Berkshire Money Management’s Innovator US Equity Buffer ETF May BMAY Stock Holding History

Berkshire Money Management’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 Q1	–	Sell	-6,072	Closed	-$272K	–	61
2025 Q4	$272K	Buy	+6,072	New	+$268K	0.03%	103
2025 Q3	–	Sell	-7,127	Closed	-$301K	–	56
2025 Q2	$301K	Hold	7,127	–	–	0.03%	80
2025 Q1	$283K	Hold	7,127	–	–	0.03%	76
2024 Q4	$287K	Buy	+7,127	New	+$286K	0.03%	75
2024 Q2	–	Sell	-7,335	Closed	-$261K	–	43
2024 Q1	$261K	Buy	+7,335	New	+$255K	0.03%	72
2023 Q4	–	Sell	-435,799	Closed	-$13.5M	–	42
2023 Q3	$13.5M	Buy	435,799 +6,161	+1%	+$196K	2.05%	14
2023 Q2	$13.7M	Buy	429,638 +444	+0.1%	+$13.5K	1.97%	17
2023 Q1	$13M	Buy	429,194 +26,130	+6%	+$780K	1.97%	16
2022 Q4	$11.7M	Buy	403,064 +54,748	+16%	+$1.59M	1.85%	14
2022 Q3	$9.55M	Buy	348,316 +289,266	+490%	+$8.54M	1.64%	14
2022 Q2	$1.68M	Buy	+59,050	New	+$1.78M	0.28%	32

Other funds holding BMAY

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

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

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 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

FFN

Focus Financial Network Minneapolis, Minnesota $3.23B AUM 29.61% 1-Year Est. Return

BCM

Beck Capital Management Austin, Texas $543M AUM 83.77% 1-Year Est. Return

Berkshire Money Management's BMAY Position: Q1 2026 in Review

Berkshire Money Management sold out of Innovator US Equity Buffer ETF May (BMAY) in Q1 2026, closing a stake of 6,072 shares — an estimated $272K sold.

Berkshire Money Management first reported a position in BMAY in Q2 2022 and held it in 11 quarters. The position peaked at $13.7M in Q2 2023. 85 funds tracked by Wall St. Rank hold BMAY as of Q1 2026.

Berkshire Money Management reported no remaining Innovator US Equity Buffer ETF May position as of Q1 2026 after selling out during the quarter.
Berkshire Money Management sold 6,072 Innovator US Equity Buffer ETF May shares in Q1 2026, an estimated $272K.
Berkshire Money Management first reported a position in Innovator US Equity Buffer ETF May in Q2 2022 and held it in 11 quarters.
Berkshire Money Management's Innovator US Equity Buffer ETF May position peaked at $13.7M in Q2 2023.
85 funds tracked by Wall St. Rank held Innovator US Equity Buffer ETF May as of Q1 2026.

Based on Berkshire Money Management's 13F filing for Q1 2026, filed 21 Apr 2026.