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Valtinson Bruner Financial Planning’s Innovator US Equity Buffer ETF March BMAR Stock Holding History

Valtinson Bruner Financial Planning’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 		$3.93M Sell
74,869
-1,232
-2% -$65.8K 1.08% 19
2025
Q4 		$4.04M Sell
76,101
-1,608
-2% -$83.9K 1.16% 19
2025
Q3 		$4.01M Hold
77,709
– – 1.19% 17
2025
Q2 		$3.81M Sell
77,709
-828
-1% -$38.3K 1.2% 15
2025
Q1 		$3.58M Sell
78,537
-174
-0.2% -$8.11K 1.21% 15
2024
Q4 		$3.63M Sell
78,711
-3,227
-4% -$148K 1.27% 17
2024
Q3 		$3.69M Hold
81,938
– – 1.29% 14
2024
Q2 		$3.54M Hold
81,938
– – 1.4% 19
2024
Q1 		$3.41M Sell
81,938
-4,510
-5% -$183K 1.45% 20
2023
Q4 		$3.42M Sell
86,448
-3,409
-4% -$128K 1.76% 18
2023
Q3 		$3.26M Sell
89,857
-358
-0.4% -$13.3K 1.79% 19
2023
Q2 		$3.35M Sell
90,215
-932
-1% -$33.1K 1.8% 19
2023
Q1 		$3.16M Sell
91,147
-129
-0.1% -$4.32K 1.8% 17
2022
Q4 		$3M Sell
91,276
-2,261
-2% -$72K 1.73% 18
2022
Q3 		$2.82M Sell
93,537
-426
-0.5% -$13.7K 1.74% 18
2022
Q2 		$2.91M Sell
93,963
-350
-0.4% -$11.5K 1.77% 17
2022
Q1 		$3.23M Buy
94,313
+10,256
+12% +$351K 1.85% 15
2021
Q4 		$2.91M Sell
84,057
-1,636
-2% -$55.7K 1.59% 22
2021
Q3 		$2.9M Sell
85,693
-256
-0.3% -$8.52K 1.59% 23
2021
Q2 		$2.84M Sell
85,949
-1,486
-2% -$47.8K 1.62% 25
2021
Q1 		$2.8M Buy
+87,435
New +$2.64M 1.65% 25

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
KAS
Kestra Advisory Services Austin, Texas $26.4B AUM 21.05% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Valtinson Bruner Financial Planning's BMAR Position: Q1 2026 in Review

Valtinson Bruner Financial Planning reduced its Innovator US Equity Buffer ETF March (BMAR) stake by 1.6% in Q1 2026, selling an estimated $65.8K and leaving 74,869 shares worth $3.93M. The position accounts for 1.08% of the portfolio, ranked #19.

Valtinson Bruner Financial Planning first reported a position in BMAR in Q1 2021 and has held it in 21 quarters since. The position peaked at $4.04M in Q4 2025. 100 funds tracked by Wall St. Rank hold BMAR as of Q1 2026.

  • Valtinson Bruner Financial Planning held 74,869 shares of Innovator US Equity Buffer ETF March worth $3.93M as of Q1 2026.
  • Valtinson Bruner Financial Planning sold 1,232 Innovator US Equity Buffer ETF March shares in Q1 2026, an estimated $65.8K.
  • Innovator US Equity Buffer ETF March made up 1.08% of Valtinson Bruner Financial Planning's portfolio in Q1 2026, its #19 holding.
  • Valtinson Bruner Financial Planning first reported a position in Innovator US Equity Buffer ETF March in Q1 2021 and has held it in 21 quarters since.
  • Valtinson Bruner Financial Planning's Innovator US Equity Buffer ETF March position peaked at $4.04M in Q4 2025.
  • 100 funds tracked by Wall St. Rank held Innovator US Equity Buffer ETF March as of Q1 2026.

Based on Valtinson Bruner Financial Planning's 13F filing for Q1 2026, filed 5 May 2026.