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 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

AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

PCM

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

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

Focus Partners Wealth Boston, Massachusetts $89.9B AUM 20.5% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

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

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

SEP

Southland Equity Partners Wildwood, Missouri $571M AUM 22.77% 1-Year Est. Return

KAS

Kestra Advisory Services Austin, Texas $26.4B AUM 21.05% 1-Year Est. Return

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

Clear Point Advisors sold out of Innovator US Equity Power Buffer ETF May (PMAY) in Q1 2026, closing a stake of 31,063 shares — an estimated $1.23M sold.

Clear Point Advisors first reported a position in PMAY in Q4 2023 and held it in 9 quarters. The position peaked at $1.31M in Q3 2025. 176 funds tracked by Wall St. Rank hold PMAY as of Q1 2026.

Clear Point Advisors reported no remaining Innovator US Equity Power Buffer ETF May position as of Q1 2026 after selling out during the quarter.
Clear Point Advisors sold 31,063 Innovator US Equity Power Buffer ETF May shares in Q1 2026, an estimated $1.23M.
Clear Point Advisors first reported a position in Innovator US Equity Power Buffer ETF May in Q4 2023 and held it in 9 quarters.
Clear Point Advisors's Innovator US Equity Power Buffer ETF May position peaked at $1.31M in Q3 2025.
176 funds tracked by Wall St. Rank held Innovator US Equity Power Buffer ETF May as of Q1 2026.

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