Better Money Decisions’s Innovator US Equity Power Buffer ETF May PMAY Stock Holding History

Better Money Decisions’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
2023 Q1	–	Sell	-9,712	Closed	-$273K	–	71
2022 Q4	$273K	Hold	9,712	–	–	0.24%	57
2022 Q3	$260K	Hold	9,712	–	–	0.25%	51
2022 Q2	$265K	Buy	+9,712	New	+$279K	0.22%	51
2021 Q4	–	Sell	-257	Closed	-$8K	–	440
2021 Q3	$8K	Hold	257	–	–	0.01%	445
2021 Q2	$8K	Buy	+257	New	+$7.46K	0.01%	427

Other funds holding PMAY

AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

BCM

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

AIA

Acute Investment Advisory Mesa, Arizona $8.91M AUM 4.28% 1-Year Est. Return

Janney Montgomery Scott Philadelphia, Pennsylvania $40.4B AUM 21.2% 1-Year Est. Return

CWG

Crown Wealth Group Charlotte, North Carolina $340M AUM 20.49% 1-Year Est. Return

PCM

Penserra Capital Management Orinda, California $8.52B AUM 37.76% 1-Year Est. Return

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

HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return

AWM

AE Wealth Management Topeka, Kansas $18.5B AUM 19.51% 1-Year Est. Return

RJFSA

Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

Better Money Decisions's PMAY Position: Q1 2023 in Review

Better Money Decisions sold out of Innovator US Equity Power Buffer ETF May (PMAY) in Q1 2023, closing a stake of 9,712 shares — an estimated $273K sold.

Better Money Decisions first reported a position in PMAY in Q2 2021 and held it in 5 quarters. The position peaked at $273K in Q4 2022. 117 funds tracked by Wall St. Rank hold PMAY as of Q1 2023.

Better Money Decisions reported no remaining Innovator US Equity Power Buffer ETF May position as of Q1 2023 after selling out during the quarter.
Better Money Decisions sold 9,712 Innovator US Equity Power Buffer ETF May shares in Q1 2023, an estimated $273K.
Better Money Decisions first reported a position in Innovator US Equity Power Buffer ETF May in Q2 2021 and held it in 5 quarters.
Better Money Decisions's Innovator US Equity Power Buffer ETF May position peaked at $273K in Q4 2022.
117 funds tracked by Wall St. Rank held Innovator US Equity Power Buffer ETF May as of Q1 2023.

Based on Better Money Decisions's 13F filing for Q1 2023, filed 3 May 2023.