MWS
PMAY icon

Maxwell Wealth Strategies’s Innovator US Equity Power Buffer ETF May PMAY Stock Holding History

Maxwell Wealth Strategies’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
2024
Q4 		$220K Hold
6,122
– – 0.09% 108
2024
Q3 		$217K Hold
6,122
– – 0.09% 103
2024
Q2 		$209K Hold
6,122
– – 0.1% 103
2024
Q1 		$205K Buy
+6,122
New +$196K 0.1% 101

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
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 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
HCA
Heck Capital Advisors Rhinelander, Wisconsin $1.67B AUM 26.33% 1-Year Est. Return
BCM
Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return
SEP
Southland Equity Partners Wildwood, Missouri $571M AUM 22.77% 1-Year Est. Return

Maxwell Wealth Strategies's PMAY Position: Q4 2024 in Review

Maxwell Wealth Strategies held its Innovator US Equity Power Buffer ETF May (PMAY) position steady in Q4 2024 at 6,122 shares worth $220K. The position accounts for 0.09% of the portfolio, ranked #108.

Maxwell Wealth Strategies first reported a position in PMAY in Q1 2024 and has held it in 4 quarters since. 183 funds tracked by Wall St. Rank hold PMAY as of Q4 2024.

  • Maxwell Wealth Strategies held 6,122 shares of Innovator US Equity Power Buffer ETF May worth $220K as of Q4 2024.
  • Maxwell Wealth Strategies left its Innovator US Equity Power Buffer ETF May share count unchanged in Q4 2024.
  • Innovator US Equity Power Buffer ETF May made up 0.09% of Maxwell Wealth Strategies's portfolio in Q4 2024, its #108 holding.
  • Maxwell Wealth Strategies first reported a position in Innovator US Equity Power Buffer ETF May in Q1 2024 and has held it in 4 quarters since.
  • 183 funds tracked by Wall St. Rank held Innovator US Equity Power Buffer ETF May as of Q4 2024.

Based on Maxwell Wealth Strategies's 13F filing for Q4 2024, filed 13 Feb 2025.