UBS Group
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UBS Group’s Innovator US Equity Buffer ETF March BMAR Stock Holding History

UBS Group’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 		– Sell
-94
Closed -$4.99K – 10515
2025
Q4 		$4.99K Buy
+94
New +$4.9K ﹤0.01% 8743
2024
Q4 		– Sell
-1,001
Closed -$45.1K – 9940
2024
Q3 		$45.1K Buy
1,001
+621
+163% +$27.1K ﹤0.01% 6889
2024
Q2 		$16.4K Buy
+380
New +$15.9K ﹤0.01% 7433
2024
Q1 		– Sell
-2,863
Closed -$113K – 9329
2023
Q4 		$113K Buy
+2,863
New +$108K ﹤0.01% 6103
2023
Q1 		– Sell
-4,132
Closed -$133K – 9628
2022
Q4 		$133K Sell
4,132
-156
-4% -$4.97K ﹤0.01% 5829
2022
Q3 		$129K Buy
4,288
+3,487
+435% +$112K ﹤0.01% 5481
2022
Q2 		$25K Sell
801
-976
-55% -$31.9K ﹤0.01% 6592
2022
Q1 		$62K Buy
1,777
+130
+8% +$4.45K ﹤0.01% 6274
2021
Q4 		$57K Buy
1,647
+455
+38% +$15.5K ﹤0.01% 6775
2021
Q3 		$39K Sell
1,192
-745
-38% -$24.8K ﹤0.01% 6531
2021
Q2 		$64K Buy
+1,937
New +$62.3K ﹤0.01% 6208
2021
Q1 		– Sell
-1,260
Closed -$37K – 9008
2020
Q4 		$37K Buy
1,260
+778
+161% +$22.6K ﹤0.01% 6448
2020
Q3 		$14K Buy
482
+282
+141% +$7.87K ﹤0.01% 6571
2020
Q2 		$5K Buy
+200
New +$5.17K ﹤0.01% 7359

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 $162M AUM 22.52% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 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 $31B AUM 28.39% 1-Year Est. Return

UBS Group's BMAR Position: Q1 2026 in Review

UBS Group sold out of Innovator US Equity Buffer ETF March (BMAR) in Q1 2026, closing a stake of 94 shares — an estimated $4.99K sold.

UBS Group first reported a position in BMAR in Q2 2020 and held it in 14 quarters. The position peaked at $133K in Q4 2022. 101 funds tracked by Wall St. Rank hold BMAR as of Q1 2026.

  • UBS Group reported no remaining Innovator US Equity Buffer ETF March position as of Q1 2026 after selling out during the quarter.
  • UBS Group sold 94 Innovator US Equity Buffer ETF March shares in Q1 2026, an estimated $4.99K.
  • UBS Group first reported a position in Innovator US Equity Buffer ETF March in Q2 2020 and held it in 14 quarters.
  • UBS Group's Innovator US Equity Buffer ETF March position peaked at $133K in Q4 2022.
  • 101 funds tracked by Wall St. Rank held Innovator US Equity Buffer ETF March as of Q1 2026.

Based on UBS Group's 13F filing for Q1 2026, filed 5 May 2026.