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 Q2	$488K	Hold	8,466	–	–	0.07%	65
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

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

WPWealth's BMAR Position: Q2 2026 in Review

WPWealth held its Innovator US Equity Buffer ETF March (BMAR) position steady in Q2 2026 at 8,466 shares worth $488K. The position accounts for 0.07% of the portfolio, ranked #65.

WPWealth first reported a position in BMAR in Q1 2023 and has held it in 14 quarters since. The position peaked at $2.17M in Q2 2023. 105 funds tracked by Wall St. Rank hold BMAR as of Q2 2026.

WPWealth held 8,466 shares of Innovator US Equity Buffer ETF March worth $488K as of Q2 2026.
WPWealth left its Innovator US Equity Buffer ETF March share count unchanged in Q2 2026.
Innovator US Equity Buffer ETF March made up 0.07% of WPWealth's portfolio in Q2 2026, its #65 holding.
WPWealth first reported a position in Innovator US Equity Buffer ETF March in Q1 2023 and has held it in 14 quarters since.
WPWealth's Innovator US Equity Buffer ETF March position peaked at $2.17M in Q2 2023.
105 funds tracked by Wall St. Rank held Innovator US Equity Buffer ETF March as of Q2 2026.

Based on WPWealth's 13F filing for Q2 2026, filed 10 Aug 2026.