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Disciplined Investments’s Innovator US Equity Power Buffer ETF May PMAY Stock Holding History

Disciplined Investments’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
2023
Q3 		– Sell
-1,523
Closed -$45.5K – 1171
2023
Q2 		$45.5K Buy
+1,523
New +$44.1K 0.02% 207

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
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
GSIS
Global Strategic Investment Solutions Scottsdale, Arizona $1.03B AUM 16.75% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
CAN
Cetera Advisor Networks El Segundo, California $20.2B AUM 22.31% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
BCM
Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return

Disciplined Investments's PMAY Position: Q3 2023 in Review

Disciplined Investments sold out of Innovator US Equity Power Buffer ETF May (PMAY) in Q3 2023, closing a stake of 1,523 shares — an estimated $45.5K sold.

Disciplined Investments first reported a position in PMAY in Q2 2023 and held it in 1 quarter. The position peaked at $45.5K in Q2 2023. 155 funds tracked by Wall St. Rank hold PMAY as of Q3 2023.

  • Disciplined Investments reported no remaining Innovator US Equity Power Buffer ETF May position as of Q3 2023 after selling out during the quarter.
  • Disciplined Investments sold 1,523 Innovator US Equity Power Buffer ETF May shares in Q3 2023, an estimated $45.5K.
  • Disciplined Investments first reported a position in Innovator US Equity Power Buffer ETF May in Q2 2023 and held it in 1 quarter.
  • Disciplined Investments's Innovator US Equity Power Buffer ETF May position peaked at $45.5K in Q2 2023.
  • 155 funds tracked by Wall St. Rank held Innovator US Equity Power Buffer ETF May as of Q3 2023.

Based on Disciplined Investments's 13F filing for Q3 2023, filed 14 Nov 2023.