Steward Partners Investment Advisory’s Innovator US Equity Buffer ETF March BMAR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $150K | Hold |
3,062
| – | – | ﹤0.01% | 1890 |
|
|
2025
Q1 | $139K | Sell |
3,062
-1,106
| -27% | -$50.4K | ﹤0.01% | 1828 |
|
|
2024
Q4 | $192K | Hold |
4,168
| – | – | ﹤0.01% | 1641 |
|
|
2024
Q3 | $188K | Hold |
4,168
| – | – | ﹤0.01% | 1557 |
|
|
2024
Q2 | $180K | Hold |
4,168
| – | – | ﹤0.01% | 1493 |
|
|
2024
Q1 | $174K | Buy |
4,168
+3,869
| +1,294% | +$161K | ﹤0.01% | 1507 |
|
|
2023
Q4 | $11.8K | Hold |
299
| – | – | ﹤0.01% | 2631 |
|
|
2023
Q3 | $10.9K | Hold |
299
| – | – | ﹤0.01% | 2567 |
|
|
2023
Q2 | $11.1K | Hold |
299
| – | – | ﹤0.01% | 2531 |
|
|
2023
Q1 | $10.4K | Buy |
+299
| New | +$10.4K | ﹤0.01% | 2523 |
|