McAlister Sweet & Associates’s Innovator US Equity Power Buffer ETF May PMAY Stock Holding History

McAlister Sweet & Associates’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 Q2	$5.31M	Buy	128,672 +4,284	+3%	+$175K	2.84%	12
2026 Q1	$4.97M	Sell	124,388 -131	-0.1%	-$5.21K	3.09%	13
2025 Q4	$4.93M	Sell	124,519 -318	-0.3%	-$12.4K	3.74%	9
2025 Q3	$4.86M	Sell	124,837 -400	-0.3%	-$15.3K	3.21%	10
2025 Q2	$4.73M	Buy	+125,237	New	+$4.54M	4.2%	9
2025 Q1	–	Sell	-66,059	Closed	-$2.37M	–	30
2024 Q4	$2.37M	Hold	66,059	–	–	1.69%	13
2024 Q3	$2.33M	Buy	66,059 +5,773	+10%	+$199K	1.92%	16
2024 Q2	$2.06M	Sell	60,286 -3,969	-6%	-$132K	1.48%	16
2024 Q1	$2.09M	Buy	64,255 +13,155	+26%	+$421K	1.64%	14
2023 Q4	$1.61M	Sell	51,100 -655	-1%	-$19.8K	1.49%	17
2023 Q3	$1.53M	Buy	51,755 +1,397	+3%	+$41.8K	1.3%	14
2023 Q2	$1.5M	Buy	+50,358	New	+$1.46M	1.29%	17

Other funds holding PMAY

BCM

Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 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

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

KAS

Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return

CWRP

Cassady Wealth & Retirement Planning Henderson, Nevada $215M AUM

Corrado Advisors Ramsey, New Jersey $217M AUM 26.96% 1-Year Est. Return

Caprock Group Boise, Idaho $5.22B AUM 42.47% 1-Year Est. Return

McAlister Sweet & Associates's PMAY Position: Q2 2026 in Review

McAlister Sweet & Associates increased its Innovator US Equity Power Buffer ETF May (PMAY) stake by 3.4% in Q2 2026, buying an estimated $175K and bringing the position to 128,672 shares worth $5.31M. The position accounts for 2.84% of the portfolio, ranked #12.

McAlister Sweet & Associates first reported a position in PMAY in Q2 2023 and has held it in 12 quarters since. 92 funds tracked by Wall St. Rank hold PMAY as of Q2 2026.

McAlister Sweet & Associates held 128,672 shares of Innovator US Equity Power Buffer ETF May worth $5.31M as of Q2 2026.
McAlister Sweet & Associates bought 4,284 Innovator US Equity Power Buffer ETF May shares in Q2 2026, an estimated $175K.
Innovator US Equity Power Buffer ETF May made up 2.84% of McAlister Sweet & Associates's portfolio in Q2 2026, its #12 holding.
McAlister Sweet & Associates first reported a position in Innovator US Equity Power Buffer ETF May in Q2 2023 and has held it in 12 quarters since.
92 funds tracked by Wall St. Rank held Innovator US Equity Power Buffer ETF May as of Q2 2026.

Based on McAlister Sweet & Associates's 13F filing for Q2 2026, filed 13 Jul 2026.