Wood Tarver Financial Group’s Innovator US Equity Buffer ETF March BMAR Stock Holding History

Wood Tarver Financial 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	$450K	Hold	7,823	–	–	0.11%	105
2026 Q1	$410K	Hold	7,823	–	–	0.11%	102
2025 Q4	$414K	Hold	7,823	–	–	0.12%	103
2025 Q3	$403K	Hold	7,823	–	–	0.12%	103
2025 Q2	$383K	Hold	7,823	–	–	0.12%	97
2025 Q1	$356K	Buy	7,823 +32	+0.4%	+$1.49K	0.12%	98
2024 Q4	$359K	Buy	+7,791	New	+$357K	0.12%	97

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

Wood Tarver Financial Group's BMAR Position: Q2 2026 in Review

Wood Tarver Financial Group held its Innovator US Equity Buffer ETF March (BMAR) position steady in Q2 2026 at 7,823 shares worth $450K. The position accounts for 0.11% of the portfolio, ranked #105.

Wood Tarver Financial Group first reported a position in BMAR in Q4 2024 and has held it in 7 quarters since. 105 funds tracked by Wall St. Rank hold BMAR as of Q2 2026.

Wood Tarver Financial Group held 7,823 shares of Innovator US Equity Buffer ETF March worth $450K as of Q2 2026.
Wood Tarver Financial Group left its Innovator US Equity Buffer ETF March share count unchanged in Q2 2026.
Innovator US Equity Buffer ETF March made up 0.11% of Wood Tarver Financial Group's portfolio in Q2 2026, its #105 holding.
Wood Tarver Financial Group first reported a position in Innovator US Equity Buffer ETF March in Q4 2024 and has held it in 7 quarters since.
105 funds tracked by Wall St. Rank held Innovator US Equity Buffer ETF March as of Q2 2026.

Based on Wood Tarver Financial Group's 13F filing for Q2 2026, filed 13 Aug 2026.