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Larson Financial Group’s Innovator US Equity Power Buffer ETF May PMAY Stock Holding History

Larson Financial Group’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
Q2 		– Sell
-13
Closed -$465 – 3456
2025
Q1 		$465 Hold
13
– – ﹤0.01% 2598
2024
Q4 		$467 Buy
13
+12
+1,200% +$428 ﹤0.01% 2218
2024
Q3 		$35 Sell
1
-175
-99% -$6.04K ﹤0.01% 2656
2024
Q2 		$6K Hold
176
– – ﹤0.01% 1401
2024
Q1 		$5.71K Sell
176
-420
-70% -$13.4K ﹤0.01% 1165
2023
Q4 		$18.8K Hold
596
– – ﹤0.01% 868
2023
Q3 		$17.6K Hold
596
– – ﹤0.01% 850
2023
Q2 		$17.8K Buy
596
+21
+4% +$607 ﹤0.01% 772
2023
Q1 		$16.6K Buy
+575
New +$16.4K ﹤0.01% 795
2021
Q2 		– Sell
-414
Closed -$12K – 909
2021
Q1 		$12K Sell
414
-495
-54% -$14.2K ﹤0.01% 509
2020
Q4 		$26K Hold
909
– – 0.01% 320
2020
Q3 		$25K Buy
909
+495
+120% +$13.5K 0.01% 284
2020
Q2 		$11K Buy
+414
New +$10.8K 0.01% 384

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
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
Kovitz Investment Group Partners
Kovitz Investment Group Partners Chicago, Illinois $4.31B AUM 20.41% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
SEP
Southland Equity Partners Wildwood, Missouri $571M AUM 22.77% 1-Year Est. Return
HCA
Heck Capital Advisors Rhinelander, Wisconsin $1.67B AUM 26.33% 1-Year Est. Return

Larson Financial Group's PMAY Position: Q2 2025 in Review

Larson Financial Group sold out of Innovator US Equity Power Buffer ETF May (PMAY) in Q2 2025, closing a stake of 13 shares — an estimated $465 sold.

Larson Financial Group first reported a position in PMAY in Q2 2020 and held it in 13 quarters. The position peaked at $26K in Q4 2020. 181 funds tracked by Wall St. Rank hold PMAY as of Q2 2025.

  • Larson Financial Group reported no remaining Innovator US Equity Power Buffer ETF May position as of Q2 2025 after selling out during the quarter.
  • Larson Financial Group sold 13 Innovator US Equity Power Buffer ETF May shares in Q2 2025, an estimated $465.
  • Larson Financial Group first reported a position in Innovator US Equity Power Buffer ETF May in Q2 2020 and held it in 13 quarters.
  • Larson Financial Group's Innovator US Equity Power Buffer ETF May position peaked at $26K in Q4 2020.
  • 181 funds tracked by Wall St. Rank held Innovator US Equity Power Buffer ETF May as of Q2 2025.

Based on Larson Financial Group's 13F filing for Q2 2025, filed 8 Aug 2025.