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Spectrum Management Group’s Innovator US Equity Buffer ETF March BMAR Stock Holding History

Spectrum Management Group’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
2022
Q2 		– Sell
-1,175
Closed -$41K – 247
2022
Q1 		$41K Hold
1,175
– – 0.01% 169
2021
Q4 		$41K Sell
1,175
-130
-10% -$4.42K 0.01% 162
2021
Q3 		$43K Buy
+1,305
New +$43.4K 0.01% 190

Other funds holding BMAR

BCM
Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return
BCM
Beck Capital Management Austin, Texas $437M AUM 59.35% 1-Year Est. Return
RTS
Round Table Services Westfield, New Jersey $508M AUM 16.36% 1-Year Est. Return
VBFP
Valtinson Bruner Financial Planning New Brighton, Minnesota $364M AUM 9.63% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $40.4B AUM 21.2% 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
MSFS
Main Street Financial Solutions Newtown, Pennsylvania $1.34B AUM 19.49% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

Spectrum Management Group's BMAR Position: Q2 2022 in Review

Spectrum Management Group sold out of Innovator US Equity Buffer ETF March (BMAR) in Q2 2022, closing a stake of 1,175 shares — an estimated $41K sold.

Spectrum Management Group first reported a position in BMAR in Q3 2021 and held it in 3 quarters. The position peaked at $43K in Q3 2021. 52 funds tracked by Wall St. Rank hold BMAR as of Q2 2022.

  • Spectrum Management Group reported no remaining Innovator US Equity Buffer ETF March position as of Q2 2022 after selling out during the quarter.
  • Spectrum Management Group sold 1,175 Innovator US Equity Buffer ETF March shares in Q2 2022, an estimated $41K.
  • Spectrum Management Group first reported a position in Innovator US Equity Buffer ETF March in Q3 2021 and held it in 3 quarters.
  • Spectrum Management Group's Innovator US Equity Buffer ETF March position peaked at $43K in Q3 2021.
  • 52 funds tracked by Wall St. Rank held Innovator US Equity Buffer ETF March as of Q2 2022.

Based on Spectrum Management Group's 13F filing for Q2 2022, filed 29 Jul 2022.