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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$409K	Hold	8,349	–	–	0.08%	149
2025 Q1	$380K	Buy	+8,349	New	+$380K	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	+$280K	0.07%	153