Silver Oak Securities’s Innovator US Equity Buffer ETF March BMAR Stock Holding History

Silver Oak Securities’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	$213K	Buy	+3,692	New	+$208K	0.01%	728
2025 Q4	–	Sell	-3,942	Closed	-$203K	–	812
2025 Q3	$203K	Buy	+3,942	New	+$198K	0.02%	700
2024 Q1	–	Sell	-8,401	Closed	-$333K	–	486
2023 Q4	$333K	Buy	8,401 +3,692	+78%	+$139K	0.04%	359
2023 Q3	$171K	Sell	4,709 -3,692	-44%	-$137K	0.04%	309
2023 Q2	$312K	Hold	8,401	–	–	0.05%	324
2023 Q1	$291K	Buy	+8,401	New	+$281K	0.05%	290
2022 Q4	–	Sell	-4,709	Closed	-$171K	–	324
2022 Q3	$171K	Buy	+4,709	New	+$152K	0.04%	309

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

TPW

Talon Private Wealth The Villages, Florida $855M AUM

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 Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return

Cerity Partners New York $82.7B AUM 28.53% 1-Year Est. Return

RPGK

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

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Silver Oak Securities's BMAR Position: Q2 2026 in Review

Silver Oak Securities opened a new position in Innovator US Equity Buffer ETF March (BMAR) in Q2 2026: 3,692 shares worth $213K. The stake represents 0.01% of the portfolio and ranks #728 among its holdings. This is a return to the name: Silver Oak Securities previously reported a position in BMAR as recently as Q3 2025.

Silver Oak Securities first reported a position in BMAR in Q3 2022 and has held it in 7 quarters since. The position peaked at $333K in Q4 2023. 107 funds tracked by Wall St. Rank hold BMAR as of Q2 2026.

Silver Oak Securities held 3,692 shares of Innovator US Equity Buffer ETF March worth $213K as of Q2 2026.
Innovator US Equity Buffer ETF March was a new Silver Oak Securities position in Q2 2026.
Innovator US Equity Buffer ETF March made up 0.01% of Silver Oak Securities's portfolio in Q2 2026, its #728 holding.
Silver Oak Securities first reported a position in Innovator US Equity Buffer ETF March in Q3 2022 and has held it in 7 quarters since.
Silver Oak Securities's Innovator US Equity Buffer ETF March position peaked at $333K in Q4 2023.
107 funds tracked by Wall St. Rank held Innovator US Equity Buffer ETF March as of Q2 2026.

Based on Silver Oak Securities's 13F filing for Q2 2026, filed 7 Aug 2026.