Weaver Consulting Group’s Innovator US Equity Buffer ETF March BMAR Stock Holding History

Weaver Consulting Group’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	$1.29M	Buy	22,428 +760	+4%	+$42.8K	0.27%	80
2026 Q1	$1.14M	Buy	21,668 +3,609	+20%	+$193K	0.27%	81
2025 Q4	$958K	Sell	18,059 -428	-2%	-$22.3K	0.23%	87
2025 Q3	$954K	Sell	18,487 -929	-5%	-$46.7K	0.24%	83
2025 Q2	$952K	Buy	19,416 +2,342	+14%	+$108K	0.26%	75
2025 Q1	$778K	Buy	17,074 +8,675	+103%	+$404K	0.23%	84
2024 Q4	$388K	Hold	8,399	–	–	0.12%	134
2024 Q3	$378K	Sell	8,399 -695	-8%	-$30.4K	0.12%	140
2024 Q2	$393K	Buy	9,094 +1,000	+12%	+$41.8K	0.14%	127
2024 Q1	$337K	Sell	8,094 -958	-11%	-$38.8K	0.12%	142
2023 Q4	$359K	Hold	9,052	–	–	0.15%	125
2023 Q3	$329K	Sell	9,052 -1,040	-10%	-$38.7K	0.15%	126
2023 Q2	$374K	Sell	10,092 -2,205	-18%	-$78.2K	0.17%	110
2023 Q1	$426K	Buy	+12,297	New	+$412K	0.2%	94
2020 Q4	–	Sell	-938	Closed	-$27K	–	225
2020 Q3	$27K	Hold	938	–	–	0.02%	352
2020 Q2	$25K	Hold	938	–	–	0.01%	356
2020 Q1	$22K	Buy	+938	New	+$22.4K	0.01%	319

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

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

VBFP

Valtinson Bruner Financial Planning New Brighton, Minnesota $399M AUM 12.95% 1-Year Est. Return

Weaver Consulting Group's BMAR Position: Q2 2026 in Review

Weaver Consulting Group increased its Innovator US Equity Buffer ETF March (BMAR) stake by 3.5% in Q2 2026, buying an estimated $42.8K and bringing the position to 22,428 shares worth $1.29M. The position accounts for 0.27% of the portfolio, ranked #80.

Weaver Consulting Group first reported a position in BMAR in Q1 2020 and has held it in 17 quarters since. 105 funds tracked by Wall St. Rank hold BMAR as of Q2 2026.

Weaver Consulting Group held 22,428 shares of Innovator US Equity Buffer ETF March worth $1.29M as of Q2 2026.
Weaver Consulting Group bought 760 Innovator US Equity Buffer ETF March shares in Q2 2026, an estimated $42.8K.
Innovator US Equity Buffer ETF March made up 0.27% of Weaver Consulting Group's portfolio in Q2 2026, its #80 holding.
Weaver Consulting Group first reported a position in Innovator US Equity Buffer ETF March in Q1 2020 and has held it in 17 quarters since.
105 funds tracked by Wall St. Rank held Innovator US Equity Buffer ETF March as of Q2 2026.

Based on Weaver Consulting Group's 13F filing for Q2 2026, filed 29 Jul 2026.