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

Institutional & Family Asset 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
2021
Q4 		– Sell
-277
Closed -$8K – 897
2021
Q3 		$8K Hold
277
– – ﹤0.01% 591
2021
Q2 		$8K Buy
+277
New +$8.04K ﹤0.01% 639

Other funds holding PMAY

AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
WP
WealthPLAN Partners Omaha, Nebraska $518M AUM 17.96% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
SIA
Soltis Investment Advisors St. George, Utah $1.59B AUM 23.87% 1-Year Est. Return
TWM
Tradition Wealth Management Edina, Minnesota $1.41B AUM 19.71% 1-Year Est. Return
PCM
Penserra Capital Management Orinda, California $8.52B AUM 37.76% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
IA
IFP Advisors Tampa, Florida $4.82B AUM 20.19% 1-Year Est. Return
KCM
Karp Capital Management Sausalito, California $489M AUM 12.58% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

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

Institutional & Family Asset Management sold out of Innovator US Equity Power Buffer ETF May (PMAY) in Q4 2021, closing a stake of 277 shares — an estimated $8K sold.

Institutional & Family Asset Management first reported a position in PMAY in Q2 2021 and held it in 2 quarters. The position peaked at $8K in Q3 2021. 77 funds tracked by Wall St. Rank hold PMAY as of Q4 2021.

  • Institutional & Family Asset Management reported no remaining Innovator US Equity Power Buffer ETF May position as of Q4 2021 after selling out during the quarter.
  • Institutional & Family Asset Management sold 277 Innovator US Equity Power Buffer ETF May shares in Q4 2021, an estimated $8K.
  • Institutional & Family Asset Management first reported a position in Innovator US Equity Power Buffer ETF May in Q2 2021 and held it in 2 quarters.
  • Institutional & Family Asset Management's Innovator US Equity Power Buffer ETF May position peaked at $8K in Q3 2021.
  • 77 funds tracked by Wall St. Rank held Innovator US Equity Power Buffer ETF May as of Q4 2021.

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