EP Wealth Advisors’s Innovator US Equity Buffer ETF May BMAY Stock Holding History

EP Wealth Advisors’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	$315K	Buy	+6,661	New	+$311K	﹤0.01%	1262

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

EP Wealth Advisors's BMAY Position: Q2 2026 in Review

EP Wealth Advisors opened a new position in Innovator US Equity Buffer ETF May (BMAY) in Q2 2026: 6,661 shares worth $315K. The stake represents ﹤0.01% of the portfolio and ranks #1262 among its holdings.

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

EP Wealth Advisors held 6,661 shares of Innovator US Equity Buffer ETF May worth $315K as of Q2 2026.
Innovator US Equity Buffer ETF May was a new EP Wealth Advisors position in Q2 2026.
Innovator US Equity Buffer ETF May made up ﹤0.01% of EP Wealth Advisors's portfolio in Q2 2026, its #1262 holding.
100 funds tracked by Wall St. Rank held Innovator US Equity Buffer ETF May as of Q2 2026.

Based on EP Wealth Advisors's 13F filing for Q2 2026, filed 12 Aug 2026.