Milestone Asset Management’s Innovator US Equity Power Buffer ETF May PMAY Stock Holding History

Milestone Asset 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
2026 Q3	$538K	Sell	12,739 -119	-0.9%	-$4.98K	0.09%	172
2026 Q2	$531K	Hold	12,858	–	–	0.08%	179
2026 Q1	$514K	Hold	12,858	–	–	0.09%	166
2025 Q4	$509K	Hold	12,858	–	–	0.1%	152
2025 Q3	$500K	Hold	12,858	–	–	0.09%	150
2025 Q2	$486K	Hold	12,858	–	–	0.1%	148
2025 Q1	$460K	Sell	12,858 -273	-2%	-$9.87K	0.1%	149
2024 Q4	$472K	Hold	13,131	–	–	0.1%	164
2024 Q3	$463K	Hold	13,131	–	–	0.1%	142
2024 Q2	$448K	Sell	13,131 -214	-2%	-$7.12K	0.11%	139
2024 Q1	$433K	Sell	13,345 -303	-2%	-$9.7K	0.12%	117
2023 Q4	$430K	Hold	13,648	–	–	0.14%	43
2023 Q3	$403K	Sell	13,648 -16,618	-55%	-$497K	0.14%	46
2023 Q2	$903K	Buy	+30,266	New	+$876K	0.4%	16

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

AWAG

ARS Wealth Advisors Group St. Petersburg, Florida $1.37B AUM 18.29% 1-Year Est. Return

CRWM

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

KWM

KFG Wealth Management Granger, Indiana $922M AUM 10.87% 1-Year Est. Return

LWA

Lineweaver Wealth Advisors Valley View, Ohio $863M AUM 14.27% 1-Year Est. Return

Milestone Asset Management's PMAY Position: Q3 2026 in Review

Milestone Asset Management reduced its Innovator US Equity Power Buffer ETF May (PMAY) stake by 0.93% in Q3 2026, selling an estimated $4.98K and leaving 12,739 shares worth $538K. The position accounts for 0.09% of the portfolio, ranked #172.

Milestone Asset Management first reported a position in PMAY in Q2 2023 and has held it in 14 quarters since. The position peaked at $903K in Q2 2023. 39 funds tracked by Wall St. Rank hold PMAY as of Q3 2026.

Milestone Asset Management held 12,739 shares of Innovator US Equity Power Buffer ETF May worth $538K as of Q3 2026.
Milestone Asset Management sold 119 Innovator US Equity Power Buffer ETF May shares in Q3 2026, an estimated $4.98K.
Innovator US Equity Power Buffer ETF May made up 0.09% of Milestone Asset Management's portfolio in Q3 2026, its #172 holding.
Milestone Asset Management first reported a position in Innovator US Equity Power Buffer ETF May in Q2 2023 and has held it in 14 quarters since.
Milestone Asset Management's Innovator US Equity Power Buffer ETF May position peaked at $903K in Q2 2023.
39 funds tracked by Wall St. Rank held Innovator US Equity Power Buffer ETF May as of Q3 2026.

Based on Milestone Asset Management's 13F filing for Q3 2026, filed 15 Oct 2026.