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

BFI 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
2026
Q2 		$1.38M Buy
33,518
+5,147
+18% +$210K 1.03% 36
2026
Q1 		$1.13M Buy
28,371
+111
+0.4% +$4.42K 1.09% 33
2025
Q4 		$1.12M Buy
+28,260
New +$1.11M 1.07% 33

Other funds holding PMAY

AllianceBernstein
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
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
BCM
Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $97.6B AUM 29.43% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

BFI Wealth Solutions's PMAY Position: Q2 2026 in Review

BFI Wealth Solutions increased its Innovator US Equity Power Buffer ETF May (PMAY) stake by 18% in Q2 2026, buying an estimated $210K and bringing the position to 33,518 shares worth $1.38M. The position accounts for 1.03% of the portfolio, ranked #36.

BFI Wealth Solutions first reported a position in PMAY in Q4 2025 and has held it in 3 quarters since. 215 funds tracked by Wall St. Rank hold PMAY as of Q2 2026.

  • BFI Wealth Solutions held 33,518 shares of Innovator US Equity Power Buffer ETF May worth $1.38M as of Q2 2026.
  • BFI Wealth Solutions bought 5,147 Innovator US Equity Power Buffer ETF May shares in Q2 2026, an estimated $210K.
  • Innovator US Equity Power Buffer ETF May made up 1.03% of BFI Wealth Solutions's portfolio in Q2 2026, its #36 holding.
  • BFI Wealth Solutions first reported a position in Innovator US Equity Power Buffer ETF May in Q4 2025 and has held it in 3 quarters since.
  • 215 funds tracked by Wall St. Rank held Innovator US Equity Power Buffer ETF May as of Q2 2026.

Based on BFI Wealth Solutions's 13F filing for Q2 2026, filed 7 Aug 2026.