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HB Wealth Management’s Innovator US Equity Power Buffer ETF May PMAY Stock Holding History

HB Wealth Management’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
2024
Q3 		– Sell
-15,176
Closed -$518K – 1004
2024
Q2 		$518K Buy
+15,176
New +$505K 0.01% 538

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Osaic Holdings
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Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
BCM
Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return
HCA
Heck Capital Advisors Rhinelander, Wisconsin $1.67B AUM 26.33% 1-Year Est. Return
AWM
AE Wealth Management Topeka, Kansas $18.5B AUM 19.51% 1-Year Est. Return

HB Wealth Management's PMAY Position: Q3 2024 in Review

HB Wealth Management sold out of Innovator US Equity Power Buffer ETF May (PMAY) in Q3 2024, closing a stake of 15,176 shares — an estimated $518K sold.

HB Wealth Management first reported a position in PMAY in Q2 2024 and held it in 1 quarter. The position peaked at $518K in Q2 2024. 167 funds tracked by Wall St. Rank hold PMAY as of Q3 2024.

  • HB Wealth Management reported no remaining Innovator US Equity Power Buffer ETF May position as of Q3 2024 after selling out during the quarter.
  • HB Wealth Management sold 15,176 Innovator US Equity Power Buffer ETF May shares in Q3 2024, an estimated $518K.
  • HB Wealth Management first reported a position in Innovator US Equity Power Buffer ETF May in Q2 2024 and held it in 1 quarter.
  • HB Wealth Management's Innovator US Equity Power Buffer ETF May position peaked at $518K in Q2 2024.
  • 167 funds tracked by Wall St. Rank held Innovator US Equity Power Buffer ETF May as of Q3 2024.

Based on HB Wealth Management's 13F filing for Q3 2024, filed 15 Oct 2024.