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Woodard & Company Asset Management Group’s Innovator US Equity Buffer ETF March BMAR Stock Holding History

Woodard & Company Asset Management 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
2023
Q2 		– Sell
-600
Closed -$20.8K – 99
2023
Q1 		$20.8K Hold
600
– – 0.01% 89
2022
Q4 		$19.3K Hold
600
– – 0.01% 89
2022
Q3 		$18K Hold
600
– – 0.01% 88
2022
Q2 		$19K Hold
600
– – 0.01% 92
2022
Q1 		$21K Buy
+600
New +$20.5K 0.01% 99

Other funds holding BMAR

RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
NA
NewEdge Advisors New Orleans, Louisiana $27.7B AUM 22.98% 1-Year Est. Return
PCM
Penserra Capital Management Orinda, California $8.52B AUM 37.76% 1-Year Est. Return
VBFP
Valtinson Bruner Financial Planning New Brighton, Minnesota $399M AUM 12.95% 1-Year Est. Return
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $40.4B AUM 21.2% 1-Year Est. Return
W
WPWealth Fort Worth, Texas $654M AUM 13.19% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
MSFS
Main Street Financial Solutions Newtown, Pennsylvania $1.37B AUM 23.84% 1-Year Est. Return

Woodard & Company Asset Management Group's BMAR Position: Q2 2023 in Review

Woodard & Company Asset Management Group sold out of Innovator US Equity Buffer ETF March (BMAR) in Q2 2023, closing a stake of 600 shares — an estimated $20.8K sold.

Woodard & Company Asset Management Group first reported a position in BMAR in Q1 2022 and held it in 5 quarters. The position peaked at $21K in Q1 2022. 70 funds tracked by Wall St. Rank hold BMAR as of Q2 2023.

  • Woodard & Company Asset Management Group reported no remaining Innovator US Equity Buffer ETF March position as of Q2 2023 after selling out during the quarter.
  • Woodard & Company Asset Management Group sold 600 Innovator US Equity Buffer ETF March shares in Q2 2023, an estimated $20.8K.
  • Woodard & Company Asset Management Group first reported a position in Innovator US Equity Buffer ETF March in Q1 2022 and held it in 5 quarters.
  • Woodard & Company Asset Management Group's Innovator US Equity Buffer ETF March position peaked at $21K in Q1 2022.
  • 70 funds tracked by Wall St. Rank held Innovator US Equity Buffer ETF March as of Q2 2023.

Based on Woodard & Company Asset Management Group's 13F filing for Q2 2023, filed 11 Aug 2023.