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

WPWealth’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
Q1 		$444K Buy
8,466
+1,654
+24% +$88.4K 0.07% 69
2025
Q4 		$361K Sell
6,812
-1,281
-16% -$66.8K 0.06% 78
2025
Q3 		$418K Hold
8,093
– – 0.07% 69
2025
Q2 		$397K Sell
8,093
-273
-3% -$12.6K 0.07% 66
2025
Q1 		$381K Buy
8,366
+510
+6% +$23.8K 0.08% 64
2024
Q4 		$362K Sell
7,856
-2,329
-23% -$107K 0.07% 67
2024
Q3 		$459K Hold
10,185
– – 0.1% 52
2024
Q2 		$440K Sell
10,185
-33,187
-77% -$1.39M 0.11% 46
2024
Q1 		$1.81M Sell
43,372
-640
-1% -$25.9K 0.47% 18
2023
Q4 		$1.74M Hold
44,012
– – 0.54% 19
2023
Q3 		$1.6M Sell
44,012
-14,536
-25% -$541K 0.61% 20
2023
Q2 		$2.17M Hold
58,548
– – 0.93% 18
2023
Q1 		$2.03M Buy
+58,548
New +$1.96M 0.94% 19

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 $143M AUM 19.29% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
RPGK
Retirement Planning Group (Kansas) Leawood, Kansas $3.23B AUM 15.3% 1-Year Est. Return
Cerity Partners
Cerity Partners New York $70.5B AUM 21.68% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
VBFP
Valtinson Bruner Financial Planning New Brighton, Minnesota $364M AUM 9.63% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $26.4B AUM 21.05% 1-Year Est. Return