GI
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Gradient Investments’s Innovator US Equity Power Buffer ETF May PMAY Stock Holding History

Gradient Investments’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
2022
Q4 		– Sell
-430,478
Closed -$11.5M – 1621
2022
Q3 		$11.5M Buy
430,478
+126,472
+42% +$3.58M 0.35% 90
2022
Q2 		$8.3M Buy
+304,006
New +$8.74M 0.24% 116

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
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $40.4B AUM 21.2% 1-Year Est. Return
TW
Transform Wealth Greenwood Village, Colorado $1.65B AUM 19.1% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
AWM
AE Wealth Management Topeka, Kansas $18.5B AUM 19.51% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
IA
IFP Advisors Tampa, Florida $4.82B AUM 20.19% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

Gradient Investments's PMAY Position: Q4 2022 in Review

Gradient Investments sold out of Innovator US Equity Power Buffer ETF May (PMAY) in Q4 2022, closing a stake of 430,478 shares — an estimated $11.5M sold.

Gradient Investments first reported a position in PMAY in Q2 2022 and held it in 2 quarters. The position peaked at $11.5M in Q3 2022. 111 funds tracked by Wall St. Rank hold PMAY as of Q4 2022.

  • Gradient Investments reported no remaining Innovator US Equity Power Buffer ETF May position as of Q4 2022 after selling out during the quarter.
  • Gradient Investments sold 430,478 Innovator US Equity Power Buffer ETF May shares in Q4 2022, an estimated $11.5M.
  • Gradient Investments first reported a position in Innovator US Equity Power Buffer ETF May in Q2 2022 and held it in 2 quarters.
  • Gradient Investments's Innovator US Equity Power Buffer ETF May position peaked at $11.5M in Q3 2022.
  • 111 funds tracked by Wall St. Rank held Innovator US Equity Power Buffer ETF May as of Q4 2022.

Based on Gradient Investments's 13F filing for Q4 2022, filed 10 Jan 2023.