Vantage Financial Partners (Wisconsin)’s Innovator US Equity Buffer ETF March BMAR Stock Holding History

Vantage Financial Partners (Wisconsin)’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
2025 Q4	$554K	Hold	10,445	–	–	0.11%	109
2025 Q3	$539K	Hold	10,445	–	–	0.11%	105
2025 Q2	$512K	Hold	10,445	–	–	0.12%	109
2025 Q1	$476K	Sell	10,445 -354	-3%	-$16.5K	0.12%	107
2024 Q4	$498K	Hold	10,799	–	–	0.12%	102
2024 Q3	$486K	Sell	10,799 -765	-7%	-$33.4K	0.12%	107
2024 Q2	$499K	Sell	11,564 -6,210	-35%	-$260K	0.13%	85
2024 Q1	$741K	Buy	17,774 +9,091	+105%	+$369K	0.2%	58
2023 Q4	$344K	Sell	8,683 -619	-7%	-$23.3K	0.1%	92
2023 Q3	$338K	Sell	9,302 -521	-5%	-$19.4K	0.13%	57
2023 Q2	$365K	Hold	9,823	–	–	0.14%	55
2023 Q1	$340K	Buy	+9,823	New	+$329K	0.14%	56

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 Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return

RPGK

Retirement Planning Group (Kansas) Leawood, Kansas $3.23B AUM 15.3% 1-Year Est. Return

VBFP

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

Cerity Partners New York $70.8B AUM 21.68% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

MPCL

My Personal CFO LLC Vancouver, Washington $228M AUM 14.34% 1-Year Est. Return

Vantage Financial Partners (Wisconsin)'s BMAR Position: Q4 2025 in Review

Vantage Financial Partners (Wisconsin) held its Innovator US Equity Buffer ETF March (BMAR) position steady in Q4 2025 at 10,445 shares worth $554K. The position accounts for 0.11% of the portfolio, ranked #109.

Vantage Financial Partners (Wisconsin) first reported a position in BMAR in Q1 2023 and has held it in 12 quarters since. The position peaked at $741K in Q1 2024. 100 funds tracked by Wall St. Rank hold BMAR as of Q4 2025.

Vantage Financial Partners (Wisconsin) held 10,445 shares of Innovator US Equity Buffer ETF March worth $554K as of Q4 2025.
Vantage Financial Partners (Wisconsin) left its Innovator US Equity Buffer ETF March share count unchanged in Q4 2025.
Innovator US Equity Buffer ETF March made up 0.11% of Vantage Financial Partners (Wisconsin)'s portfolio in Q4 2025, its #109 holding.
Vantage Financial Partners (Wisconsin) first reported a position in Innovator US Equity Buffer ETF March in Q1 2023 and has held it in 12 quarters since.
Vantage Financial Partners (Wisconsin)'s Innovator US Equity Buffer ETF March position peaked at $741K in Q1 2024.
100 funds tracked by Wall St. Rank held Innovator US Equity Buffer ETF March as of Q4 2025.

Based on Vantage Financial Partners (Wisconsin)'s 13F filing for Q4 2025, filed 3 Feb 2026.