Cardinal Point Capital Management’s Innovator US Equity Power Buffer ETF May PMAY Stock Holding History

Cardinal Point Capital 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
2025 Q3	–	Sell	-5,600	Closed	-$212K	–	274
2025 Q2	$212K	Hold	5,600	–	–	0.02%	226
2025 Q1	$200K	Hold	5,600	–	–	0.02%	179
2024 Q4	$201K	Buy	+5,600	New	+$200K	0.03%	84

Other funds holding PMAY

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 Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

AAP

Arax Advisory Partners Denver, Colorado $15.1B AUM 27.93% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Kovitz Investment Group Partners Chicago, Illinois $4.52B AUM 31.84% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

SEP

Southland Equity Partners Wildwood, Missouri $571M AUM 22.77% 1-Year Est. Return

Cardinal Point Capital Management's PMAY Position: Q3 2025 in Review

Cardinal Point Capital Management sold out of Innovator US Equity Power Buffer ETF May (PMAY) in Q3 2025, closing a stake of 5,600 shares — an estimated $212K sold.

Cardinal Point Capital Management first reported a position in PMAY in Q4 2024 and held it in 3 quarters. The position peaked at $212K in Q2 2025. 171 funds tracked by Wall St. Rank hold PMAY as of Q3 2025.

Cardinal Point Capital Management reported no remaining Innovator US Equity Power Buffer ETF May position as of Q3 2025 after selling out during the quarter.
Cardinal Point Capital Management sold 5,600 Innovator US Equity Power Buffer ETF May shares in Q3 2025, an estimated $212K.
Cardinal Point Capital Management first reported a position in Innovator US Equity Power Buffer ETF May in Q4 2024 and held it in 3 quarters.
Cardinal Point Capital Management's Innovator US Equity Power Buffer ETF May position peaked at $212K in Q2 2025.
171 funds tracked by Wall St. Rank held Innovator US Equity Power Buffer ETF May as of Q3 2025.

Based on Cardinal Point Capital Management's 13F filing for Q3 2025, filed 6 Nov 2025.