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Stuart Chaussee & Associates’s Innovator US Equity Buffer ETF March BMAR Stock Holding History

Stuart Chaussee & Associates’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
2025
Q4 		– Sell
-16,500
Closed -$851K – 26
2025
Q3 		$851K Sell
16,500
-2,826
-15% -$142K 0.19% 19
2025
Q2 		$948K Buy
+19,326
New +$894K 0.21% 19

Other funds holding BMAR

PCM
Penserra Capital Management Orinda, California $13B AUM 71.84% 1-Year Est. Return
MIM
Macroview Investment Management Bethesda, Maryland $162M AUM 22.52% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return
RPGK
Retirement Planning Group (Kansas) Leawood, Kansas $3.94B AUM 18.64% 1-Year Est. Return
VBFP
Valtinson Bruner Financial Planning New Brighton, Minnesota $399M AUM 12.95% 1-Year Est. Return
Cerity Partners
Cerity Partners New York $82.7B AUM 28.53% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
MPCL
My Personal CFO LLC Vancouver, Washington $256M AUM 22.12% 1-Year Est. Return

Stuart Chaussee & Associates's BMAR Position: Q4 2025 in Review

Stuart Chaussee & Associates sold out of Innovator US Equity Buffer ETF March (BMAR) in Q4 2025, closing a stake of 16,500 shares — an estimated $851K sold.

Stuart Chaussee & Associates first reported a position in BMAR in Q2 2025 and held it in 2 quarters. The position peaked at $948K in Q2 2025. 100 funds tracked by Wall St. Rank hold BMAR as of Q4 2025.

  • Stuart Chaussee & Associates reported no remaining Innovator US Equity Buffer ETF March position as of Q4 2025 after selling out during the quarter.
  • Stuart Chaussee & Associates sold 16,500 Innovator US Equity Buffer ETF March shares in Q4 2025, an estimated $851K.
  • Stuart Chaussee & Associates first reported a position in Innovator US Equity Buffer ETF March in Q2 2025 and held it in 2 quarters.
  • Stuart Chaussee & Associates's Innovator US Equity Buffer ETF March position peaked at $948K in Q2 2025.
  • 100 funds tracked by Wall St. Rank held Innovator US Equity Buffer ETF March as of Q4 2025.

Based on Stuart Chaussee & Associates's 13F filing for Q4 2025.