Steward Partners Investment Advisory’s Innovator US Equity Buffer ETF March BMAR Stock Holding History

Steward Partners Investment Advisory’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	$161K	Hold	3,062	–	–	﹤0.01%	2132
2025 Q4	$162K	Hold	3,062	–	–	﹤0.01%	2025
2025 Q3	$158K	Hold	3,062	–	–	﹤0.01%	1979
2025 Q2	$150K	Hold	3,062	–	–	﹤0.01%	1890
2025 Q1	$139K	Sell	3,062 -1,106	-27%	-$51.6K	﹤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%	+$157K	﹤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	+$10K	﹤0.01%	2523

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 $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 $94.2B AUM 21.24% 1-Year Est. Return

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 New York $70.8B AUM 21.68% 1-Year Est. Return

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 $31B AUM 28.39% 1-Year Est. Return

Steward Partners Investment Advisory's BMAR Position: Q1 2026 in Review

Steward Partners Investment Advisory held its Innovator US Equity Buffer ETF March (BMAR) position steady in Q1 2026 at 3,062 shares worth $161K. The position accounts for ﹤0.01% of the portfolio, ranked #2132.

Steward Partners Investment Advisory first reported a position in BMAR in Q1 2023 and has held it in 13 quarters since. The position peaked at $192K in Q4 2024. 101 funds tracked by Wall St. Rank hold BMAR as of Q1 2026.

Steward Partners Investment Advisory held 3,062 shares of Innovator US Equity Buffer ETF March worth $161K as of Q1 2026.
Steward Partners Investment Advisory left its Innovator US Equity Buffer ETF March share count unchanged in Q1 2026.
Innovator US Equity Buffer ETF March made up ﹤0.01% of Steward Partners Investment Advisory's portfolio in Q1 2026, its #2132 holding.
Steward Partners Investment Advisory first reported a position in Innovator US Equity Buffer ETF March in Q1 2023 and has held it in 13 quarters since.
Steward Partners Investment Advisory's Innovator US Equity Buffer ETF March position peaked at $192K in Q4 2024.
101 funds tracked by Wall St. Rank held Innovator US Equity Buffer ETF March as of Q1 2026.

Based on Steward Partners Investment Advisory's 13F filing for Q1 2026, filed 8 May 2026.