Heck Capital Advisors’s Innovator US Equity Power Buffer ETF May PMAY Stock Holding History

Heck Capital 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	$7.36M	Sell	178,110 -2,901	-2%	-$118K	0.44%	51
2026 Q1	$7.23M	Sell	181,011 -3,085	-2%	-$123K	0.54%	38
2025 Q4	$7.29M	Sell	184,096 -3,206	-2%	-$125K	0.54%	38
2025 Q3	$7.29M	Sell	187,302 -10,497	-5%	-$402K	0.56%	40
2025 Q2	$7.47M	Buy	197,799 +586	+0.3%	+$21.2K	0.64%	34
2025 Q1	$7.06M	Sell	197,213 -2,778	-1%	-$100K	0.79%	35
2024 Q4	$7.18M	Sell	199,991 -9,979	-5%	-$356K	0.82%	32
2024 Q3	$7.4M	Sell	209,970 -6,315	-3%	-$218K	0.85%	30
2024 Q2	$7.38M	Sell	216,285 -6,798	-3%	-$226K	0.92%	30
2024 Q1	$7.24M	Buy	223,083 +875	+0.4%	+$28K	1.1%	28
2023 Q4	$6.99M	Sell	222,208 -2,795	-1%	-$84.6K	1.14%	28
2023 Q3	$6.64M	Sell	225,003 -129	-0.1%	-$3.86K	1.23%	27
2023 Q2	$6.72M	Buy	+225,132	New	+$6.51M	1.16%	31

Other funds holding PMAY

BCM

Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

SEP

Southland Equity Partners Wildwood, Missouri $571M AUM 22.77% 1-Year Est. Return

MSA

McAlister Sweet & Associates Houston, Texas $187M AUM 26.27% 1-Year Est. Return

IFG

Independent Financial Group San Diego, California $5.35B AUM 43.78% 1-Year Est. Return

CoreCap Advisors Southfield, Michigan $3.39B AUM 31.21% 1-Year Est. Return

AWAG

ARS Wealth Advisors Group St. Petersburg, Florida $1.28B AUM 24.51% 1-Year Est. Return

CRWM

Castle Rock Wealth Management Walnut Creek, California $509M AUM 36.93% 1-Year Est. Return

AWM

Atticus Wealth Management Palm Beach Gardens, Florida $420M AUM 23.31% 1-Year Est. Return

YWS

Yarger Wealth Strategies Westerville, Ohio $278M AUM 22.01% 1-Year Est. Return

Heck Capital Advisors's PMAY Position: Q2 2026 in Review

Heck Capital Advisors reduced its Innovator US Equity Power Buffer ETF May (PMAY) stake by 1.6% in Q2 2026, selling an estimated $118K and leaving 178,110 shares worth $7.36M. The position accounts for 0.44% of the portfolio, ranked #51.

Heck Capital Advisors first reported a position in PMAY in Q2 2023 and has held it in 13 quarters since. The position peaked at $7.47M in Q2 2025. 30 funds tracked by Wall St. Rank hold PMAY as of Q2 2026.

Heck Capital Advisors held 178,110 shares of Innovator US Equity Power Buffer ETF May worth $7.36M as of Q2 2026.
Heck Capital Advisors sold 2,901 Innovator US Equity Power Buffer ETF May shares in Q2 2026, an estimated $118K.
Innovator US Equity Power Buffer ETF May made up 0.44% of Heck Capital Advisors's portfolio in Q2 2026, its #51 holding.
Heck Capital Advisors first reported a position in Innovator US Equity Power Buffer ETF May in Q2 2023 and has held it in 13 quarters since.
Heck Capital Advisors's Innovator US Equity Power Buffer ETF May position peaked at $7.47M in Q2 2025.
30 funds tracked by Wall St. Rank held Innovator US Equity Power Buffer ETF May as of Q2 2026.

Based on Heck Capital Advisors's 13F filing for Q2 2026, filed 10 Jul 2026.