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

Kingsview 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
2024 Q2	–	Sell	-8,292	Closed	-$295K	–	1041
2024 Q1	$295K	Hold	8,292	–	–	0.01%	819
2023 Q4	$281K	Buy	+8,292	New	+$266K	0.01%	793

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 $8.52B AUM 37.76% 1-Year Est. Return

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 Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

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 Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

BCM

Beck Capital Management Austin, Texas $437M AUM 59.35% 1-Year Est. Return

Kingsview Wealth Management's BMAY Position: Q2 2024 in Review

Kingsview Wealth Management sold out of Innovator US Equity Buffer ETF May (BMAY) in Q2 2024, closing a stake of 8,292 shares — an estimated $295K sold.

Kingsview Wealth Management first reported a position in BMAY in Q4 2023 and held it in 2 quarters. The position peaked at $295K in Q1 2024. 79 funds tracked by Wall St. Rank hold BMAY as of Q2 2024.

Kingsview Wealth Management reported no remaining Innovator US Equity Buffer ETF May position as of Q2 2024 after selling out during the quarter.
Kingsview Wealth Management sold 8,292 Innovator US Equity Buffer ETF May shares in Q2 2024, an estimated $295K.
Kingsview Wealth Management first reported a position in Innovator US Equity Buffer ETF May in Q4 2023 and held it in 2 quarters.
Kingsview Wealth Management's Innovator US Equity Buffer ETF May position peaked at $295K in Q1 2024.
79 funds tracked by Wall St. Rank held Innovator US Equity Buffer ETF May as of Q2 2024.

Based on Kingsview Wealth Management's 13F filing for Q2 2024, filed 14 Aug 2024.