $574K as of Q3 2026.
Sigma Planning Corp left its Innovator US Equity Buffer ETF March share count unchanged in Q3 2026.
Innovator US Equity Buffer ETF March made up 0.01% of Sigma Planning Corp's portfolio in Q3 2026, its #790 holding.
Sigma Planning Corp first reported a position in Innovator US Equity Buffer ETF March in Q1 2020 and has held it in 17 quarters since.
59 funds tracked by Wall St. Rank held Innovator US Equity Buffer ETF March as of Q3 2026.

Based on Sigma Planning Corp's 13F filing for Q3 2026, filed 23 Oct 2026.