Concurrent Investment Advisors’s Innovator US Equity Power Buffer ETF May PMAY Stock Holding History

Concurrent Investment 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 Q2	$1.05M	Buy	25,467 +12,247	+93%	+$500K	0.01%	981
2026 Q1	$528K	Hold	13,220	–	–	0.01%	1191
2025 Q4	$523K	Sell	13,220 -25	-0.2%	-$978	0.01%	1127
2025 Q3	$515K	Buy	+13,245	New	+$508K	0.01%	902

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

Concurrent Investment Advisors's PMAY Position: Q2 2026 in Review

Concurrent Investment Advisors increased its Innovator US Equity Power Buffer ETF May (PMAY) stake by 93% in Q2 2026, buying an estimated $500K and bringing the position to 25,467 shares worth $1.05M. The position accounts for 0.01% of the portfolio, ranked #981.

Concurrent Investment Advisors first reported a position in PMAY in Q3 2025 and has held it in 4 quarters since. 215 funds tracked by Wall St. Rank hold PMAY as of Q2 2026.

Concurrent Investment Advisors held 25,467 shares of Innovator US Equity Power Buffer ETF May worth $1.05M as of Q2 2026.
Concurrent Investment Advisors bought 12,247 Innovator US Equity Power Buffer ETF May shares in Q2 2026, an estimated $500K.
Innovator US Equity Power Buffer ETF May made up 0.01% of Concurrent Investment Advisors's portfolio in Q2 2026, its #981 holding.
Concurrent Investment Advisors first reported a position in Innovator US Equity Power Buffer ETF May in Q3 2025 and has held it in 4 quarters since.
215 funds tracked by Wall St. Rank held Innovator US Equity Power Buffer ETF May as of Q2 2026.

Based on Concurrent Investment Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.