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

Atria Wealth Solutions’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
2025 Q2	$332K	Buy	8,776 +1,103	+14%	+$39.9K	0.01%	1110
2025 Q1	$275K	Sell	7,673 -862	-10%	-$31.2K	﹤0.01%	1524
2024 Q4	$306K	Sell	8,535 -8,307	-49%	-$296K	﹤0.01%	1534
2024 Q3	$594K	Sell	16,842 -9,200	-35%	-$318K	0.01%	1154
2024 Q2	$888K	Buy	26,042 +16,553	+174%	+$550K	0.01%	946
2024 Q1	$308K	Hold	9,489	–	–	﹤0.01%	1540
2023 Q4	$299K	Sell	9,489 -12,600	-57%	-$381K	﹤0.01%	1506
2023 Q3	$652K	Sell	22,089 -500	-2%	-$15K	0.01%	1011
2023 Q2	$674K	Buy	22,589 +975	+5%	+$28.2K	0.01%	1025
2023 Q1	$623K	Sell	21,614 -8,163	-27%	-$233K	0.01%	1012
2022 Q4	$836K	Buy	29,777 +7,332	+33%	+$205K	0.01%	835
2022 Q3	$602K	Buy	22,445 +1,452	+7%	+$41.1K	0.01%	927
2022 Q2	$573K	Buy	20,993 +1,463	+7%	+$42.1K	0.01%	904
2022 Q1	$599K	Buy	+19,530	New	+$589K	0.01%	970

Other funds holding PMAY

AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 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

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

Kovitz Investment Group Partners Chicago, Illinois $4.52B AUM 31.84% 1-Year Est. Return

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

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

SEP

Southland Equity Partners Wildwood, Missouri $571M AUM 22.77% 1-Year Est. Return

HCA

Heck Capital Advisors Rhinelander, Wisconsin $1.67B AUM 26.33% 1-Year Est. Return

Atria Wealth Solutions's PMAY Position: Q2 2025 in Review

Atria Wealth Solutions increased its Innovator US Equity Power Buffer ETF May (PMAY) stake by 14% in Q2 2025, buying an estimated $39.9K and bringing the position to 8,776 shares worth $332K. The position accounts for 0.01% of the portfolio, ranked #1110.

Atria Wealth Solutions first reported a position in PMAY in Q1 2022 and has held it in 14 quarters since. The position peaked at $888K in Q2 2024. 182 funds tracked by Wall St. Rank hold PMAY as of Q2 2025.

Atria Wealth Solutions held 8,776 shares of Innovator US Equity Power Buffer ETF May worth $332K as of Q2 2025.
Atria Wealth Solutions bought 1,103 Innovator US Equity Power Buffer ETF May shares in Q2 2025, an estimated $39.9K.
Innovator US Equity Power Buffer ETF May made up 0.01% of Atria Wealth Solutions's portfolio in Q2 2025, its #1110 holding.
Atria Wealth Solutions first reported a position in Innovator US Equity Power Buffer ETF May in Q1 2022 and has held it in 14 quarters since.
Atria Wealth Solutions's Innovator US Equity Power Buffer ETF May position peaked at $888K in Q2 2024.
182 funds tracked by Wall St. Rank held Innovator US Equity Power Buffer ETF May as of Q2 2025.

Based on Atria Wealth Solutions's 13F filing for Q2 2025, filed 25 Jul 2025.