Truist Financial
BMAR icon

Truist Financial’s Innovator US Equity Buffer ETF March BMAR Stock Holding History

Truist Financial’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 		$249K Hold
4,750
– – ﹤0.01% 2513
2025
Q4 		$252K Hold
4,750
– – ﹤0.01% 2449
2025
Q3 		$245K Hold
4,750
– – ﹤0.01% 2424
2025
Q2 		$233K Hold
4,750
– – ﹤0.01% 2337
2025
Q1 		$216K Hold
4,750
– – ﹤0.01% 2326
2024
Q4 		$219K Hold
4,750
– – ﹤0.01% 2342
2024
Q3 		$214K Hold
4,750
– – ﹤0.01% 2314
2024
Q2 		$205K Buy
+4,750
New +$199K ﹤0.01% 2492
2023
Q3 		– Sell
-8,194
Closed -$304K – 2591
2023
Q2 		$304K Buy
8,194
+1,754
+27% +$62.2K ﹤0.01% 2240
2023
Q1 		$223K Buy
+6,440
New +$216K ﹤0.01% 2376

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 $144M AUM 19.29% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
Osaic Holdings
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
Cerity Partners New York $70.8B AUM 21.68% 1-Year Est. Return
Raymond James Financial
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 $26.4B AUM 21.05% 1-Year Est. Return