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

XML Financial’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
2022
Q4 		– Sell
-8,361
Closed -$252K – 331
2022
Q3 		$252K Buy
+8,361
New +$269K 0.04% 271

Other funds holding BMAR

BCM
Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return
VBFP
Valtinson Bruner Financial Planning New Brighton, Minnesota $364M AUM 9.63% 1-Year Est. Return
PCM
Penserra Capital Management Orinda, California $8.52B AUM 37.76% 1-Year Est. Return
BCM
Beck Capital Management Austin, Texas $437M AUM 59.35% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
Cerity Partners
Cerity Partners New York $70.8B AUM 21.68% 1-Year Est. Return
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $40.4B AUM 21.2% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
MSFS
Main Street Financial Solutions Newtown, Pennsylvania $1.37B AUM 23.84% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $43.3B AUM 29.3% 1-Year Est. Return

XML Financial's BMAR Position: Q4 2022 in Review

XML Financial sold out of Innovator US Equity Buffer ETF March (BMAR) in Q4 2022, closing a stake of 8,361 shares — an estimated $252K sold.

XML Financial first reported a position in BMAR in Q3 2022 and held it in 1 quarter. The position peaked at $252K in Q3 2022. 48 funds tracked by Wall St. Rank hold BMAR as of Q4 2022.

  • XML Financial reported no remaining Innovator US Equity Buffer ETF March position as of Q4 2022 after selling out during the quarter.
  • XML Financial sold 8,361 Innovator US Equity Buffer ETF March shares in Q4 2022, an estimated $252K.
  • XML Financial first reported a position in Innovator US Equity Buffer ETF March in Q3 2022 and held it in 1 quarter.
  • XML Financial's Innovator US Equity Buffer ETF March position peaked at $252K in Q3 2022.
  • 48 funds tracked by Wall St. Rank held Innovator US Equity Buffer ETF March as of Q4 2022.

Based on XML Financial's 13F filing for Q4 2022, filed 10 Feb 2023.