Independent Financial Group’s Innovator US Equity Power Buffer ETF May PMAY Stock Holding History

Independent Financial Group’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	$3.69M	Buy	89,387 +3,116	+4%	+$127K	0.07%	287
2026 Q1	$3.45M	Sell	86,271 -1,592	-2%	-$63.4K	0.08%	258
2025 Q4	$3.48M	Hold	87,863	–	–	0.08%	238
2025 Q3	$3.42M	Sell	87,863 -149	-0.2%	-$5.71K	0.08%	230
2025 Q2	$3.33M	Buy	88,012 +80,834	+1,126%	+$2.93M	0.09%	214
2025 Q1	$257K	Hold	7,178	–	–	0.01%	1001
2024 Q4	$258K	Buy	7,178 +1,340	+23%	+$47.8K	0.01%	961
2024 Q3	$206K	Buy	+5,838	New	+$202K	0.01%	1062
2024 Q1	–	Sell	-7,838	Closed	-$247K	–	1046
2023 Q4	$247K	Hold	7,838	–	–	0.01%	807
2023 Q3	$231K	Hold	7,838	–	–	0.02%	775
2023 Q2	$234K	Buy	+7,838	New	+$227K	0.02%	758

Other funds holding PMAY

AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return

PCM

Penserra Capital Management Orinda, California $13B AUM 71.84% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

BCM

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

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Focus Partners Wealth Boston, Massachusetts $97.6B AUM 29.43% 1-Year Est. Return

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

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

Independent Financial Group's PMAY Position: Q2 2026 in Review

Independent Financial Group increased its Innovator US Equity Power Buffer ETF May (PMAY) stake by 3.6% in Q2 2026, buying an estimated $127K and bringing the position to 89,387 shares worth $3.69M. The position accounts for 0.07% of the portfolio, ranked #287.

Independent Financial Group first reported a position in PMAY in Q2 2023 and has held it in 11 quarters since. 211 funds tracked by Wall St. Rank hold PMAY as of Q2 2026.

Independent Financial Group held 89,387 shares of Innovator US Equity Power Buffer ETF May worth $3.69M as of Q2 2026.
Independent Financial Group bought 3,116 Innovator US Equity Power Buffer ETF May shares in Q2 2026, an estimated $127K.
Innovator US Equity Power Buffer ETF May made up 0.07% of Independent Financial Group's portfolio in Q2 2026, its #287 holding.
Independent Financial Group first reported a position in Innovator US Equity Power Buffer ETF May in Q2 2023 and has held it in 11 quarters since.
211 funds tracked by Wall St. Rank held Innovator US Equity Power Buffer ETF May as of Q2 2026.

Based on Independent Financial Group's 13F filing for Q2 2026, filed 15 Jul 2026.