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Joseph Group Capital Management’s Innovator US Equity Buffer ETF May BMAY Stock Holding History

Joseph Group Capital 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
2024
Q2 		– Sell
-1,000
Closed -$35.6K – 75
2024
Q1 		$35.6K Buy
+1,000
New +$34.8K 0.02% 68

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VBFP
Valtinson Bruner Financial Planning New Brighton, Minnesota $364M AUM 9.63% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
Cerity Partners
Cerity Partners New York $70.8B AUM 21.68% 1-Year Est. Return
BBPWM
Blue Bell Private Wealth Management Blue Bell, Pennsylvania $696M AUM 17.73% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
BCM
Beck Capital Management Austin, Texas $437M AUM 59.35% 1-Year Est. Return

Joseph Group Capital Management's BMAY Position: Q2 2024 in Review

Joseph Group Capital Management sold out of Innovator US Equity Buffer ETF May (BMAY) in Q2 2024, closing a stake of 1,000 shares — an estimated $35.6K sold.

Joseph Group Capital Management first reported a position in BMAY in Q1 2024 and held it in 1 quarter. The position peaked at $35.6K in Q1 2024. 79 funds tracked by Wall St. Rank hold BMAY as of Q2 2024.

  • Joseph Group Capital Management reported no remaining Innovator US Equity Buffer ETF May position as of Q2 2024 after selling out during the quarter.
  • Joseph Group Capital Management sold 1,000 Innovator US Equity Buffer ETF May shares in Q2 2024, an estimated $35.6K.
  • Joseph Group Capital Management first reported a position in Innovator US Equity Buffer ETF May in Q1 2024 and held it in 1 quarter.
  • Joseph Group Capital Management's Innovator US Equity Buffer ETF May position peaked at $35.6K in Q1 2024.
  • 79 funds tracked by Wall St. Rank held Innovator US Equity Buffer ETF May as of Q2 2024.

Based on Joseph Group Capital Management's 13F filing for Q2 2024, filed 12 Aug 2024.