Arkadios Wealth Advisors’s Innovator US Equity Buffer ETF May BMAY Stock Holding History

Arkadios Wealth Advisors’s Portfolio BMAY Stock Details BMAY Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$1.2M	Buy	+25,363	New	+$1.18M	0.02%	738
2024 Q1	–	Sell	-9,483	Closed	-$321K	–	738
2023 Q4	$321K	Sell	9,483 -401	-4%	-$12.9K	0.03%	501
2023 Q3	$307K	Sell	9,884 -300	-3%	-$9.56K	0.03%	478
2023 Q2	$324K	Sell	10,184 -450	-4%	-$13.7K	0.04%	425
2023 Q1	$321K	Sell	10,634 -600	-5%	-$17.9K	0.04%	416
2022 Q4	$326K	Sell	11,234 -500	-4%	-$14.5K	0.04%	381
2022 Q3	$322K	Hold	11,734	–	–	0.05%	360
2022 Q2	$333K	Buy	11,734 +190	+2%	+$5.72K	0.05%	371
2022 Q1	$378K	Buy	11,544 +1,650	+17%	+$53.1K	0.05%	372
2021 Q4	$328K	Sell	9,894 -500	-5%	-$16.2K	0.04%	425
2021 Q3	$325K	Hold	10,394	–	–	0.05%	389
2021 Q2	$323K	Buy	+10,394	New	+$317K	0.04%	435

Other funds holding BMAY

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

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

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Cerity Partners New York $82.7B AUM 28.53% 1-Year Est. Return

BBPWM

Blue Bell Private Wealth Management Blue Bell, Pennsylvania $802M AUM 22.13% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

Arkadios Wealth Advisors's BMAY Position: Q2 2026 in Review

Arkadios Wealth Advisors opened a new position in Innovator US Equity Buffer ETF May (BMAY) in Q2 2026: 25,363 shares worth $1.2M. The stake represents 0.02% of the portfolio and ranks #738 among its holdings. This is a return to the name: Arkadios Wealth Advisors previously reported a position in BMAY as recently as Q4 2023.

Arkadios Wealth Advisors first reported a position in BMAY in Q2 2021 and has held it in 12 quarters since. 100 funds tracked by Wall St. Rank hold BMAY as of Q2 2026.

Arkadios Wealth Advisors held 25,363 shares of Innovator US Equity Buffer ETF May worth $1.2M as of Q2 2026.
Innovator US Equity Buffer ETF May was a new Arkadios Wealth Advisors position in Q2 2026.
Innovator US Equity Buffer ETF May made up 0.02% of Arkadios Wealth Advisors's portfolio in Q2 2026, its #738 holding.
Arkadios Wealth Advisors first reported a position in Innovator US Equity Buffer ETF May in Q2 2021 and has held it in 12 quarters since.
100 funds tracked by Wall St. Rank held Innovator US Equity Buffer ETF May as of Q2 2026.

Based on Arkadios Wealth Advisors's 13F filing for Q2 2026, filed 10 Aug 2026.