D.B. Root & Company’s Innovator US Equity Buffer ETF May BMAY Stock Holding History

D.B. Root & Company’s Portfolio BMAY Stock Details BMAY Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$457K	Buy	+9,653	New	+$450K	0.1%	133

Other funds holding BMAY

BCM

Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return

PCM

Penserra Capital Management Orinda, California $13B AUM 71.84% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

VBFP

Valtinson Bruner Financial Planning New Brighton, Minnesota $399M AUM 12.95% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Cerity Partners New York $82.7B AUM 28.53% 1-Year Est. Return

BBPWM

Blue Bell Private Wealth Management Blue Bell, Pennsylvania $802M AUM 22.13% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

D.B. Root & Company's BMAY Position: Q2 2026 in Review

D.B. Root & Company opened a new position in Innovator US Equity Buffer ETF May (BMAY) in Q2 2026: 9,653 shares worth $457K. The stake represents 0.1% of the portfolio and ranks #133 among its holdings.

100 funds tracked by Wall St. Rank hold BMAY as of Q2 2026.

D.B. Root & Company held 9,653 shares of Innovator US Equity Buffer ETF May worth $457K as of Q2 2026.
Innovator US Equity Buffer ETF May was a new D.B. Root & Company position in Q2 2026.
Innovator US Equity Buffer ETF May made up 0.1% of D.B. Root & Company's portfolio in Q2 2026, its #133 holding.
100 funds tracked by Wall St. Rank held Innovator US Equity Buffer ETF May as of Q2 2026.

Based on D.B. Root & Company's 13F filing for Q2 2026, filed 13 Aug 2026.