Farther Finance Advisors’s Innovator US Equity Buffer ETF May BMAY Stock Holding History

Farther Finance 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
2025 Q4	–	Sell	-25	Closed	-$1.1K	–	5472
2025 Q3	$1.1K	Sell	25 -10	-29%	-$430	﹤0.01%	4341
2025 Q2	$1.48K	Hold	35	–	–	﹤0.01%	3797
2025 Q1	$1.39K	Buy	+35	New	+$1.42K	﹤0.01%	3516

Other funds holding BMAY

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 22.9% 1-Year Est. Return

MML Investors Services Springfield, Massachusetts $49B AUM 25.55% 1-Year Est. Return

FFN

Focus Financial Network Minneapolis, Minnesota $3.23B AUM 29.61% 1-Year Est. Return

Farther Finance Advisors's BMAY Position: Q4 2025 in Review

Farther Finance Advisors sold out of Innovator US Equity Buffer ETF May (BMAY) in Q4 2025, closing a stake of 25 shares — an estimated $1.1K sold.

Farther Finance Advisors first reported a position in BMAY in Q1 2025 and held it in 3 quarters. The position peaked at $1.48K in Q2 2025. 87 funds tracked by Wall St. Rank hold BMAY as of Q4 2025.

Farther Finance Advisors reported no remaining Innovator US Equity Buffer ETF May position as of Q4 2025 after selling out during the quarter.
Farther Finance Advisors sold 25 Innovator US Equity Buffer ETF May shares in Q4 2025, an estimated $1.1K.
Farther Finance Advisors first reported a position in Innovator US Equity Buffer ETF May in Q1 2025 and held it in 3 quarters.
Farther Finance Advisors's Innovator US Equity Buffer ETF May position peaked at $1.48K in Q2 2025.
87 funds tracked by Wall St. Rank held Innovator US Equity Buffer ETF May as of Q4 2025.

Based on Farther Finance Advisors's 13F filing for Q4 2025, filed 23 Jan 2026.