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 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

PCM

Penserra Capital Management Orinda, California $13B AUM 71.84% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 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

Cerity Partners New York $82.7B AUM 28.53% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 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 $543M AUM 83.77% 1-Year Est. Return

Clear Point Advisors's BMAY Position: Q1 2026 in Review

Clear Point Advisors sold out of Innovator US Equity Buffer ETF May (BMAY) in Q1 2026, closing a stake of 6,154 shares — an estimated $276K sold.

Clear Point Advisors first reported a position in BMAY in Q4 2023 and held it in 9 quarters. The position peaked at $293K in Q2 2025. 85 funds tracked by Wall St. Rank hold BMAY as of Q1 2026.

Clear Point Advisors reported no remaining Innovator US Equity Buffer ETF May position as of Q1 2026 after selling out during the quarter.
Clear Point Advisors sold 6,154 Innovator US Equity Buffer ETF May shares in Q1 2026, an estimated $276K.
Clear Point Advisors first reported a position in Innovator US Equity Buffer ETF May in Q4 2023 and held it in 9 quarters.
Clear Point Advisors's Innovator US Equity Buffer ETF May position peaked at $293K in Q2 2025.
85 funds tracked by Wall St. Rank held Innovator US Equity Buffer ETF May as of Q1 2026.

Based on Clear Point Advisors's 13F filing for Q1 2026, filed 29 Apr 2026.