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

Envision Financial’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
Q2 		$232K Hold
5,624
– – 0.11% 46
2026
Q1 		$225K Buy
+5,624
New +$224K 0.12% 45

Other funds holding PMAY

BCM
Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
SEP
Southland Equity Partners Wildwood, Missouri $571M AUM 22.77% 1-Year Est. Return
HCA
Heck Capital Advisors Rhinelander, Wisconsin $1.67B AUM 26.33% 1-Year Est. Return
MSA
McAlister Sweet & Associates Houston, Texas $187M AUM 26.27% 1-Year Est. Return
IFG
Independent Financial Group San Diego, California $5.35B AUM 43.78% 1-Year Est. Return
CA
CoreCap Advisors Southfield, Michigan $3.39B AUM 31.21% 1-Year Est. Return
AWAG
ARS Wealth Advisors Group St. Petersburg, Florida $1.28B AUM 24.51% 1-Year Est. Return
CRWM
Castle Rock Wealth Management Walnut Creek, California $509M AUM 36.93% 1-Year Est. Return
AWM
Atticus Wealth Management Palm Beach Gardens, Florida $420M AUM 23.31% 1-Year Est. Return

Envision Financial's PMAY Position: Q2 2026 in Review

Envision Financial held its Innovator US Equity Power Buffer ETF May (PMAY) position steady in Q2 2026 at 5,624 shares worth $232K. The position accounts for 0.11% of the portfolio, ranked #46.

Envision Financial first reported a position in PMAY in Q1 2026 and has held it in 2 quarters since. 30 funds tracked by Wall St. Rank hold PMAY as of Q2 2026.

  • Envision Financial held 5,624 shares of Innovator US Equity Power Buffer ETF May worth $232K as of Q2 2026.
  • Envision Financial left its Innovator US Equity Power Buffer ETF May share count unchanged in Q2 2026.
  • Innovator US Equity Power Buffer ETF May made up 0.11% of Envision Financial's portfolio in Q2 2026, its #46 holding.
  • Envision Financial first reported a position in Innovator US Equity Power Buffer ETF May in Q1 2026 and has held it in 2 quarters since.
  • 30 funds tracked by Wall St. Rank held Innovator US Equity Power Buffer ETF May as of Q2 2026.

Based on Envision Financial's 13F filing for Q2 2026, filed 10 Jul 2026.