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Summit Wealth & Retirement Planning’s Innovator US Equity Buffer ETF March BMAR Stock Holding History

Summit Wealth & Retirement Planning’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
2020
Q2 		– Sell
-13,400
Closed -$316K – 111
2020
Q1 		$316K Buy
+13,400
New +$320K 0.17% 91

Other funds holding BMAR

BCM
Beck Capital Management Austin, Texas $437M AUM 59.35% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
CA
Corrado Advisors Ramsey, New Jersey $217M AUM 26.96% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
OMC
Old Mission Capital Chicago, Illinois $6.3B AUM 14.68% 1-Year Est. Return
IA
IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return
SPC
Sigma Planning Corp Ann Arbor, Michigan $3.6B AUM 24.57% 1-Year Est. Return

Summit Wealth & Retirement Planning's BMAR Position: Q2 2020 in Review

Summit Wealth & Retirement Planning sold out of Innovator US Equity Buffer ETF March (BMAR) in Q2 2020, closing a stake of 13,400 shares — an estimated $316K sold.

Summit Wealth & Retirement Planning first reported a position in BMAR in Q1 2020 and held it in 1 quarter. The position peaked at $316K in Q1 2020. 17 funds tracked by Wall St. Rank hold BMAR as of Q2 2020.

  • Summit Wealth & Retirement Planning reported no remaining Innovator US Equity Buffer ETF March position as of Q2 2020 after selling out during the quarter.
  • Summit Wealth & Retirement Planning sold 13,400 Innovator US Equity Buffer ETF March shares in Q2 2020, an estimated $316K.
  • Summit Wealth & Retirement Planning first reported a position in Innovator US Equity Buffer ETF March in Q1 2020 and held it in 1 quarter.
  • Summit Wealth & Retirement Planning's Innovator US Equity Buffer ETF March position peaked at $316K in Q1 2020.
  • 17 funds tracked by Wall St. Rank held Innovator US Equity Buffer ETF March as of Q2 2020.

Based on Summit Wealth & Retirement Planning's 13F filing for Q2 2020, filed 13 Aug 2020.