Sunbelt Securities’s Innovator US Equity Buffer ETF March BMAR Stock Holding History

Sunbelt Securities’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 Q1	$9.81K	Buy	+187	New	+$9.99K	﹤0.01%	1508
2025 Q3	–	Sell	-6,250	Closed	-$288K	–	2716
2025 Q2	$288K	Buy	+6,250	New	+$289K	0.03%	495
2025 Q1	–	Sell	-6,250	Closed	-$289K	–	1809
2024 Q4	$289K	Hold	6,250	–	–	0.03%	496
2024 Q3	$281K	Hold	6,250	–	–	0.03%	501
2024 Q2	$270K	Hold	6,250	–	–	0.03%	480
2024 Q1	$260K	Buy	6,250 +1,250	+25%	+$50.7K	0.03%	468
2023 Q4	$198K	Hold	5,000	–	–	0.02%	493
2023 Q3	$182K	Hold	5,000	–	–	0.03%	498
2023 Q2	$186K	Hold	5,000	–	–	0.03%	479
2023 Q1	$172K	Sell	5,000 -2,280	-31%	-$76.4K	0.03%	461
2022 Q4	$234K	Hold	7,280	–	–	0.05%	394
2022 Q3	$220K	Sell	7,280 -4,182	-36%	-$135K	0.05%	389
2022 Q2	$355K	Hold	11,462	–	–	0.08%	301
2022 Q1	$404K	Buy	11,462 +5,000	+77%	+$171K	0.07%	298
2021 Q4	$223K	Sell	6,462 -197	-3%	-$6.7K	0.04%	427
2021 Q3	$219K	Hold	6,659	–	–	0.04%	407
2021 Q2	$219K	Buy	+6,659	New	+$214K	0.04%	405
2020 Q2	–	Sell	-25,500	Closed	-$590K	–	307
2020 Q1	$590K	Buy	+25,500	New	+$609K	0.03%	204

Other funds holding BMAR

PCM

Penserra Capital Management Orinda, California $8.52B AUM 37.76% 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 $94.2B AUM 21.24% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

RPGK

Retirement Planning Group (Kansas) Leawood, Kansas $3.23B AUM 15.3% 1-Year Est. Return

Cerity Partners New York $70.8B AUM 21.68% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

VBFP

Valtinson Bruner Financial Planning New Brighton, Minnesota $364M AUM 9.63% 1-Year Est. Return

KAS

Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return

Sunbelt Securities's BMAR Position: Q1 2026 in Review

Sunbelt Securities opened a new position in Innovator US Equity Buffer ETF March (BMAR) in Q1 2026: 187 shares worth $9.81K. The stake represents ﹤0.01% of the portfolio and ranks #1508 among its holdings. This is a return to the name: Sunbelt Securities previously reported a position in BMAR as recently as Q2 2025.

Sunbelt Securities first reported a position in BMAR in Q1 2020 and has held it in 18 quarters since. The position peaked at $590K in Q1 2020. 101 funds tracked by Wall St. Rank hold BMAR as of Q1 2026.

Sunbelt Securities held 187 shares of Innovator US Equity Buffer ETF March worth $9.81K as of Q1 2026.
Innovator US Equity Buffer ETF March was a new Sunbelt Securities position in Q1 2026.
Innovator US Equity Buffer ETF March made up ﹤0.01% of Sunbelt Securities's portfolio in Q1 2026, its #1508 holding.
Sunbelt Securities first reported a position in Innovator US Equity Buffer ETF March in Q1 2020 and has held it in 18 quarters since.
Sunbelt Securities's Innovator US Equity Buffer ETF March position peaked at $590K in Q1 2020.
101 funds tracked by Wall St. Rank held Innovator US Equity Buffer ETF March as of Q1 2026.

Based on Sunbelt Securities's 13F filing for Q1 2026, filed 18 May 2026.