CFP
PMAY icon

Cypress Financial Planning’s Innovator US Equity Power Buffer ETF May PMAY Stock Holding History

Cypress Financial Planning’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
-7,216
Closed -$286K – 108
2025
Q4 		$286K Sell
7,216
-20
-0.3% -$782 0.08% 93
2025
Q3 		$281K Sell
7,236
-37
-0.5% -$1.42K 0.09% 75
2025
Q2 		$275K Sell
7,273
-110
-1% -$3.98K 0.09% 71
2025
Q1 		$264K Sell
7,383
-134
-2% -$4.84K 0.1% 71
2024
Q4 		$270K Sell
7,517
-288
-4% -$10.3K 0.1% 67
2024
Q3 		$275K Sell
7,805
-2,206
-22% -$76.1K 0.1% 62
2024
Q2 		$341K Buy
10,011
+67
+0.7% +$2.23K 0.14% 51
2024
Q1 		$323K Buy
9,944
+2,243
+29% +$71.8K 0.15% 51
2023
Q4 		$241K Sell
7,701
-2,570
-25% -$77.8K 0.22% 35
2023
Q3 		$303K Sell
10,271
-120
-1% -$3.59K 0.18% 48
2023
Q2 		$310K Buy
10,391
+3,218
+45% +$93.1K 0.18% 47
2023
Q1 		$207K Sell
7,173
-58,794
-89% -$1.68M 0.13% 55
2022
Q4 		$1.96M Buy
+65,967
New +$1.85M 1.31% 15

Other funds holding PMAY

AllianceBernstein
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
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $89.9B AUM 20.5% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return
Cetera Investment Advisers
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