WealthShield Partners’s Innovator US Equity Buffer ETF March BMAR Stock Holding History

WealthShield Partners’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 Q2	$41.7K	Sell	723 -85	-11%	-$4.79K	0.01%	291
2026 Q1	$42.4K	Sell	808 -1,118	-58%	-$59.7K	﹤0.01%	460
2025 Q4	$102K	Sell	1,926 -91	-5%	-$4.75K	0.01%	392
2025 Q3	$104K	Sell	2,017 -93	-4%	-$4.68K	0.01%	389
2025 Q2	$103K	Sell	2,110 -2,184	-51%	-$101K	0.01%	380
2025 Q1	$196K	Buy	+4,294	New	+$200K	0.03%	321

Other funds holding BMAR

BCM

Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return

PCM

Penserra Capital Management Orinda, California $13B AUM 71.84% 1-Year Est. Return

TPW

Talon Private Wealth The Villages, Florida $855M AUM

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 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 $104B AUM 28.3% 1-Year Est. Return

Cerity Partners New York $82.7B AUM 28.53% 1-Year Est. Return

RPGK

Retirement Planning Group (Kansas) Leawood, Kansas $3.94B AUM 18.64% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

WealthShield Partners's BMAR Position: Q2 2026 in Review

WealthShield Partners reduced its Innovator US Equity Buffer ETF March (BMAR) stake by 11% in Q2 2026, selling an estimated $4.79K and leaving 723 shares worth $41.7K. The position accounts for 0.01% of the portfolio, ranked #291.

WealthShield Partners first reported a position in BMAR in Q1 2025 and has held it in 6 quarters since. The position peaked at $196K in Q1 2025. 107 funds tracked by Wall St. Rank hold BMAR as of Q2 2026.

WealthShield Partners held 723 shares of Innovator US Equity Buffer ETF March worth $41.7K as of Q2 2026.
WealthShield Partners sold 85 Innovator US Equity Buffer ETF March shares in Q2 2026, an estimated $4.79K.
Innovator US Equity Buffer ETF March made up 0.01% of WealthShield Partners's portfolio in Q2 2026, its #291 holding.
WealthShield Partners first reported a position in Innovator US Equity Buffer ETF March in Q1 2025 and has held it in 6 quarters since.
WealthShield Partners's Innovator US Equity Buffer ETF March position peaked at $196K in Q1 2025.
107 funds tracked by Wall St. Rank held Innovator US Equity Buffer ETF March as of Q2 2026.

Based on WealthShield Partners's 13F filing for Q2 2026, filed 12 Aug 2026.