AFAS
PMAY icon

Acorn Financial Advisory Services’s Innovator US Equity Power Buffer ETF May PMAY Stock Holding History

Acorn Financial Advisory Services’s Portfolio PMAY Stock Details PMAY Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2021
Q3 		– Sell
-22,984
Closed -$676K – 232
2021
Q2 		$676K Buy
+22,984
New +$667K 0.2% 115

Other funds holding PMAY

AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
WP
WealthPLAN Partners Omaha, Nebraska $518M AUM 17.96% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
TWM
Tradition Wealth Management Edina, Minnesota $1.41B AUM 19.71% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
KCM
Karp Capital Management Sausalito, California $489M AUM 12.58% 1-Year Est. Return
IA
IFP Advisors Tampa, Florida $4.82B AUM 20.19% 1-Year Est. Return
PCM
Penserra Capital Management Orinda, California $8.52B AUM 37.76% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $40.4B AUM 21.2% 1-Year Est. Return

Acorn Financial Advisory Services's PMAY Position: Q3 2021 in Review

Acorn Financial Advisory Services sold out of Innovator US Equity Power Buffer ETF May (PMAY) in Q3 2021, closing a stake of 22,984 shares — an estimated $676K sold.

Acorn Financial Advisory Services first reported a position in PMAY in Q2 2021 and held it in 1 quarter. The position peaked at $676K in Q2 2021. 71 funds tracked by Wall St. Rank hold PMAY as of Q3 2021.

  • Acorn Financial Advisory Services reported no remaining Innovator US Equity Power Buffer ETF May position as of Q3 2021 after selling out during the quarter.
  • Acorn Financial Advisory Services sold 22,984 Innovator US Equity Power Buffer ETF May shares in Q3 2021, an estimated $676K.
  • Acorn Financial Advisory Services first reported a position in Innovator US Equity Power Buffer ETF May in Q2 2021 and held it in 1 quarter.
  • Acorn Financial Advisory Services's Innovator US Equity Power Buffer ETF May position peaked at $676K in Q2 2021.
  • 71 funds tracked by Wall St. Rank held Innovator US Equity Power Buffer ETF May as of Q3 2021.

Based on Acorn Financial Advisory Services's 13F filing for Q3 2021, filed 15 Nov 2021.