Tucker Asset Management’s Innovator US Equity Buffer ETF March BMAR Stock Holding History

Tucker Asset 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 Q1	–	Sell	-9	Closed	-$356	–	1666
2023 Q4	$356	Hold	9	–	–	﹤0.01%	1336
2023 Q3	$327	Hold	9	–	–	﹤0.01%	1275
2023 Q2	$334	Hold	9	–	–	﹤0.01%	1058
2023 Q1	$312	Hold	9	–	–	﹤0.01%	1081
2022 Q4	$290	Hold	9	–	–	﹤0.01%	740
2022 Q3	$287	Hold	9	–	–	﹤0.01%	781
2022 Q2	$278	Buy	+9	New	+$294	﹤0.01%	609

Other funds holding BMAR

OWA

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

PCS

Personal CFO Solutions Chester, New Jersey $712M AUM 25.3% 1-Year Est. Return

BCM

Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 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

RPGK

Retirement Planning Group (Kansas) Leawood, Kansas $3.23B AUM 15.3% 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

VBFP

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

Cambridge Investment Research Advisors Fairfield, Iowa $43.3B AUM 29.3% 1-Year Est. Return

Tucker Asset Management's BMAR Position: Q1 2024 in Review

Tucker Asset Management sold out of Innovator US Equity Buffer ETF March (BMAR) in Q1 2024, closing a stake of 9 shares — an estimated $356 sold.

Tucker Asset Management first reported a position in BMAR in Q2 2022 and held it in 7 quarters. The position peaked at $356 in Q4 2023. 95 funds tracked by Wall St. Rank hold BMAR as of Q1 2024.

Tucker Asset Management reported no remaining Innovator US Equity Buffer ETF March position as of Q1 2024 after selling out during the quarter.
Tucker Asset Management sold 9 Innovator US Equity Buffer ETF March shares in Q1 2024, an estimated $356.
Tucker Asset Management first reported a position in Innovator US Equity Buffer ETF March in Q2 2022 and held it in 7 quarters.
Tucker Asset Management's Innovator US Equity Buffer ETF March position peaked at $356 in Q4 2023.
95 funds tracked by Wall St. Rank held Innovator US Equity Buffer ETF March as of Q1 2024.

Based on Tucker Asset Management's 13F filing for Q1 2024, filed 9 Aug 2024.