BCS Wealth Management’s Innovator US Equity Power Buffer ETF May PMAY Stock Holding History

BCS Wealth Management’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
2026 Q2	$647K	Sell	15,674 -622	-4%	-$25.4K	0.12%	149
2026 Q1	$651K	Sell	16,296 -16,412	-50%	-$653K	0.13%	134
2025 Q4	$1.29M	Buy	32,708 +15,820	+94%	+$619K	0.13%	134
2025 Q3	$657K	Sell	16,888 -113	-0.7%	-$4.33K	0.15%	126
2025 Q2	$642K	Buy	17,001 +566	+3%	+$20.5K	0.14%	137
2025 Q1	$588K	Sell	16,435 -1,822	-10%	-$65.9K	0.15%	132
2024 Q4	$656K	Sell	18,257 -27	-0.1%	-$962	0.16%	118
2024 Q3	$644K	Hold	18,284	–	–	0.27%	75
2024 Q2	$624K	Buy	18,284 +5,511	+43%	+$183K	0.3%	69
2024 Q1	$415K	Sell	12,773 -31,193	-71%	-$999K	0.13%	155
2023 Q4	$1.38M	Sell	43,966 -5,650	-11%	-$171K	0.51%	52
2023 Q3	$1.47M	Sell	49,616 -3,089	-6%	-$92.4K	0.61%	45
2023 Q2	$1.57M	Buy	52,705 +16,268	+45%	+$471K	1.15%	26
2023 Q1	$1.05M	Sell	36,437 -4,190	-10%	-$120K	0.47%	54
2022 Q4	$1.14M	Sell	40,627 -1,296	-3%	-$36.3K	0.48%	58
2022 Q3	$1.12M	Hold	41,923	–	–	0.53%	53
2022 Q2	$1.15M	Buy	41,923 +26,951	+180%	+$775K	0.51%	51
2022 Q1	$459K	Hold	14,972	–	–	0.19%	110
2021 Q4	$458K	Sell	14,972 -518	-3%	-$15.6K	0.16%	112
2021 Q3	$457K	Hold	15,490	–	–	0.19%	97
2021 Q2	$456K	Buy	+15,490	New	+$450K	0.24%	84

Other funds holding PMAY

BCM

Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 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

MSA

McAlister Sweet & Associates Houston, Texas $187M AUM 26.27% 1-Year Est. Return

IFG

Independent Financial Group San Diego, California $5.35B AUM 43.78% 1-Year Est. Return

CoreCap Advisors Southfield, Michigan $3.39B AUM 31.21% 1-Year Est. Return

AWAG

ARS Wealth Advisors Group St. Petersburg, Florida $1.28B AUM 24.51% 1-Year Est. Return

CRWM

Castle Rock Wealth Management Walnut Creek, California $509M AUM 36.93% 1-Year Est. Return

AWM

Atticus Wealth Management Palm Beach Gardens, Florida $420M AUM 23.31% 1-Year Est. Return

BCS Wealth Management's PMAY Position: Q2 2026 in Review

BCS Wealth Management reduced its Innovator US Equity Power Buffer ETF May (PMAY) stake by 3.8% in Q2 2026, selling an estimated $25.4K and leaving 15,674 shares worth $647K. The position accounts for 0.12% of the portfolio, ranked #149.

BCS Wealth Management first reported a position in PMAY in Q2 2021 and has held it in 21 quarters since. The position peaked at $1.57M in Q2 2023. 30 funds tracked by Wall St. Rank hold PMAY as of Q2 2026.

BCS Wealth Management held 15,674 shares of Innovator US Equity Power Buffer ETF May worth $647K as of Q2 2026.
BCS Wealth Management sold 622 Innovator US Equity Power Buffer ETF May shares in Q2 2026, an estimated $25.4K.
Innovator US Equity Power Buffer ETF May made up 0.12% of BCS Wealth Management's portfolio in Q2 2026, its #149 holding.
BCS Wealth Management first reported a position in Innovator US Equity Power Buffer ETF May in Q2 2021 and has held it in 21 quarters since.
BCS Wealth Management's Innovator US Equity Power Buffer ETF May position peaked at $1.57M in Q2 2023.
30 funds tracked by Wall St. Rank held Innovator US Equity Power Buffer ETF May as of Q2 2026.

Based on BCS Wealth Management's 13F filing for Q2 2026, filed 16 Jul 2026.