KFG Wealth Management’s Innovator US Equity Buffer ETF May BMAY Stock Holding History

KFG Wealth 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
2026 Q2	$242K	Buy	+5,112	New	+$238K	0.03%	203
2024 Q3	–	Sell	-27,070	Closed	-$1.03M	–	182
2024 Q2	$1.03M	Sell	27,070 -61	-0.2%	-$2.24K	0.41%	51
2024 Q1	$966K	Hold	27,131	–	–	0.4%	52
2023 Q4	$919K	Sell	27,131 -1,162	-4%	-$37.3K	0.42%	44
2023 Q3	$879K	Sell	28,293 -50	-0.2%	-$1.59K	0.48%	42
2023 Q2	$901K	Buy	+28,343	New	+$864K	0.53%	34

Other funds holding BMAY

BCM

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

PCM

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

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

VBFP

Valtinson Bruner Financial Planning New Brighton, Minnesota $399M AUM 12.95% 1-Year Est. Return

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

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

Cerity Partners New York $82.7B AUM 28.53% 1-Year Est. Return

BBPWM

Blue Bell Private Wealth Management Blue Bell, Pennsylvania $802M AUM 22.13% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

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

KFG Wealth Management's BMAY Position: Q2 2026 in Review

KFG Wealth Management opened a new position in Innovator US Equity Buffer ETF May (BMAY) in Q2 2026: 5,112 shares worth $242K. The stake represents 0.03% of the portfolio and ranks #203 among its holdings. This is a return to the name: KFG Wealth Management previously reported a position in BMAY as recently as Q2 2024.

KFG Wealth Management first reported a position in BMAY in Q2 2023 and has held it in 6 quarters since. The position peaked at $1.03M in Q2 2024. 100 funds tracked by Wall St. Rank hold BMAY as of Q2 2026.

KFG Wealth Management held 5,112 shares of Innovator US Equity Buffer ETF May worth $242K as of Q2 2026.
Innovator US Equity Buffer ETF May was a new KFG Wealth Management position in Q2 2026.
Innovator US Equity Buffer ETF May made up 0.03% of KFG Wealth Management's portfolio in Q2 2026, its #203 holding.
KFG Wealth Management first reported a position in Innovator US Equity Buffer ETF May in Q2 2023 and has held it in 6 quarters since.
KFG Wealth Management's Innovator US Equity Buffer ETF May position peaked at $1.03M in Q2 2024.
100 funds tracked by Wall St. Rank held Innovator US Equity Buffer ETF May as of Q2 2026.

Based on KFG Wealth Management's 13F filing for Q2 2026, filed 22 Jul 2026.