Wealth Enhancement Advisory Services’s Innovator US Equity Buffer ETF March BMAR Stock Holding History

Wealth Enhancement Advisory Services’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	-6,036	Closed	-$312K	–	3673
2025 Q3	$312K	Hold	6,036	–	–	﹤0.01%	2757
2025 Q2	$298K	Hold	6,036	–	–	﹤0.01%	2653
2025 Q1	$275K	Sell	6,036 -6,077	-50%	-$283K	﹤0.01%	2519
2024 Q4	$559K	Hold	12,113	–	–	﹤0.01%	1910
2024 Q3	$545K	Sell	12,113 -80	-0.7%	-$3.5K	﹤0.01%	1772
2024 Q2	$526K	Hold	12,193	–	–	﹤0.01%	1618
2024 Q1	$508K	Buy	12,193 +3,366	+38%	+$136K	﹤0.01%	1580
2023 Q4	$350K	Hold	8,827	–	–	﹤0.01%	1719
2023 Q3	$321K	Buy	+8,827	New	+$328K	﹤0.01%	1701

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

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 $256M AUM 22.12% 1-Year Est. Return

Wealth Enhancement Advisory Services's BMAR Position: Q4 2025 in Review

Wealth Enhancement Advisory Services sold out of Innovator US Equity Buffer ETF March (BMAR) in Q4 2025, closing a stake of 6,036 shares — an estimated $312K sold.

Wealth Enhancement Advisory Services first reported a position in BMAR in Q3 2023 and held it in 9 quarters. The position peaked at $559K in Q4 2024. 100 funds tracked by Wall St. Rank hold BMAR as of Q4 2025.

Wealth Enhancement Advisory Services reported no remaining Innovator US Equity Buffer ETF March position as of Q4 2025 after selling out during the quarter.
Wealth Enhancement Advisory Services sold 6,036 Innovator US Equity Buffer ETF March shares in Q4 2025, an estimated $312K.
Wealth Enhancement Advisory Services first reported a position in Innovator US Equity Buffer ETF March in Q3 2023 and held it in 9 quarters.
Wealth Enhancement Advisory Services's Innovator US Equity Buffer ETF March position peaked at $559K in Q4 2024.
100 funds tracked by Wall St. Rank held Innovator US Equity Buffer ETF March as of Q4 2025.

Based on Wealth Enhancement Advisory Services's 13F filing for Q4 2025, filed 8 Jan 2026.