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U.S. Capital Wealth Advisors’s Innovator US Equity Buffer ETF March BMAR Stock Holding History

U.S. Capital Wealth Advisors’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
2023
Q1 		– Sell
-289
Closed -$9.3K – 750
2022
Q4 		$9.3K Buy
+289
New +$9.21K ﹤0.01% 1282

Other funds holding BMAR

Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
NA
NewEdge Advisors New Orleans, Louisiana $27.7B AUM 22.98% 1-Year Est. Return
VBFP
Valtinson Bruner Financial Planning New Brighton, Minnesota $364M AUM 9.63% 1-Year Est. Return
PCM
Penserra Capital Management Orinda, California $8.52B AUM 37.76% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $40.4B AUM 21.2% 1-Year Est. Return
Cerity Partners
Cerity Partners New York $70.8B AUM 21.68% 1-Year Est. Return
W
WPWealth Fort Worth, Texas $654M AUM 13.19% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
MSFS
Main Street Financial Solutions Newtown, Pennsylvania $1.37B AUM 23.84% 1-Year Est. Return

U.S. Capital Wealth Advisors's BMAR Position: Q1 2023 in Review

U.S. Capital Wealth Advisors sold out of Innovator US Equity Buffer ETF March (BMAR) in Q1 2023, closing a stake of 289 shares — an estimated $9.3K sold.

U.S. Capital Wealth Advisors first reported a position in BMAR in Q4 2022 and held it in 1 quarter. The position peaked at $9.3K in Q4 2022. 66 funds tracked by Wall St. Rank hold BMAR as of Q1 2023.

  • U.S. Capital Wealth Advisors reported no remaining Innovator US Equity Buffer ETF March position as of Q1 2023 after selling out during the quarter.
  • U.S. Capital Wealth Advisors sold 289 Innovator US Equity Buffer ETF March shares in Q1 2023, an estimated $9.3K.
  • U.S. Capital Wealth Advisors first reported a position in Innovator US Equity Buffer ETF March in Q4 2022 and held it in 1 quarter.
  • U.S. Capital Wealth Advisors's Innovator US Equity Buffer ETF March position peaked at $9.3K in Q4 2022.
  • 66 funds tracked by Wall St. Rank held Innovator US Equity Buffer ETF March as of Q1 2023.

Based on U.S. Capital Wealth Advisors's 13F filing for Q1 2023, filed 11 May 2023.