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 Q2	$274K	Hold	4,750	–	–	﹤0.01%	2597
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

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

TPW

Talon Private Wealth The Villages, Florida $855M AUM

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

Truist Financial's BMAR Position: Q2 2026 in Review

Truist Financial held its Innovator US Equity Buffer ETF March (BMAR) position steady in Q2 2026 at 4,750 shares worth $274K. The position accounts for ﹤0.01% of the portfolio, ranked #2597.

Truist Financial first reported a position in BMAR in Q1 2023 and has held it in 11 quarters since. The position peaked at $304K in Q2 2023. 107 funds tracked by Wall St. Rank hold BMAR as of Q2 2026.

Truist Financial held 4,750 shares of Innovator US Equity Buffer ETF March worth $274K as of Q2 2026.
Truist Financial left its Innovator US Equity Buffer ETF March share count unchanged in Q2 2026.
Innovator US Equity Buffer ETF March made up ﹤0.01% of Truist Financial's portfolio in Q2 2026, its #2597 holding.
Truist Financial first reported a position in Innovator US Equity Buffer ETF March in Q1 2023 and has held it in 11 quarters since.
Truist Financial's Innovator US Equity Buffer ETF March position peaked at $304K in Q2 2023.
107 funds tracked by Wall St. Rank held Innovator US Equity Buffer ETF March as of Q2 2026.

Based on Truist Financial's 13F filing for Q2 2026, filed 28 Jul 2026.