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

EP 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
2026 Q2	$1.72M	Sell	41,675 -5,317	-11%	-$217K	0.01%	615
2026 Q1	$1.88M	Sell	46,992 -3,645	-7%	-$145K	0.01%	489
2025 Q4	$2M	Buy	+50,637	New	+$1.98M	0.01%	447
2025 Q2	$2.05M	Sell	54,120 -790	-1%	-$28.6K	0.01%	409
2025 Q1	$1.97M	Sell	54,910 -2,712	-5%	-$98K	0.02%	374
2024 Q4	$2.07M	Sell	57,622 -7,452	-11%	-$266K	0.02%	353
2024 Q3	$2.29M	Buy	+65,074	New	+$2.25M	0.02%	334

Other funds holding PMAY

AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return

PCM

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

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

BCM

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

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

Focus Partners Wealth Boston, Massachusetts $97.6B AUM 29.43% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

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

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

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

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

EP Wealth Advisors reduced its Innovator US Equity Power Buffer ETF May (PMAY) stake by 11% in Q2 2026, selling an estimated $217K and leaving 41,675 shares worth $1.72M. The position accounts for 0.01% of the portfolio, ranked #615.

EP Wealth Advisors first reported a position in PMAY in Q3 2024 and has held it in 7 quarters since. The position peaked at $2.29M in Q3 2024. 211 funds tracked by Wall St. Rank hold PMAY as of Q2 2026.

EP Wealth Advisors held 41,675 shares of Innovator US Equity Power Buffer ETF May worth $1.72M as of Q2 2026.
EP Wealth Advisors sold 5,317 Innovator US Equity Power Buffer ETF May shares in Q2 2026, an estimated $217K.
Innovator US Equity Power Buffer ETF May made up 0.01% of EP Wealth Advisors's portfolio in Q2 2026, its #615 holding.
EP Wealth Advisors first reported a position in Innovator US Equity Power Buffer ETF May in Q3 2024 and has held it in 7 quarters since.
EP Wealth Advisors's Innovator US Equity Power Buffer ETF May position peaked at $2.29M in Q3 2024.
211 funds tracked by Wall St. Rank held Innovator US Equity Power Buffer ETF May as of Q2 2026.

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