Foundations Investment Advisors’s Innovator US Equity Buffer ETF May BMAY Stock Holding History

Foundations Investment 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	$349K	Buy	7,367 +2,427	+49%	+$113K	﹤0.01%	903
2026 Q1	$222K	Sell	4,940 -62	-1%	-$2.79K	﹤0.01%	1065
2025 Q4	$224K	Sell	5,002 -537	-10%	-$23.7K	﹤0.01%	1014
2025 Q3	$243K	Sell	5,539 -62	-1%	-$2.67K	﹤0.01%	932
2025 Q2	$236K	Buy	+5,601	New	+$224K	﹤0.01%	824

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

Foundations Investment Advisors's BMAY Position: Q2 2026 in Review

Foundations Investment Advisors increased its Innovator US Equity Buffer ETF May (BMAY) stake by 49% in Q2 2026, buying an estimated $113K and bringing the position to 7,367 shares worth $349K. The position accounts for ﹤0.01% of the portfolio, ranked #903.

Foundations Investment Advisors first reported a position in BMAY in Q2 2025 and has held it in 5 quarters since. 100 funds tracked by Wall St. Rank hold BMAY as of Q2 2026.

Foundations Investment Advisors held 7,367 shares of Innovator US Equity Buffer ETF May worth $349K as of Q2 2026.
Foundations Investment Advisors bought 2,427 Innovator US Equity Buffer ETF May shares in Q2 2026, an estimated $113K.
Innovator US Equity Buffer ETF May made up ﹤0.01% of Foundations Investment Advisors's portfolio in Q2 2026, its #903 holding.
Foundations Investment Advisors first reported a position in Innovator US Equity Buffer ETF May in Q2 2025 and has held it in 5 quarters since.
100 funds tracked by Wall St. Rank held Innovator US Equity Buffer ETF May as of Q2 2026.

Based on Foundations Investment Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.