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Hoover Financial Advisors’s Innovator US Equity Power Buffer ETF May PMAY Stock Holding History

Hoover Financial 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
2021
Q2 		$10.2M Buy
345,844
+11,595
+3% +$336K 1.81% 13
2021
Q1 		$9.63M Buy
+334,249
New +$9.57M 1.81% 12

Other funds holding PMAY

WP
WealthPLAN Partners Omaha, Nebraska $518M AUM 17.96% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
TW
Transform Wealth Greenwood Village, Colorado $1.65B AUM 19.1% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
KCM
Karp Capital Management Sausalito, California $489M AUM 12.58% 1-Year Est. Return
IA
IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return
PCM
Penserra Capital Management Orinda, California $8.52B AUM 37.76% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

Hoover Financial Advisors's PMAY Position: Q2 2021 in Review

Hoover Financial Advisors increased its Innovator US Equity Power Buffer ETF May (PMAY) stake by 3.5% in Q2 2021, buying an estimated $336K and bringing the position to 345,844 shares worth $10.2M. The position accounts for 1.81% of the portfolio, ranked #13.

Hoover Financial Advisors first reported a position in PMAY in Q1 2021 and has held it in 2 quarters since. 80 funds tracked by Wall St. Rank hold PMAY as of Q2 2021.

  • Hoover Financial Advisors held 345,844 shares of Innovator US Equity Power Buffer ETF May worth $10.2M as of Q2 2021.
  • Hoover Financial Advisors bought 11,595 Innovator US Equity Power Buffer ETF May shares in Q2 2021, an estimated $336K.
  • Innovator US Equity Power Buffer ETF May made up 1.81% of Hoover Financial Advisors's portfolio in Q2 2021, its #13 holding.
  • Hoover Financial Advisors first reported a position in Innovator US Equity Power Buffer ETF May in Q1 2021 and has held it in 2 quarters since.
  • 80 funds tracked by Wall St. Rank held Innovator US Equity Power Buffer ETF May as of Q2 2021.

Based on Hoover Financial Advisors's 13F filing for Q2 2021, filed 28 Jul 2021.