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

Forvis Mazars 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	$1.19M	Sell	28,795 -405	-1%	-$16.5K	0.02%	208
2026 Q1	$1.17M	Sell	29,200 -2,655	-8%	-$106K	0.02%	197
2025 Q4	$1.26M	Sell	31,855 -635	-2%	-$24.8K	0.02%	186
2025 Q3	$1.26M	Sell	32,490 -2,711	-8%	-$104K	0.03%	187
2025 Q2	$1.33M	Sell	35,201 -2,243	-6%	-$81.2K	0.03%	185
2025 Q1	$1.34M	Sell	37,444 -8,842	-19%	-$320K	0.03%	182
2024 Q4	$1.66M	Sell	46,286 -5,651	-11%	-$201K	0.04%	173
2024 Q3	$1.83M	Sell	51,937 -3,699	-7%	-$128K	0.04%	175
2024 Q2	$1.9M	Sell	55,636 -2,643	-5%	-$87.9K	0.05%	165
2024 Q1	$1.89M	Sell	58,279 -905	-2%	-$29K	0.05%	164
2023 Q4	$1.86M	Sell	59,184 -15,287	-21%	-$463K	0.05%	160
2023 Q3	$2.2M	Hold	74,471	–	–	0.07%	143
2023 Q2	$2.22M	Buy	74,471 +23,016	+45%	+$666K	0.07%	155
2023 Q1	$1.48M	Buy	51,455 +153	+0.3%	+$4.38K	0.05%	173
2022 Q4	$1.44M	Buy	51,302 +162	+0.3%	+$4.53K	0.05%	172
2022 Q3	$1.37M	Sell	51,140 -3,497	-6%	-$98.9K	0.06%	169
2022 Q2	$1.49M	Buy	+54,637	New	+$1.57M	0.06%	157

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

Forvis Mazars Wealth Advisors's PMAY Position: Q2 2026 in Review

Forvis Mazars Wealth Advisors reduced its Innovator US Equity Power Buffer ETF May (PMAY) stake by 1.4% in Q2 2026, selling an estimated $16.5K and leaving 28,795 shares worth $1.19M. The position accounts for 0.02% of the portfolio, ranked #208.

Forvis Mazars Wealth Advisors first reported a position in PMAY in Q2 2022 and has held it in 17 quarters since. The position peaked at $2.22M in Q2 2023. 211 funds tracked by Wall St. Rank hold PMAY as of Q2 2026.

Forvis Mazars Wealth Advisors held 28,795 shares of Innovator US Equity Power Buffer ETF May worth $1.19M as of Q2 2026.
Forvis Mazars Wealth Advisors sold 405 Innovator US Equity Power Buffer ETF May shares in Q2 2026, an estimated $16.5K.
Innovator US Equity Power Buffer ETF May made up 0.02% of Forvis Mazars Wealth Advisors's portfolio in Q2 2026, its #208 holding.
Forvis Mazars Wealth Advisors first reported a position in Innovator US Equity Power Buffer ETF May in Q2 2022 and has held it in 17 quarters since.
Forvis Mazars Wealth Advisors's Innovator US Equity Power Buffer ETF May position peaked at $2.22M in Q2 2023.
211 funds tracked by Wall St. Rank held Innovator US Equity Power Buffer ETF May as of Q2 2026.

Based on Forvis Mazars Wealth Advisors's 13F filing for Q2 2026, filed 10 Aug 2026.