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

Foundations Investment 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
2025
Q4 		– Sell
-6,714
Closed -$261K – 1171
2025
Q3 		$261K Buy
6,714
+139
+2% +$5.33K ﹤0.01% 910
2025
Q2 		$248K Buy
6,575
+427
+7% +$15.5K ﹤0.01% 811
2025
Q1 		$220K Sell
6,148
-3,297
-35% -$119K ﹤0.01% 801
2024
Q4 		$339K Buy
9,445
+54
+0.6% +$1.92K 0.01% 632
2024
Q3 		$331K Sell
9,391
-9,922
-51% -$342K 0.01% 609
2024
Q2 		$659K Buy
+19,313
New +$642K 0.02% 434
2024
Q1 		– Sell
-14,598
Closed -$466K – 739
2023
Q4 		$466K Buy
14,598
+491
+3% +$14.9K 0.01% 452
2023
Q3 		$416K Buy
+14,107
New +$422K 0.01% 431

Other funds holding PMAY

AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
PCM
Penserra Capital Management Orinda, California $8.52B AUM 37.76% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $89.9B AUM 20.5% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return
KWS
Keystone Wealth Services Palm Desert, California $468M AUM 22.94% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
SEP
Southland Equity Partners Wildwood, Missouri $571M AUM 22.77% 1-Year Est. Return