SWM
BMAR icon

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 Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2024
Q4 		$60.6K Sell
1,314
-100
-7% -$4.61K 0.01% 278
2024
Q3 		$63.7K Sell
1,414
-250
-15% -$11.3K 0.01% 282
2024
Q2 		$71.8K Hold
1,664
– – 0.01% 259
2024
Q1 		$69.3K Buy
+1,664
New +$69.3K 0.01% 262