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Snowden Capital Advisors’s Innovator US Equity Buffer ETF March BMAR Stock Holding History

Snowden Capital Advisors’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 		$1.22M Sell
23,176
-3,939
-15% -$210K 0.03% 474
2025
Q4 		$1.44M Sell
27,115
-4
-0% -$209 0.04% 417
2025
Q3 		$1.4M Hold
27,119
– – 0.04% 420
2025
Q2 		$1.33M Hold
27,119
– – 0.04% 429
2025
Q1 		$1.23M Buy
27,119
+2,715
+11% +$127K 0.04% 434
2024
Q4 		$1.13M Hold
24,404
– – 0.04% 475
2024
Q3 		$1.1M Hold
24,404
– – 0.03% 494
2024
Q2 		$1.05M Sell
24,404
-740
-3% -$30.9K 0.03% 489
2024
Q1 		$1.05M Buy
25,144
+10,519
+72% +$426K 0.03% 489
2023
Q4 		$579K Hold
14,625
– – 0.02% 641
2023
Q3 		$531K Buy
14,625
+2,700
+23% +$100K 0.02% 630
2023
Q2 		$443K Buy
+11,925
New +$423K 0.02% 792

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
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
Osaic Holdings
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
Cerity Partners New York $70.8B AUM 21.68% 1-Year Est. Return
Raymond James Financial
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