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

Cerity Partners’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	$2.1M	Buy	+50,777	New	+$2.07M	﹤0.01%	1567
2025 Q3	–	Sell	-18,500	Closed	-$699K	–	2838
2025 Q2	$699K	Buy	18,500 +3,200	+21%	+$116K	﹤0.01%	1697
2025 Q1	$548K	Sell	15,300 -500	-3%	-$18.1K	﹤0.01%	1707
2024 Q4	$567K	Hold	15,800	–	–	﹤0.01%	1691
2024 Q3	$557K	Hold	15,800	–	–	﹤0.01%	1717
2024 Q2	$539K	Buy	15,800 +1,000	+7%	+$33.3K	﹤0.01%	1514
2024 Q1	$481K	Hold	14,800	–	–	﹤0.01%	1621
2023 Q4	$466K	Hold	14,800	–	–	﹤0.01%	1299
2023 Q3	$437K	Hold	14,800	–	–	﹤0.01%	1027
2023 Q2	$442K	Sell	14,800 -11,743	-44%	-$340K	﹤0.01%	1234
2023 Q1	$765K	Buy	26,543 +7,582	+40%	+$217K	﹤0.01%	1098
2022 Q4	$533K	Buy	+18,961	New	+$531K	﹤0.01%	919

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

BCM

Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return

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

Focus Partners Wealth Boston, Massachusetts $97.6B AUM 29.43% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 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

Cerity Partners's PMAY Position: Q2 2026 in Review

Cerity Partners opened a new position in Innovator US Equity Power Buffer ETF May (PMAY) in Q2 2026: 50,777 shares worth $2.1M. The stake represents ﹤0.01% of the portfolio and ranks #1567 among its holdings. This is a return to the name: Cerity Partners previously reported a position in PMAY as recently as Q2 2025.

Cerity Partners first reported a position in PMAY in Q4 2022 and has held it in 12 quarters since. 215 funds tracked by Wall St. Rank hold PMAY as of Q2 2026.

Cerity Partners held 50,777 shares of Innovator US Equity Power Buffer ETF May worth $2.1M as of Q2 2026.
Innovator US Equity Power Buffer ETF May was a new Cerity Partners position in Q2 2026.
Innovator US Equity Power Buffer ETF May made up ﹤0.01% of Cerity Partners's portfolio in Q2 2026, its #1567 holding.
Cerity Partners first reported a position in Innovator US Equity Power Buffer ETF May in Q4 2022 and has held it in 12 quarters since.
215 funds tracked by Wall St. Rank held Innovator US Equity Power Buffer ETF May as of Q2 2026.

Based on Cerity Partners's 13F filing for Q2 2026, filed 14 Aug 2026.