IFAM
BMAY icon

Institutional & Family Asset Management’s Innovator US Equity Buffer ETF May BMAY Stock Holding History

Institutional & Family Asset Management’s Portfolio BMAY Stock Details BMAY Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2021
Q4 		– Sell
-761
Closed -$24K – 813
2021
Q3 		$24K Hold
761
– – ﹤0.01% 433
2021
Q2 		$24K Buy
+761
New +$23.2K ﹤0.01% 448

Other funds holding BMAY

Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
VBFP
Valtinson Bruner Financial Planning New Brighton, Minnesota $364M AUM 9.63% 1-Year Est. Return
BBPWM
Blue Bell Private Wealth Management Blue Bell, Pennsylvania $696M AUM 17.73% 1-Year Est. Return
RPGK
Retirement Planning Group (Kansas) Leawood, Kansas $3.23B AUM 15.3% 1-Year Est. Return
OMC
Old Mission Capital Chicago, Illinois $6.3B AUM 14.68% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $40.4B AUM 21.2% 1-Year Est. Return
KCM
Kathmere Capital Management Wayne, Pennsylvania $1.89B AUM 26.04% 1-Year Est. Return
CW
CreativeOne Wealth Overland Park, Kansas $4.31B AUM 19.42% 1-Year Est. Return

Institutional & Family Asset Management's BMAY Position: Q4 2021 in Review

Institutional & Family Asset Management sold out of Innovator US Equity Buffer ETF May (BMAY) in Q4 2021, closing a stake of 761 shares — an estimated $24K sold.

Institutional & Family Asset Management first reported a position in BMAY in Q2 2021 and held it in 2 quarters. The position peaked at $24K in Q3 2021. 53 funds tracked by Wall St. Rank hold BMAY as of Q4 2021.

  • Institutional & Family Asset Management reported no remaining Innovator US Equity Buffer ETF May position as of Q4 2021 after selling out during the quarter.
  • Institutional & Family Asset Management sold 761 Innovator US Equity Buffer ETF May shares in Q4 2021, an estimated $24K.
  • Institutional & Family Asset Management first reported a position in Innovator US Equity Buffer ETF May in Q2 2021 and held it in 2 quarters.
  • Institutional & Family Asset Management's Innovator US Equity Buffer ETF May position peaked at $24K in Q3 2021.
  • 53 funds tracked by Wall St. Rank held Innovator US Equity Buffer ETF May as of Q4 2021.

Based on Institutional & Family Asset Management's 13F filing for Q4 2021, filed 14 Feb 2022.