KWM
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Kingsview Wealth Management’s Innovator US Equity Power Buffer ETF May PMAY Stock Holding History

Kingsview Wealth 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
2025
Q3 		– Sell
-16,417
Closed -$620K – 1276
2025
Q2 		$620K Sell
16,417
-634
-4% -$23K 0.01% 700
2025
Q1 		$610K Sell
17,051
-1,000
-6% -$36.2K 0.01% 668
2024
Q4 		$648K Sell
18,051
-684
-4% -$24.4K 0.01% 665
2024
Q3 		$660K Hold
18,735
– – 0.01% 633
2024
Q2 		$639K Sell
18,735
-1,164
-6% -$38.7K 0.02% 618
2024
Q1 		$646K Sell
19,899
-1,448
-7% -$46.4K 0.02% 606
2023
Q4 		$672K Buy
21,347
+209
+1% +$6.33K 0.02% 573
2023
Q3 		$624K Hold
21,138
– – 0.02% 560
2023
Q2 		$631K Buy
+21,138
New +$611K 0.02% 537

Other funds holding PMAY

AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
PCM
Penserra Capital Management Orinda, California $8.52B AUM 37.76% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
AAP
Arax Advisory Partners Denver, Colorado $3.54B AUM 19.14% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Kovitz Investment Group Partners
Kovitz Investment Group Partners Chicago, Illinois $4.31B AUM 20.41% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
SEP
Southland Equity Partners Wildwood, Missouri $571M AUM 22.77% 1-Year Est. Return