Pillar Wealth Advisors’s Innovator US Equity Power Buffer ETF May PMAY Stock Holding History

Pillar Wealth Advisors’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
2024 Q3	–	Sell	-47,305	Closed	-$1.61M	–	46
2024 Q2	$1.61M	Sell	47,305 -6,549	-12%	-$218K	1.94%	15
2024 Q1	$1.75M	Sell	53,854 -5,205	-9%	-$167K	1.32%	19
2023 Q4	$1.86M	Hold	59,059	–	–	1.43%	16
2023 Q3	$1.74M	Hold	59,059	–	–	1.51%	14
2023 Q2	$1.76M	Buy	59,059 +45,855	+347%	+$1.33M	1.47%	13
2023 Q1	$381K	Hold	13,204	–	–	0.38%	43
2022 Q4	$371K	Hold	13,204	–	–	0.36%	46
2022 Q3	$354K	Hold	13,204	–	–	0.35%	43
2022 Q2	$361K	Buy	+13,204	New	+$380K	0.37%	41

Other funds holding PMAY

AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

PCM

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

Allworth Financial Folsom, California $24.7B AUM 15.55% 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

RJFSA

Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

BCM

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

HCA

Heck Capital Advisors Rhinelander, Wisconsin $1.67B AUM 26.33% 1-Year Est. Return

AWM

AE Wealth Management Topeka, Kansas $21.5B AUM 26.98% 1-Year Est. Return

Pillar Wealth Advisors's PMAY Position: Q3 2024 in Review

Pillar Wealth Advisors sold out of Innovator US Equity Power Buffer ETF May (PMAY) in Q3 2024, closing a stake of 47,305 shares — an estimated $1.61M sold.

Pillar Wealth Advisors first reported a position in PMAY in Q2 2022 and held it in 9 quarters. The position peaked at $1.86M in Q4 2023. 167 funds tracked by Wall St. Rank hold PMAY as of Q3 2024.

Pillar Wealth Advisors reported no remaining Innovator US Equity Power Buffer ETF May position as of Q3 2024 after selling out during the quarter.
Pillar Wealth Advisors sold 47,305 Innovator US Equity Power Buffer ETF May shares in Q3 2024, an estimated $1.61M.
Pillar Wealth Advisors first reported a position in Innovator US Equity Power Buffer ETF May in Q2 2022 and held it in 9 quarters.
Pillar Wealth Advisors's Innovator US Equity Power Buffer ETF May position peaked at $1.86M in Q4 2023.
167 funds tracked by Wall St. Rank held Innovator US Equity Power Buffer ETF May as of Q3 2024.

Based on Pillar Wealth Advisors's 13F filing for Q3 2024, filed 5 Nov 2024.