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PlanVest Financial’s Innovator US Equity Power Buffer ETF May PMAY Stock Holding History

PlanVest Financial’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
2026
Q2 		$36.6K Hold
887
– – 0.02% 260
2026
Q1 		$35.4K Buy
+887
New +$35.3K 0.03% 252

Other funds holding PMAY

AllianceBernstein
AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return
PCM
Penserra Capital Management Orinda, California $13B AUM 71.84% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
BCM
Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $97.6B AUM 29.43% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

PlanVest Financial's PMAY Position: Q2 2026 in Review

PlanVest Financial held its Innovator US Equity Power Buffer ETF May (PMAY) position steady in Q2 2026 at 887 shares worth $36.6K. The position accounts for 0.02% of the portfolio, ranked #260.

PlanVest Financial first reported a position in PMAY in Q1 2026 and has held it in 2 quarters since. 206 funds tracked by Wall St. Rank hold PMAY as of Q2 2026.

  • PlanVest Financial held 887 shares of Innovator US Equity Power Buffer ETF May worth $36.6K as of Q2 2026.
  • PlanVest Financial left its Innovator US Equity Power Buffer ETF May share count unchanged in Q2 2026.
  • Innovator US Equity Power Buffer ETF May made up 0.02% of PlanVest Financial's portfolio in Q2 2026, its #260 holding.
  • PlanVest Financial first reported a position in Innovator US Equity Power Buffer ETF May in Q1 2026 and has held it in 2 quarters since.
  • 206 funds tracked by Wall St. Rank held Innovator US Equity Power Buffer ETF May as of Q2 2026.

Based on PlanVest Financial's 13F filing for Q2 2026, filed 10 Aug 2026.