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

Visionary 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	-9,931	Closed	-$320K	–	458
2022 Q4	$320K	Hold	9,931	–	–	0.03%	305
2022 Q3	$300K	Buy	+9,931	New	+$320K	0.03%	298
2021 Q2	–	Sell	-17,099	Closed	-$532K	–	336
2021 Q1	$532K	Buy	+17,099	New	+$515K	0.06%	192

Other funds holding BMAR

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

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 Philadelphia, Pennsylvania $40.4B AUM 21.2% 1-Year Est. Return

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

WPWealth Fort Worth, Texas $654M AUM 13.19% 1-Year Est. Return

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

Visionary Wealth Advisors's BMAR Position: Q1 2023 in Review

Visionary Wealth Advisors sold out of Innovator US Equity Buffer ETF March (BMAR) in Q1 2023, closing a stake of 9,931 shares — an estimated $320K sold.

Visionary Wealth Advisors first reported a position in BMAR in Q1 2021 and held it in 3 quarters. The position peaked at $532K in Q1 2021. 66 funds tracked by Wall St. Rank hold BMAR as of Q1 2023.

Visionary Wealth Advisors reported no remaining Innovator US Equity Buffer ETF March position as of Q1 2023 after selling out during the quarter.
Visionary Wealth Advisors sold 9,931 Innovator US Equity Buffer ETF March shares in Q1 2023, an estimated $320K.
Visionary Wealth Advisors first reported a position in Innovator US Equity Buffer ETF March in Q1 2021 and held it in 3 quarters.
Visionary Wealth Advisors's Innovator US Equity Buffer ETF March position peaked at $532K in Q1 2021.
66 funds tracked by Wall St. Rank held Innovator US Equity Buffer ETF March as of Q1 2023.

Based on Visionary Wealth Advisors's 13F filing for Q1 2023, filed 15 May 2023.