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

EverSource 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
2024
Q4 		– Sell
-400
Closed -$15.8K – 3758
2024
Q3 		$15.8K Buy
+400
New +$15.4K ﹤0.01% 1604

Other funds holding BMAY

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VBFP
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Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
Cerity Partners
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
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
BCM
Beck Capital Management Austin, Texas $543M AUM 83.77% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return

EverSource Wealth Advisors's BMAY Position: Q4 2024 in Review

EverSource Wealth Advisors sold out of Innovator US Equity Buffer ETF May (BMAY) in Q4 2024, closing a stake of 400 shares — an estimated $15.8K sold.

EverSource Wealth Advisors first reported a position in BMAY in Q3 2024 and held it in 1 quarter. The position peaked at $15.8K in Q3 2024. 83 funds tracked by Wall St. Rank hold BMAY as of Q4 2024.

  • EverSource Wealth Advisors reported no remaining Innovator US Equity Buffer ETF May position as of Q4 2024 after selling out during the quarter.
  • EverSource Wealth Advisors sold 400 Innovator US Equity Buffer ETF May shares in Q4 2024, an estimated $15.8K.
  • EverSource Wealth Advisors first reported a position in Innovator US Equity Buffer ETF May in Q3 2024 and held it in 1 quarter.
  • EverSource Wealth Advisors's Innovator US Equity Buffer ETF May position peaked at $15.8K in Q3 2024.
  • 83 funds tracked by Wall St. Rank held Innovator US Equity Buffer ETF May as of Q4 2024.

Based on EverSource Wealth Advisors's 13F filing for Q4 2024, filed 10 Feb 2025.