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

Tradition 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
2024 Q4	–	Sell	-6,146	Closed	-$277K	–	425
2024 Q3	$277K	Sell	6,146 -960	-14%	-$42K	0.02%	339
2024 Q2	$307K	Buy	7,106 +1,162	+20%	+$48.6K	0.03%	309
2024 Q1	$248K	Buy	+5,944	New	+$241K	0.03%	333
2021 Q3	–	Sell	-19,372	Closed	-$618K	–	1164
2021 Q2	$618K	Buy	19,372 +6,775	+54%	+$218K	0.09%	163
2021 Q1	$402K	Buy	12,597 +12,520	+16,260%	+$377K	0.07%	175
2020 Q4	$2K	Buy	+77	New	+$2.23K	﹤0.01%	931

Other funds holding BMAR

OWA

Outlook Wealth Advisors Shenandoah, Texas $413M AUM 19.55% 1-Year Est. Return

PCM

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

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

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

RPGK

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

HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 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

MPCL

My Personal CFO LLC Vancouver, Washington $256M AUM 22.12% 1-Year Est. Return

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

Tradition Wealth Management's BMAR Position: Q4 2024 in Review

Tradition Wealth Management sold out of Innovator US Equity Buffer ETF March (BMAR) in Q4 2024, closing a stake of 6,146 shares — an estimated $277K sold.

Tradition Wealth Management first reported a position in BMAR in Q4 2020 and held it in 6 quarters. The position peaked at $618K in Q2 2021. 97 funds tracked by Wall St. Rank hold BMAR as of Q4 2024.

Tradition Wealth Management reported no remaining Innovator US Equity Buffer ETF March position as of Q4 2024 after selling out during the quarter.
Tradition Wealth Management sold 6,146 Innovator US Equity Buffer ETF March shares in Q4 2024, an estimated $277K.
Tradition Wealth Management first reported a position in Innovator US Equity Buffer ETF March in Q4 2020 and held it in 6 quarters.
Tradition Wealth Management's Innovator US Equity Buffer ETF March position peaked at $618K in Q2 2021.
97 funds tracked by Wall St. Rank held Innovator US Equity Buffer ETF March as of Q4 2024.

Based on Tradition Wealth Management's 13F filing for Q4 2024, filed 13 Feb 2025.