Spire Wealth Management’s Innovator US Equity Buffer ETF March BMAR Stock Holding History

Spire Wealth Management’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	$1.72M	Sell	29,928 -2,398	-7%	-$135K	0.05%	299
2026 Q1	$1.7M	Hold	32,326	–	–	0.06%	289
2025 Q4	$1.71M	Sell	32,326 -1,292	-4%	-$67.4K	0.06%	286
2025 Q3	$1.73M	Sell	33,618 -1,268	-4%	-$63.8K	0.06%	268
2025 Q2	$1.71M	Sell	34,886 -3,073	-8%	-$142K	0.06%	264
2025 Q1	$1.73M	Buy	37,959 +9,222	+32%	+$430K	0.06%	288
2024 Q4	$1.33M	Sell	28,737 -5,681	-17%	-$261K	0.04%	328
2024 Q3	$1.55M	Sell	34,418 -1,128	-3%	-$49.3K	0.05%	284
2024 Q2	$1.53M	Buy	35,546 +4	+0%	+$167	0.05%	270
2024 Q1	$1.48M	Buy	35,542 +10,344	+41%	+$419K	0.03%	291
2023 Q4	$1.01M	Sell	25,198 -258	-1%	-$9.7K	0.03%	356
2023 Q3	$925K	Buy	25,456 +2	+0%	+$74	0.04%	349
2023 Q2	$945K	Sell	25,454 -431	-2%	-$15.3K	0.03%	357
2023 Q1	$897K	Buy	+25,885	New	+$867K	0.03%	364
2022 Q3	–	Sell	-25,850	Closed	-$800K	–	2215
2022 Q2	$800K	Hold	25,850	–	–	0.03%	372
2022 Q1	$906K	Buy	+25,850	New	+$884K	0.02%	410

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

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

VBFP

Valtinson Bruner Financial Planning New Brighton, Minnesota $399M AUM 12.95% 1-Year Est. Return

Spire Wealth Management's BMAR Position: Q2 2026 in Review

Spire Wealth Management reduced its Innovator US Equity Buffer ETF March (BMAR) stake by 7.4% in Q2 2026, selling an estimated $135K and leaving 29,928 shares worth $1.72M. The position accounts for 0.05% of the portfolio, ranked #299.

Spire Wealth Management first reported a position in BMAR in Q1 2022 and has held it in 16 quarters since. The position peaked at $1.73M in Q3 2025. 105 funds tracked by Wall St. Rank hold BMAR as of Q2 2026.

Spire Wealth Management held 29,928 shares of Innovator US Equity Buffer ETF March worth $1.72M as of Q2 2026.
Spire Wealth Management sold 2,398 Innovator US Equity Buffer ETF March shares in Q2 2026, an estimated $135K.
Innovator US Equity Buffer ETF March made up 0.05% of Spire Wealth Management's portfolio in Q2 2026, its #299 holding.
Spire Wealth Management first reported a position in Innovator US Equity Buffer ETF March in Q1 2022 and has held it in 16 quarters since.
Spire Wealth Management's Innovator US Equity Buffer ETF March position peaked at $1.73M in Q3 2025.
105 funds tracked by Wall St. Rank held Innovator US Equity Buffer ETF March as of Q2 2026.

Based on Spire Wealth Management's 13F filing for Q2 2026, filed 15 Jul 2026.