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Money Concepts Capital’s Innovator US Equity Buffer ETF May BMAY Stock Holding History

Money Concepts Capital’s Portfolio BMAY Stock Details BMAY Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q1 		– Sell
-670
Closed -$19.4K – 750
2022
Q4 		$19.4K Buy
+670
New +$19.4K ﹤0.01% 1693

Other funds holding BMAY

BMM
Berkshire Money Management Dalton, Massachusetts $976M AUM 13.87% 1-Year Est. Return
VBFP
Valtinson Bruner Financial Planning New Brighton, Minnesota $364M AUM 9.63% 1-Year Est. Return
FFG
Frisch Financial Group Melville, New York $478M AUM 16.28% 1-Year Est. Return
RPGK
Retirement Planning Group (Kansas) Leawood, Kansas $3.23B AUM 15.3% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
BCM
Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
PCM
Penserra Capital Management Orinda, California $8.52B AUM 37.76% 1-Year Est. Return
Cerity Partners
Cerity Partners New York $70.8B AUM 21.68% 1-Year Est. Return
BCM
Beck Capital Management Austin, Texas $437M AUM 59.35% 1-Year Est. Return

Money Concepts Capital's BMAY Position: Q1 2023 in Review

Money Concepts Capital sold out of Innovator US Equity Buffer ETF May (BMAY) in Q1 2023, closing a stake of 670 shares — an estimated $19.4K sold.

Money Concepts Capital first reported a position in BMAY in Q4 2022 and held it in 1 quarter. The position peaked at $19.4K in Q4 2022. 74 funds tracked by Wall St. Rank hold BMAY as of Q1 2023.

  • Money Concepts Capital reported no remaining Innovator US Equity Buffer ETF May position as of Q1 2023 after selling out during the quarter.
  • Money Concepts Capital sold 670 Innovator US Equity Buffer ETF May shares in Q1 2023, an estimated $19.4K.
  • Money Concepts Capital first reported a position in Innovator US Equity Buffer ETF May in Q4 2022 and held it in 1 quarter.
  • Money Concepts Capital's Innovator US Equity Buffer ETF May position peaked at $19.4K in Q4 2022.
  • 74 funds tracked by Wall St. Rank held Innovator US Equity Buffer ETF May as of Q1 2023.

Based on Money Concepts Capital's 13F filing for Q1 2023, filed 1 May 2023.