PCA Investment Advisory Services’s Innovator US Equity Buffer ETF May BMAY Stock Holding History

PCA Investment Advisory Services’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 Q1	–	Sell	-6,102	Closed	-$246K	–	60
2024 Q4	$246K	Hold	6,102	–	–	0.11%	119
2024 Q3	$241K	Hold	6,102	–	–	0.11%	128
2024 Q2	$232K	Buy	+6,102	New	+$224K	0.12%	118
2023 Q3	–	Sell	-1,491	Closed	-$47.4K	–	140
2023 Q2	$47.4K	Buy	+1,491	New	+$45.4K	0.03%	261

Other funds holding BMAY

PCM

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

VBFP

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

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

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

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

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

Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 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 22.9% 1-Year Est. Return

BCM

Beck Capital Management Austin, Texas $543M AUM 83.77% 1-Year Est. Return

PCA Investment Advisory Services's BMAY Position: Q1 2025 in Review

PCA Investment Advisory Services sold out of Innovator US Equity Buffer ETF May (BMAY) in Q1 2025, closing a stake of 6,102 shares — an estimated $246K sold.

PCA Investment Advisory Services first reported a position in BMAY in Q2 2023 and held it in 4 quarters. The position peaked at $246K in Q4 2024. 77 funds tracked by Wall St. Rank hold BMAY as of Q1 2025.

PCA Investment Advisory Services reported no remaining Innovator US Equity Buffer ETF May position as of Q1 2025 after selling out during the quarter.
PCA Investment Advisory Services sold 6,102 Innovator US Equity Buffer ETF May shares in Q1 2025, an estimated $246K.
PCA Investment Advisory Services first reported a position in Innovator US Equity Buffer ETF May in Q2 2023 and held it in 4 quarters.
PCA Investment Advisory Services's Innovator US Equity Buffer ETF May position peaked at $246K in Q4 2024.
77 funds tracked by Wall St. Rank held Innovator US Equity Buffer ETF May as of Q1 2025.

Based on PCA Investment Advisory Services's 13F filing for Q1 2025, filed 5 May 2025.