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Cypress Wealth Services’s Innovator US Equity Power Buffer ETF May PMAY Stock Holding History

Cypress Wealth Services’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
2024
Q3 		– Sell
-10,376
Closed -$354K – 295
2024
Q2 		$354K Buy
10,376
+1,489
+17% +$49.5K 0.08% 178
2024
Q1 		$289K Sell
8,887
-1,733
-16% -$55.5K 0.07% 203
2023
Q4 		$334K Hold
10,620
– – 0.08% 181
2023
Q3 		$314K Hold
10,620
– – 0.09% 181
2023
Q2 		$319K Buy
10,620
+1,733
+20% +$50.1K 0.08% 181
2023
Q1 		$256K Hold
8,887
– – 0.08% 197
2022
Q4 		$250K Hold
8,887
– – 0.08% 199
2022
Q3 		$240K Hold
8,887
– – 0.08% 193
2022
Q2 		$243K Buy
+8,887
New +$255K 0.08% 194

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
AF
Allworth Financial Folsom, California $24.7B AUM 15.55% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
BCM
Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return
HCA
Heck Capital Advisors Rhinelander, Wisconsin $1.67B AUM 26.33% 1-Year Est. Return
AWM
AE Wealth Management Topeka, Kansas $18.5B AUM 19.51% 1-Year Est. Return

Cypress Wealth Services's PMAY Position: Q3 2024 in Review

Cypress Wealth Services sold out of Innovator US Equity Power Buffer ETF May (PMAY) in Q3 2024, closing a stake of 10,376 shares — an estimated $354K sold.

Cypress Wealth Services first reported a position in PMAY in Q2 2022 and held it in 9 quarters. The position peaked at $354K in Q2 2024. 167 funds tracked by Wall St. Rank hold PMAY as of Q3 2024.

  • Cypress Wealth Services reported no remaining Innovator US Equity Power Buffer ETF May position as of Q3 2024 after selling out during the quarter.
  • Cypress Wealth Services sold 10,376 Innovator US Equity Power Buffer ETF May shares in Q3 2024, an estimated $354K.
  • Cypress Wealth Services first reported a position in Innovator US Equity Power Buffer ETF May in Q2 2022 and held it in 9 quarters.
  • Cypress Wealth Services's Innovator US Equity Power Buffer ETF May position peaked at $354K in Q2 2024.
  • 167 funds tracked by Wall St. Rank held Innovator US Equity Power Buffer ETF May as of Q3 2024.

Based on Cypress Wealth Services's 13F filing for Q3 2024, filed 9 Oct 2024.