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

Sugarloaf 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
2024
Q4 		$60.6K Sell
1,314
-100
-7% -$4.59K 0.01% 278
2024
Q3 		$63.7K Sell
1,414
-250
-15% -$10.9K 0.01% 282
2024
Q2 		$71.8K Hold
1,664
– – 0.01% 259
2024
Q1 		$69.3K Buy
+1,664
New +$67.5K 0.01% 262

Other funds holding BMAR

OWA
Outlook Wealth Advisors Shenandoah, Texas $413M AUM 19.55% 1-Year Est. Return
PCM
Penserra Capital Management Orinda, California $8.52B AUM 37.76% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
RPGK
Retirement Planning Group (Kansas) Leawood, Kansas $3.23B AUM 15.3% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 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
MPCL
My Personal CFO LLC Vancouver, Washington $256M AUM 22.12% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Sugarloaf Wealth Management's BMAR Position: Q4 2024 in Review

Sugarloaf Wealth Management reduced its Innovator US Equity Buffer ETF March (BMAR) stake by 7.1% in Q4 2024, selling an estimated $4.59K and leaving 1,314 shares worth $60.6K. The position accounts for 0.01% of the portfolio, ranked #278.

Sugarloaf Wealth Management first reported a position in BMAR in Q1 2024 and has held it in 4 quarters since. The position peaked at $71.8K in Q2 2024. 97 funds tracked by Wall St. Rank hold BMAR as of Q4 2024.

  • Sugarloaf Wealth Management held 1,314 shares of Innovator US Equity Buffer ETF March worth $60.6K as of Q4 2024.
  • Sugarloaf Wealth Management sold 100 Innovator US Equity Buffer ETF March shares in Q4 2024, an estimated $4.59K.
  • Innovator US Equity Buffer ETF March made up 0.01% of Sugarloaf Wealth Management's portfolio in Q4 2024, its #278 holding.
  • Sugarloaf Wealth Management first reported a position in Innovator US Equity Buffer ETF March in Q1 2024 and has held it in 4 quarters since.
  • Sugarloaf Wealth Management's Innovator US Equity Buffer ETF March position peaked at $71.8K in Q2 2024.
  • 97 funds tracked by Wall St. Rank held Innovator US Equity Buffer ETF March as of Q4 2024.

Based on Sugarloaf Wealth Management's 13F filing for Q4 2024, filed 10 Jan 2025.