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Atria Investments’s Innovator US Equity Power Buffer ETF May PMAY Stock Holding History

Atria Investments’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
-85,353
Closed -$2.51M – 819
2021
Q2 		$2.51M Buy
+85,353
New +$2.48M 0.05% 421

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

Atria Investments's PMAY Position: Q3 2021 in Review

Atria Investments sold out of Innovator US Equity Power Buffer ETF May (PMAY) in Q3 2021, closing a stake of 85,353 shares — an estimated $2.51M sold.

Atria Investments first reported a position in PMAY in Q2 2021 and held it in 1 quarter. The position peaked at $2.51M in Q2 2021. 71 funds tracked by Wall St. Rank hold PMAY as of Q3 2021.

  • Atria Investments reported no remaining Innovator US Equity Power Buffer ETF May position as of Q3 2021 after selling out during the quarter.
  • Atria Investments sold 85,353 Innovator US Equity Power Buffer ETF May shares in Q3 2021, an estimated $2.51M.
  • Atria Investments first reported a position in Innovator US Equity Power Buffer ETF May in Q2 2021 and held it in 1 quarter.
  • Atria Investments's Innovator US Equity Power Buffer ETF May position peaked at $2.51M in Q2 2021.
  • 71 funds tracked by Wall St. Rank held Innovator US Equity Power Buffer ETF May as of Q3 2021.

Based on Atria Investments's 13F filing for Q3 2021, filed 16 Nov 2021.