Wealth Enhancement Advisory Services’s Innovator US Equity Buffer ETF March BMAR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $298K | Hold |
6,036
| – | – | ﹤0.01% | 2635 |
|
|
2025
Q1 | $275K | Sell |
6,036
-6,077
| -50% | -$277K | ﹤0.01% | 2498 |
|
|
2024
Q4 | $559K | Hold |
12,113
| – | – | ﹤0.01% | 1893 |
|
|
2024
Q3 | $545K | Sell |
12,113
-80
| -0.7% | -$3.6K | ﹤0.01% | 1760 |
|
|
2024
Q2 | $526K | Hold |
12,193
| – | – | ﹤0.01% | 1617 |
|
|
2024
Q1 | $508K | Buy |
12,193
+3,366
| +38% | +$140K | ﹤0.01% | 1580 |
|
|
2023
Q4 | $350K | Hold |
8,827
| – | – | ﹤0.01% | 1716 |
|
|
2023
Q3 | $321K | Buy |
+8,827
| New | +$321K | ﹤0.01% | 1697 |
|