My Personal CFO LLC’s Innovator US Equity Buffer ETF May BMAY Stock Holding History

My Personal CFO LLC’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
2026 Q2	$615K	Buy	12,990 +190	+1%	+$8.86K	0.24%	55
2026 Q1	$574K	Sell	12,800 -200	-2%	-$9.01K	0.25%	52
2025 Q4	$583K	Buy	+13,000	New	+$575K	0.24%	57
2025 Q3	–	Sell	-13,550	Closed	-$572K	–	107
2025 Q2	$572K	Buy	+13,550	New	+$543K	0.26%	57
2023 Q1	–	Sell	-750	Closed	-$21.8K	–	160
2022 Q4	$21.8K	Buy	+750	New	+$21.7K	0.02%	193

Other funds holding BMAY

BCM

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

PCM

Penserra Capital Management Orinda, California $13B AUM 71.84% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

VBFP

Valtinson Bruner Financial Planning New Brighton, Minnesota $399M AUM 12.95% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Cerity Partners New York $82.7B AUM 28.53% 1-Year Est. Return

BBPWM

Blue Bell Private Wealth Management Blue Bell, Pennsylvania $802M AUM 22.13% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

My Personal CFO LLC's BMAY Position: Q2 2026 in Review

My Personal CFO LLC increased its Innovator US Equity Buffer ETF May (BMAY) stake by 1.5% in Q2 2026, buying an estimated $8.86K and bringing the position to 12,990 shares worth $615K. The position accounts for 0.24% of the portfolio, ranked #55.

My Personal CFO LLC first reported a position in BMAY in Q4 2022 and has held it in 5 quarters since. 100 funds tracked by Wall St. Rank hold BMAY as of Q2 2026.

My Personal CFO LLC held 12,990 shares of Innovator US Equity Buffer ETF May worth $615K as of Q2 2026.
My Personal CFO LLC bought 190 Innovator US Equity Buffer ETF May shares in Q2 2026, an estimated $8.86K.
Innovator US Equity Buffer ETF May made up 0.24% of My Personal CFO LLC's portfolio in Q2 2026, its #55 holding.
My Personal CFO LLC first reported a position in Innovator US Equity Buffer ETF May in Q4 2022 and has held it in 5 quarters since.
100 funds tracked by Wall St. Rank held Innovator US Equity Buffer ETF May as of Q2 2026.

Based on My Personal CFO LLC's 13F filing for Q2 2026, filed 22 Jul 2026.