TopTier Wealth Management’s Innovator US Equity Buffer ETF March BMAR Stock Holding History

TopTier Wealth Management’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	$422K	Sell	7,330 -540	-7%	-$30.4K	0.26%	81
2026 Q1	$413K	Sell	7,870 -5	-0.1%	-$267	0.25%	80
2025 Q4	$418K	Buy	+7,875	New	+$411K	0.28%	82

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

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

VBFP

Valtinson Bruner Financial Planning New Brighton, Minnesota $399M AUM 12.95% 1-Year Est. Return

TopTier Wealth Management's BMAR Position: Q2 2026 in Review

TopTier Wealth Management reduced its Innovator US Equity Buffer ETF March (BMAR) stake by 6.9% in Q2 2026, selling an estimated $30.4K and leaving 7,330 shares worth $422K. The position accounts for 0.26% of the portfolio, ranked #81.

TopTier Wealth Management first reported a position in BMAR in Q4 2025 and has held it in 3 quarters since. 105 funds tracked by Wall St. Rank hold BMAR as of Q2 2026.

TopTier Wealth Management held 7,330 shares of Innovator US Equity Buffer ETF March worth $422K as of Q2 2026.
TopTier Wealth Management sold 540 Innovator US Equity Buffer ETF March shares in Q2 2026, an estimated $30.4K.
Innovator US Equity Buffer ETF March made up 0.26% of TopTier Wealth Management's portfolio in Q2 2026, its #81 holding.
TopTier Wealth Management first reported a position in Innovator US Equity Buffer ETF March in Q4 2025 and has held it in 3 quarters since.
105 funds tracked by Wall St. Rank held Innovator US Equity Buffer ETF March as of Q2 2026.

Based on TopTier Wealth Management's 13F filing for Q2 2026, filed 14 Jul 2026.