Bedel Financial Consulting’s Innovator US Equity Buffer ETF May BMAY Stock Holding History

Bedel Financial Consulting’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
2022 Q2	–	Sell	-5,297	Closed	-$173K	–	281
2022 Q1	$173K	Hold	5,297	–	–	0.05%	199
2021 Q4	$176K	Sell	5,297 -325	-6%	-$10.6K	0.05%	206
2021 Q3	$176K	Hold	5,622	–	–	0.06%	195
2021 Q2	$175K	Buy	5,622 +4,665	+487%	+$142K	0.06%	192
2021 Q1	$29K	Hold	957	–	–	0.01%	451
2020 Q4	$28K	Hold	957	–	–	0.01%	400
2020 Q3	$27K	Hold	957	–	–	0.01%	386
2020 Q2	$26K	Buy	+957	New	+$25.2K	0.01%	367

Other funds holding BMAY

Wealthquest Cincinnati, Ohio $1.41B AUM 14.87% 1-Year Est. Return

Valtinson Bruner Financial Planning New Brighton, Minnesota $364M AUM 9.63% 1-Year Est. Return

Retirement Planning Group (Kansas) Leawood, Kansas $3.23B AUM 15.3% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Truist Financial

Truist Financial Charlotte, North Carolina $74.1B AUM 21.09% 1-Year Est. Return

Commonwealth Equity Services

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

Krilogy Financial St. Louis, Missouri $3.1B AUM 20.67% 1-Year Est. Return

Hudson Capital Management Ramsey, New Jersey $414M AUM 20.94% 1-Year Est. Return

Beck Capital Management Austin, Texas $437M AUM 59.35% 1-Year Est. Return