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Central Valley Advisors’s Innovator US Equity Power Buffer ETF May PMAY Stock Holding History

Central Valley Advisors’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
2024
Q1 		– Sell
-8,874
Closed -$279K – 165
2023
Q4 		$279K Buy
+8,874
New +$269K 0.16% 115

Other funds holding PMAY

AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
PCM
Penserra Capital Management Orinda, California $8.52B AUM 37.76% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
HCA
Heck Capital Advisors Rhinelander, Wisconsin $1.67B AUM 26.33% 1-Year Est. Return
BCM
Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return
CAN
Cetera Advisor Networks El Segundo, California $20.2B AUM 22.31% 1-Year Est. Return
LNC
Lincoln National Corp Radnor, Pennsylvania $3.45B AUM 12.55% 1-Year Est. Return

Central Valley Advisors's PMAY Position: Q1 2024 in Review

Central Valley Advisors sold out of Innovator US Equity Power Buffer ETF May (PMAY) in Q1 2024, closing a stake of 8,874 shares — an estimated $279K sold.

Central Valley Advisors first reported a position in PMAY in Q4 2023 and held it in 1 quarter. The position peaked at $279K in Q4 2023. 154 funds tracked by Wall St. Rank hold PMAY as of Q1 2024.

  • Central Valley Advisors reported no remaining Innovator US Equity Power Buffer ETF May position as of Q1 2024 after selling out during the quarter.
  • Central Valley Advisors sold 8,874 Innovator US Equity Power Buffer ETF May shares in Q1 2024, an estimated $279K.
  • Central Valley Advisors first reported a position in Innovator US Equity Power Buffer ETF May in Q4 2023 and held it in 1 quarter.
  • Central Valley Advisors's Innovator US Equity Power Buffer ETF May position peaked at $279K in Q4 2023.
  • 154 funds tracked by Wall St. Rank held Innovator US Equity Power Buffer ETF May as of Q1 2024.

Based on Central Valley Advisors's 13F filing for Q1 2024, filed 12 Apr 2024.