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Dixon Hughes Goodman Wealth Advisors’s Innovator US Equity Power Buffer ETF May PMAY Stock Holding History

Dixon Hughes Goodman Wealth 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
2022
Q1 		$172K Sell
5,596
-317
-5% -$9.56K 0.05% 186
2021
Q4 		$181K Buy
+5,913
New +$179K 0.06% 154

Other funds holding PMAY

AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
WIM
WealthPlan Investment Management Omaha, Nebraska $1.79B AUM 17.59% 1-Year Est. Return
WP
WealthPLAN Partners Omaha, Nebraska $518M AUM 17.96% 1-Year Est. Return
PCM
Penserra Capital Management Orinda, California $8.52B AUM 37.76% 1-Year Est. Return
TWM
Tradition Wealth Management Edina, Minnesota $1.41B AUM 19.71% 1-Year Est. Return
IA
IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
KCM
Karp Capital Management Sausalito, California $489M AUM 12.58% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $40.4B AUM 21.2% 1-Year Est. Return

Dixon Hughes Goodman Wealth Advisors's PMAY Position: Q1 2022 in Review

Dixon Hughes Goodman Wealth Advisors reduced its Innovator US Equity Power Buffer ETF May (PMAY) stake by 5.4% in Q1 2022, selling an estimated $9.56K and leaving 5,596 shares worth $172K. The position accounts for 0.05% of the portfolio, ranked #186.

Dixon Hughes Goodman Wealth Advisors first reported a position in PMAY in Q4 2021 and has held it in 2 quarters since. The position peaked at $181K in Q4 2021. 78 funds tracked by Wall St. Rank hold PMAY as of Q1 2022.

  • Dixon Hughes Goodman Wealth Advisors held 5,596 shares of Innovator US Equity Power Buffer ETF May worth $172K as of Q1 2022.
  • Dixon Hughes Goodman Wealth Advisors sold 317 Innovator US Equity Power Buffer ETF May shares in Q1 2022, an estimated $9.56K.
  • Innovator US Equity Power Buffer ETF May made up 0.05% of Dixon Hughes Goodman Wealth Advisors's portfolio in Q1 2022, its #186 holding.
  • Dixon Hughes Goodman Wealth Advisors first reported a position in Innovator US Equity Power Buffer ETF May in Q4 2021 and has held it in 2 quarters since.
  • Dixon Hughes Goodman Wealth Advisors's Innovator US Equity Power Buffer ETF May position peaked at $181K in Q4 2021.
  • 78 funds tracked by Wall St. Rank held Innovator US Equity Power Buffer ETF May as of Q1 2022.

Based on Dixon Hughes Goodman Wealth Advisors's 13F filing for Q1 2022, filed 4 Apr 2022.