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

Clear Point 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
2026 Q3	$1.23M	Buy	+29,126	New	+$1.22M	0.84%	29
2026 Q1	–	Sell	-31,063	Closed	-$1.23M	–	127
2025 Q4	$1.23M	Sell	31,063 -2,677	-8%	-$105K	0.95%	24
2025 Q3	$1.31M	Hold	33,740	–	–	1.02%	23
2025 Q2	$1.27M	Sell	33,740 -191	-0.6%	-$6.92K	1.07%	22
2025 Q1	$1.21M	Sell	33,931 -1,024	-3%	-$37K	1.09%	21
2024 Q4	$1.26M	Sell	34,955 -1,080	-3%	-$38.5K	1.07%	21
2024 Q3	$1.27M	Sell	36,035 -374	-1%	-$12.9K	0.98%	22
2024 Q2	$1.24M	Sell	36,409 -1,700	-4%	-$56.5K	1.02%	22
2024 Q1	$1.24M	Sell	38,109 -219	-0.6%	-$7.01K	1.02%	20
2023 Q4	$1.21M	Buy	+38,328	New	+$1.16M	1.07%	19

Other funds holding PMAY

Brookstone Capital Management Wheaton, Illinois $10.1B AUM 17.94% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return

SEP

Southland Equity Partners Wildwood, Missouri $583M AUM 16.78% 1-Year Est. Return

Kestra Advisory Services Austin, Texas $35.1B AUM 20.13% 1-Year Est. Return

Heck Capital Advisors Rhinelander, Wisconsin $1.82B AUM 17.91% 1-Year Est. Return

Lynx Capital Group Beachwood, Ohio $254M AUM 9.64% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return

McAlister Sweet & Associates Houston, Texas $158M AUM 19.09% 1-Year Est. Return

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

Clear Point Advisors opened a new position in Innovator US Equity Power Buffer ETF May (PMAY) in Q3 2026: 29,126 shares worth $1.23M. The stake represents 0.84% of the portfolio and ranks #29 among its holdings. This is a return to the name: Clear Point Advisors previously reported a position in PMAY as recently as Q4 2025.

Clear Point Advisors first reported a position in PMAY in Q4 2023 and has held it in 10 quarters since. The position peaked at $1.31M in Q3 2025. 123 funds tracked by Wall St. Rank hold PMAY as of Q3 2026.

Clear Point Advisors held 29,126 shares of Innovator US Equity Power Buffer ETF May worth $1.23M as of Q3 2026.
Innovator US Equity Power Buffer ETF May was a new Clear Point Advisors position in Q3 2026.
Innovator US Equity Power Buffer ETF May made up 0.84% of Clear Point Advisors's portfolio in Q3 2026, its #29 holding.
Clear Point Advisors first reported a position in Innovator US Equity Power Buffer ETF May in Q4 2023 and has held it in 10 quarters since.
Clear Point Advisors's Innovator US Equity Power Buffer ETF May position peaked at $1.31M in Q3 2025.
123 funds tracked by Wall St. Rank held Innovator US Equity Power Buffer ETF May as of Q3 2026.

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