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Stratos Wealth Advisors’s Innovator US Equity Buffer ETF March BMAR Stock Holding History

Stratos Wealth 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 		$243K Sell
4,625
-433
-9% -$23.1K 0.01% 536
2025
Q4 		$268K Sell
5,058
-34
-0.7% -$1.77K 0.01% 552
2025
Q3 		$263K Sell
5,092
-1,594
-24% -$80.1K 0.01% 582
2025
Q2 		$328K Sell
6,686
-45
-0.7% -$2.08K 0.02% 528
2025
Q1 		$307K Sell
6,731
-6,954
-51% -$324K 0.02% 547
2024
Q4 		$631K Sell
13,685
-22
-0.2% -$1.01K 0.03% 415
2024
Q3 		$617K Buy
13,707
+12
+0.1% +$525 0.03% 448
2024
Q2 		$591K Hold
13,695
– – 0.03% 428
2024
Q1 		$571K Buy
+13,695
New +$555K 0.03% 430

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