Vista Investment Management’s Innovator US Equity Buffer ETF March BMAR Stock Holding History

Vista Investment Management’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	-4,500	Closed	-$239K	–	177
2025 Q4	$239K	Hold	4,500	–	–	0.08%	163
2025 Q3	$232K	Hold	4,500	–	–	0.08%	161
2025 Q2	$221K	Hold	4,500	–	–	0.08%	163
2025 Q1	$205K	Sell	4,500 -1,747	-28%	-$81.5K	0.08%	170
2024 Q4	$288K	Sell	6,247 -379	-6%	-$17.4K	0.11%	151
2024 Q3	$298K	Buy	6,626 +39	+0.6%	+$1.71K	0.11%	152
2024 Q2	$284K	Hold	6,587	–	–	0.12%	148
2024 Q1	$274K	Buy	+6,587	New	+$267K	0.11%	153

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 Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

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

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 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

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

Vista Investment Management's BMAR Position: Q1 2026 in Review

Vista Investment Management sold out of Innovator US Equity Buffer ETF March (BMAR) in Q1 2026, closing a stake of 4,500 shares — an estimated $239K sold.

Vista Investment Management first reported a position in BMAR in Q1 2024 and held it in 8 quarters. The position peaked at $298K in Q3 2024. 101 funds tracked by Wall St. Rank hold BMAR as of Q1 2026.

Vista Investment Management reported no remaining Innovator US Equity Buffer ETF March position as of Q1 2026 after selling out during the quarter.
Vista Investment Management sold 4,500 Innovator US Equity Buffer ETF March shares in Q1 2026, an estimated $239K.
Vista Investment Management first reported a position in Innovator US Equity Buffer ETF March in Q1 2024 and held it in 8 quarters.
Vista Investment Management's Innovator US Equity Buffer ETF March position peaked at $298K in Q3 2024.
101 funds tracked by Wall St. Rank held Innovator US Equity Buffer ETF March as of Q1 2026.

Based on Vista Investment Management's 13F filing for Q1 2026, filed 15 May 2026.