Lineweaver Wealth Advisors’s Innovator US Equity Power Buffer ETF May PMAY Stock Holding History

Lineweaver Wealth Advisors’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
2026 Q3	$2.4M	Hold	56,709	–	–	0.28%	77
2026 Q2	$2.34M	Buy	56,709 +8,622	+18%	+$352K	0.28%	79
2026 Q1	$1.92M	Hold	48,087	–	–	0.26%	81
2025 Q4	$1.9M	Hold	48,087	–	–	0.26%	76
2025 Q3	$1.87M	Sell	48,087 -1,168	-2%	-$44.8K	0.27%	71
2025 Q2	$1.86M	Hold	49,255	–	–	0.29%	69
2025 Q1	$1.76M	Hold	49,255	–	–	0.3%	66
2024 Q4	$1.77M	Sell	49,255 -2,740	-5%	-$97.6K	0.33%	62
2024 Q3	$1.83M	Hold	51,995	–	–	0.35%	54
2024 Q2	$1.77M	Hold	51,995	–	–	0.37%	54
2024 Q1	$1.69M	Hold	51,995	–	–	0.4%	50
2023 Q4	$1.64M	Sell	51,995 -3,810	-7%	-$115K	0.42%	49
2023 Q3	$1.65M	Sell	55,805 -870	-2%	-$26K	0.48%	43
2023 Q2	$1.69M	Buy	56,675 +23,336	+70%	+$675K	0.48%	44
2023 Q1	$961K	Hold	33,339	–	–	0.3%	66
2022 Q4	$936K	Sell	33,339 -1,724	-5%	-$48.2K	0.28%	68
2022 Q3	$939K	Hold	35,063	–	–	0.3%	59
2022 Q2	$957K	Buy	35,063 +20,213	+136%	+$581K	0.32%	57
2022 Q1	$455K	Sell	14,850 -3,460	-19%	-$104K	0.13%	96
2021 Q4	$559K	Sell	18,310 -19,430	-51%	-$587K	0.16%	83
2021 Q3	$1.11M	Sell	37,740 -3,469	-8%	-$103K	0.34%	47
2021 Q2	$1.21M	Buy	+41,209	New	+$1.2M	0.4%	43

Other funds holding PMAY

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

SEP

Southland Equity Partners Wildwood, Missouri $583M AUM 16.78% 1-Year Est. Return

HCA

Heck Capital Advisors Rhinelander, Wisconsin $1.82B AUM 17.91% 1-Year Est. Return

MSA

McAlister Sweet & Associates Houston, Texas $158M AUM 19.09% 1-Year Est. Return

Independent Financial Group San Diego, California $5.51B AUM 33.52% 1-Year Est. Return

CoreCap Advisors Southfield, Michigan $3.48B AUM 21.43% 1-Year Est. Return

CRWM

Castle Rock Wealth Management Walnut Creek, California $531M AUM 31.77% 1-Year Est. Return

WCG

Weaver Consulting Group Huntington Beach, California $514M AUM 11.69% 1-Year Est. Return

WCM

Weaver Capital Management Suwanee, Georgia $525M AUM 12.9% 1-Year Est. Return

PFGIA

Patriot Financial Group Insurance Agency Westborough, Massachusetts $1.05B AUM 21.28% 1-Year Est. Return

Lineweaver Wealth Advisors's PMAY Position: Q3 2026 in Review

Lineweaver Wealth Advisors held its Innovator US Equity Power Buffer ETF May (PMAY) position steady in Q3 2026 at 56,709 shares worth $2.4M. The position accounts for 0.28% of the portfolio, ranked #77.

Lineweaver Wealth Advisors first reported a position in PMAY in Q2 2021 and has held it in 22 quarters since. 35 funds tracked by Wall St. Rank hold PMAY as of Q3 2026.

Lineweaver Wealth Advisors held 56,709 shares of Innovator US Equity Power Buffer ETF May worth $2.4M as of Q3 2026.
Lineweaver Wealth Advisors left its Innovator US Equity Power Buffer ETF May share count unchanged in Q3 2026.
Innovator US Equity Power Buffer ETF May made up 0.28% of Lineweaver Wealth Advisors's portfolio in Q3 2026, its #77 holding.
Lineweaver Wealth Advisors first reported a position in Innovator US Equity Power Buffer ETF May in Q2 2021 and has held it in 22 quarters since.
35 funds tracked by Wall St. Rank held Innovator US Equity Power Buffer ETF May as of Q3 2026.

Based on Lineweaver Wealth Advisors's 13F filing for Q3 2026, filed 13 Oct 2026.