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

BigSur 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	–	Sell	-1,500	Closed	-$59.9K	–	176
2026 Q1	$59.9K	Hold	1,500	–	–	0.02%	159
2025 Q4	$59.4K	Hold	1,500	–	–	0.01%	157
2025 Q3	$58.3K	Hold	1,500	–	–	0.01%	155
2025 Q2	$56.7K	Hold	1,500	–	–	0.01%	151
2025 Q1	$53.7K	Hold	1,500	–	–	0.01%	150
2024 Q4	$53.9K	Hold	1,500	–	–	0.02%	149
2024 Q3	$52.9K	Hold	1,500	–	–	0.01%	156
2024 Q2	$51.2K	Buy	+1,500	New	+$49.9K	0.02%	148

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

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

BigSur Wealth Management sold out of Innovator US Equity Power Buffer ETF May (PMAY) in Q2 2026, closing a stake of 1,500 shares — an estimated $59.9K sold.

BigSur Wealth Management first reported a position in PMAY in Q2 2024 and held it in 8 quarters. The position peaked at $59.9K in Q1 2026. 30 funds tracked by Wall St. Rank hold PMAY as of Q2 2026.

BigSur Wealth Management reported no remaining Innovator US Equity Power Buffer ETF May position as of Q2 2026 after selling out during the quarter.
BigSur Wealth Management sold 1,500 Innovator US Equity Power Buffer ETF May shares in Q2 2026, an estimated $59.9K.
BigSur Wealth Management first reported a position in Innovator US Equity Power Buffer ETF May in Q2 2024 and held it in 8 quarters.
BigSur Wealth Management's Innovator US Equity Power Buffer ETF May position peaked at $59.9K in Q1 2026.
30 funds tracked by Wall St. Rank held Innovator US Equity Power Buffer ETF May as of Q2 2026.

Based on BigSur Wealth Management's 13F filing for Q2 2026, filed 14 Jul 2026.