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VestGen Advisors’s Innovator US Equity Buffer ETF March BMAR Stock Holding History

VestGen 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
2025
Q4 		– Sell
-6,601
Closed -$341K – 762
2025
Q3 		$341K Hold
6,601
– – 0.01% 571
2025
Q2 		$324K Hold
6,601
– – 0.01% 490
2025
Q1 		$301K Buy
+6,601
New +$308K 0.01% 464

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
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
HighTower Advisors
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
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
MPCL
My Personal CFO LLC Vancouver, Washington $228M AUM 14.34% 1-Year Est. Return

VestGen Advisors's BMAR Position: Q4 2025 in Review

VestGen Advisors sold out of Innovator US Equity Buffer ETF March (BMAR) in Q4 2025, closing a stake of 6,601 shares — an estimated $341K sold.

VestGen Advisors first reported a position in BMAR in Q1 2025 and held it in 3 quarters. The position peaked at $341K in Q3 2025. 100 funds tracked by Wall St. Rank hold BMAR as of Q4 2025.

  • VestGen Advisors reported no remaining Innovator US Equity Buffer ETF March position as of Q4 2025 after selling out during the quarter.
  • VestGen Advisors sold 6,601 Innovator US Equity Buffer ETF March shares in Q4 2025, an estimated $341K.
  • VestGen Advisors first reported a position in Innovator US Equity Buffer ETF March in Q1 2025 and held it in 3 quarters.
  • VestGen Advisors's Innovator US Equity Buffer ETF March position peaked at $341K in Q3 2025.
  • 100 funds tracked by Wall St. Rank held Innovator US Equity Buffer ETF March as of Q4 2025.

Based on VestGen Advisors's 13F filing for Q4 2025, filed 17 Feb 2026.