Cerity Partners’s Innovator US Equity Buffer ETF May BMAY Stock Holding History

Cerity Partners’s Portfolio BMAY Stock Details BMAY Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$4.35M	Sell	96,981 -250	-0.3%	-$11.3K	0.01%	1080
2025 Q4	$4.36M	Buy	97,231 +2,150	+2%	+$95K	0.01%	976
2025 Q3	$4.17M	Sell	95,081 -7,250	-7%	-$312K	0.01%	935
2025 Q2	$4.32M	Buy	102,331 +29,505	+41%	+$1.18M	0.01%	876
2025 Q1	$2.89M	Sell	72,826 -6,737	-8%	-$273K	0.01%	960
2024 Q4	$3.21M	Sell	79,563 -31,875	-29%	-$1.28M	0.01%	900
2024 Q3	$4.4M	Buy	111,438 +3,743	+3%	+$144K	0.01%	746
2024 Q2	$4.09M	Buy	107,695 +77,060	+252%	+$2.83M	0.01%	666
2024 Q1	$1.09M	Sell	30,635 -820	-3%	-$28.5K	﹤0.01%	1233
2023 Q4	$1.07M	Sell	31,455 -14,120	-31%	-$454K	﹤0.01%	964
2023 Q3	$1.42M	Buy	45,575 +150	+0.3%	+$4.78K	0.01%	667
2023 Q2	$1.44M	Sell	45,425 -37,997	-46%	-$1.16M	0.01%	813
2023 Q1	$2.52M	Sell	83,422 -3,500	-4%	-$104K	0.01%	648
2022 Q4	$2.52M	Buy	+86,922	New	+$2.52M	0.02%	487

Other funds holding BMAY

PCM

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

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

VBFP

Valtinson Bruner Financial Planning New Brighton, Minnesota $399M AUM 12.95% 1-Year Est. Return

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

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

BBPWM

Blue Bell Private Wealth Management Blue Bell, Pennsylvania $802M AUM 22.13% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

FFN

Focus Financial Network Minneapolis, Minnesota $3.23B AUM 29.61% 1-Year Est. Return

BCM

Beck Capital Management Austin, Texas $437M AUM 59.35% 1-Year Est. Return

IIA

Integral Investment Advisors Turlock, California $454M AUM 21.42% 1-Year Est. Return

Cerity Partners's BMAY Position: Q1 2026 in Review

Cerity Partners reduced its Innovator US Equity Buffer ETF May (BMAY) stake by 0.26% in Q1 2026, selling an estimated $11.3K and leaving 96,981 shares worth $4.35M. The position accounts for 0.01% of the portfolio, ranked #1080.

Cerity Partners first reported a position in BMAY in Q4 2022 and has held it in 14 quarters since. The position peaked at $4.4M in Q3 2024. 84 funds tracked by Wall St. Rank hold BMAY as of Q1 2026.

Cerity Partners held 96,981 shares of Innovator US Equity Buffer ETF May worth $4.35M as of Q1 2026.
Cerity Partners sold 250 Innovator US Equity Buffer ETF May shares in Q1 2026, an estimated $11.3K.
Innovator US Equity Buffer ETF May made up 0.01% of Cerity Partners's portfolio in Q1 2026, its #1080 holding.
Cerity Partners first reported a position in Innovator US Equity Buffer ETF May in Q4 2022 and has held it in 14 quarters since.
Cerity Partners's Innovator US Equity Buffer ETF May position peaked at $4.4M in Q3 2024.
84 funds tracked by Wall St. Rank held Innovator US Equity Buffer ETF May as of Q1 2026.

Based on Cerity Partners's 13F filing for Q1 2026, filed 15 May 2026.