Nalls Sherbakoff Group’s Innovator US Equity Buffer ETF May BMAY Stock Holding History

Nalls Sherbakoff Group’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
2025 Q4	$71.7K	Hold	1,600	–	–	0.05%	171
2025 Q3	$70.1K	Hold	1,600	–	–	0.05%	176
2025 Q2	$67.5K	Buy	+1,600	New	+$64.1K	0.05%	172

Other funds holding BMAY

PCM

Penserra Capital Management Orinda, California $8.52B AUM 37.76% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

VBFP

Valtinson Bruner Financial Planning New Brighton, Minnesota $364M AUM 9.63% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

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

Cerity Partners New York $70.8B AUM 21.68% 1-Year Est. Return

BBPWM

Blue Bell Private Wealth Management Blue Bell, Pennsylvania $696M AUM 17.73% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

MML Investors Services Springfield, Massachusetts $36.1B AUM 19.68% 1-Year Est. Return

FFN

Focus Financial Network Minneapolis, Minnesota $3.23B AUM 29.61% 1-Year Est. Return

Nalls Sherbakoff Group's BMAY Position: Q4 2025 in Review

Nalls Sherbakoff Group held its Innovator US Equity Buffer ETF May (BMAY) position steady in Q4 2025 at 1,600 shares worth $71.7K. The position accounts for 0.05% of the portfolio, ranked #171.

Nalls Sherbakoff Group first reported a position in BMAY in Q2 2025 and has held it in 3 quarters since. 86 funds tracked by Wall St. Rank hold BMAY as of Q4 2025.

Nalls Sherbakoff Group held 1,600 shares of Innovator US Equity Buffer ETF May worth $71.7K as of Q4 2025.
Nalls Sherbakoff Group left its Innovator US Equity Buffer ETF May share count unchanged in Q4 2025.
Innovator US Equity Buffer ETF May made up 0.05% of Nalls Sherbakoff Group's portfolio in Q4 2025, its #171 holding.
Nalls Sherbakoff Group first reported a position in Innovator US Equity Buffer ETF May in Q2 2025 and has held it in 3 quarters since.
86 funds tracked by Wall St. Rank held Innovator US Equity Buffer ETF May as of Q4 2025.

Based on Nalls Sherbakoff Group's 13F filing for Q4 2025, filed 12 Mar 2026.