Summit Wealth Partners’s Innovator US Equity Buffer ETF March BMAR Stock Holding History

Summit Wealth Partners’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 Q3	$431K	Hold
2025 Q2	$409K	Hold
2025 Q1	$380K	Buy
2023 Q3	–	Sell
2023 Q2	$300K	Hold
2023 Q1	$280K	Buy