Clear Point Advisors
BMAY icon

Clear Point Advisors’s Innovator US Equity Buffer ETF May BMAY Stock Holding History

Clear Point Advisors’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
Q3 		$313K Buy
+6,468
New +$311K 0.21% 101
2026
Q1 		– Sell
-6,154
Closed -$276K – 81
2025
Q4 		$276K Sell
6,154
-400
-6% -$17.7K 0.21% 109
2025
Q3 		$287K Sell
6,554
-393
-6% -$16.9K 0.22% 100
2025
Q2 		$293K Hold
6,947
– – 0.25% 94
2025
Q1 		$276K Hold
6,947
– – 0.25% 92
2024
Q4 		$280K Hold
6,947
– – 0.24% 96
2024
Q3 		$274K Hold
6,947
– – 0.21% 93
2024
Q2 		$264K Hold
6,947
– – 0.22% 92
2024
Q1 		$247K Hold
6,947
– – 0.2% 96
2023
Q4 		$235K Buy
+6,947
New +$223K 0.21% 92

Other funds holding BMAY

Brookstone Capital Management
Brookstone Capital Management Wheaton, Illinois $10.1B AUM 17.94% 1-Year Est. Return
Blue Bell Private Wealth Management
Blue Bell Private Wealth Management Blue Bell, Pennsylvania $840M AUM 13.7% 1-Year Est. Return
Focus Financial Network
Focus Financial Network Minneapolis, Minnesota $3.3B AUM 21.52% 1-Year Est. Return
Lantz Financial
Lantz Financial Naperville, Illinois $549M AUM 18.02% 1-Year Est. Return
TopTier Wealth Management
TopTier Wealth Management Muskego, Wisconsin $171M AUM 14.02% 1-Year Est. Return
HB Wealth Management
HB Wealth Management Atlanta, Georgia $19.5B AUM 16.96% 1-Year Est. Return
Concurrent Investment Advisors
Concurrent Investment Advisors Tampa, Florida $14.5B AUM 24.52% 1-Year Est. Return
Spire Wealth Management
Spire Wealth Management Mclean, Virginia $3.27B AUM 30.11% 1-Year Est. Return
DI
Diligent Investors Redlands, California $455M AUM 20.89% 1-Year Est. Return
Chicago Partners Investment Group
Chicago Partners Investment Group Chicago, Illinois $5.45B AUM 19.52% 1-Year Est. Return

Clear Point Advisors's BMAY Position: Q3 2026 in Review

Clear Point Advisors opened a new position in Innovator US Equity Buffer ETF May (BMAY) in Q3 2026: 6,468 shares worth $313K. The stake represents 0.21% of the portfolio and ranks #101 among its holdings. This is a return to the name: Clear Point Advisors previously reported a position in BMAY as recently as Q4 2025.

Clear Point Advisors first reported a position in BMAY in Q4 2023 and has held it in 10 quarters since. 46 funds tracked by Wall St. Rank hold BMAY as of Q3 2026.

  • Clear Point Advisors held 6,468 shares of Innovator US Equity Buffer ETF May worth $313K as of Q3 2026.
  • Innovator US Equity Buffer ETF May was a new Clear Point Advisors position in Q3 2026.
  • Innovator US Equity Buffer ETF May made up 0.21% of Clear Point Advisors's portfolio in Q3 2026, its #101 holding.
  • Clear Point Advisors first reported a position in Innovator US Equity Buffer ETF May in Q4 2023 and has held it in 10 quarters since.
  • 46 funds tracked by Wall St. Rank held Innovator US Equity Buffer ETF May as of Q3 2026.

Based on Clear Point Advisors's 13F filing for Q3 2026, filed 30 Oct 2026.