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Personal CFO Solutions’s Innovator US Equity Power Buffer ETF May PMAY Stock Holding History

Personal CFO Solutions’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
2023
Q2 		– Sell
-10,218
Closed -$294K – 501
2023
Q1 		$294K Hold
10,218
– – 0.06% 316
2022
Q4 		$287K Sell
10,218
-1,000
-9% -$28K 0.06% 311
2022
Q3 		$301K Hold
11,218
– – 0.08% 252
2022
Q2 		$306K Buy
+11,218
New +$322K 0.07% 259

Other funds holding PMAY

AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 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
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
AWM
AE Wealth Management Topeka, Kansas $18.5B AUM 19.51% 1-Year Est. Return
GSIS
Global Strategic Investment Solutions Scottsdale, Arizona $1.03B AUM 16.75% 1-Year Est. Return
MCM
MAI Capital Management Independence, Ohio $17.7B AUM 18.87% 1-Year Est. Return
CAN
Cetera Advisor Networks El Segundo, California $20.2B AUM 22.31% 1-Year Est. Return

Personal CFO Solutions's PMAY Position: Q2 2023 in Review

Personal CFO Solutions sold out of Innovator US Equity Power Buffer ETF May (PMAY) in Q2 2023, closing a stake of 10,218 shares — an estimated $294K sold.

Personal CFO Solutions first reported a position in PMAY in Q2 2022 and held it in 4 quarters. The position peaked at $306K in Q2 2022. 154 funds tracked by Wall St. Rank hold PMAY as of Q2 2023.

  • Personal CFO Solutions reported no remaining Innovator US Equity Power Buffer ETF May position as of Q2 2023 after selling out during the quarter.
  • Personal CFO Solutions sold 10,218 Innovator US Equity Power Buffer ETF May shares in Q2 2023, an estimated $294K.
  • Personal CFO Solutions first reported a position in Innovator US Equity Power Buffer ETF May in Q2 2022 and held it in 4 quarters.
  • Personal CFO Solutions's Innovator US Equity Power Buffer ETF May position peaked at $306K in Q2 2022.
  • 154 funds tracked by Wall St. Rank held Innovator US Equity Power Buffer ETF May as of Q2 2023.

Based on Personal CFO Solutions's 13F filing for Q2 2023, filed 10 Aug 2023.