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
2026 Q2	$481K	Hold	8,349	–	–	0.07%	180
2026 Q1	$438K	Hold	8,349	–	–	0.07%	177
2025 Q4	$443K	Hold	8,349	–	–	0.08%	135
2025 Q3	$431K	Hold	8,349	–	–	0.08%	144
2025 Q2	$409K	Hold	8,349	–	–	0.08%	149
2025 Q1	$380K	Buy	+8,349	New	+$389K	0.08%	149
2023 Q3	–	Sell	-8,084	Closed	-$300K	–	185
2023 Q2	$300K	Hold	8,084	–	–	0.08%	149
2023 Q1	$280K	Buy	+8,084	New	+$271K	0.07%	153

Other funds holding BMAR

BCM

Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return

PCM

Penserra Capital Management Orinda, California $13B AUM 71.84% 1-Year Est. Return

TPW

Talon Private Wealth The Villages, Florida $855M AUM

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

MIM

Macroview Investment Management Bethesda, Maryland $162M AUM 22.52% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return

Cerity Partners New York $82.7B AUM 28.53% 1-Year Est. Return

RPGK

Retirement Planning Group (Kansas) Leawood, Kansas $3.94B AUM 18.64% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Summit Wealth Partners's BMAR Position: Q2 2026 in Review

Summit Wealth Partners held its Innovator US Equity Buffer ETF March (BMAR) position steady in Q2 2026 at 8,349 shares worth $481K. The position accounts for 0.07% of the portfolio, ranked #180.

Summit Wealth Partners first reported a position in BMAR in Q1 2023 and has held it in 8 quarters since. 107 funds tracked by Wall St. Rank hold BMAR as of Q2 2026.

Summit Wealth Partners held 8,349 shares of Innovator US Equity Buffer ETF March worth $481K as of Q2 2026.
Summit Wealth Partners left its Innovator US Equity Buffer ETF March share count unchanged in Q2 2026.
Innovator US Equity Buffer ETF March made up 0.07% of Summit Wealth Partners's portfolio in Q2 2026, its #180 holding.
Summit Wealth Partners first reported a position in Innovator US Equity Buffer ETF March in Q1 2023 and has held it in 8 quarters since.
107 funds tracked by Wall St. Rank held Innovator US Equity Buffer ETF March as of Q2 2026.

Based on Summit Wealth Partners's 13F filing for Q2 2026, filed 3 Aug 2026.