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Retirement Planning Group (Kansas)’s Innovator US Equity Buffer ETF May BMAY Stock Holding History

Retirement Planning Group (Kansas)’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
2026
Q2 		$595K Buy
12,571
+156
+1% +$7.27K 0.02% 296
2026
Q1 		$557K Hold
12,415
– – 0.02% 280
2025
Q4 		$556K Hold
12,415
– – 0.02% 255
2025
Q3 		$544K Sell
12,415
-2,000
-14% -$86.1K 0.02% 255
2025
Q2 		$608K Sell
14,415
-5,848
-29% -$234K 0.03% 197
2025
Q1 		$804K Hold
20,263
– – 0.04% 155
2024
Q4 		$817K Sell
20,263
-7,076
-26% -$283K 0.04% 145
2024
Q3 		$1.08M Sell
27,339
-1,729
-6% -$66.5K 0.06% 119
2024
Q2 		$1.1M Sell
29,068
-1,143
-4% -$41.9K 0.07% 98
2024
Q1 		$1.08M Sell
30,211
-143,033
-83% -$4.98M 0.08% 92
2023
Q4 		$5.87M Sell
173,244
-6,268
-3% -$201K 0.53% 22
2023
Q3 		$5.58M Sell
179,512
-2,102
-1% -$67K 0.59% 19
2023
Q2 		$5.77M Sell
181,614
-4,466
-2% -$136K 0.58% 17
2023
Q1 		$5.63M Sell
186,080
-1,100
-0.6% -$32.8K 0.6% 17
2022
Q4 		$5.43M Sell
187,180
-21,368
-10% -$619K 0.62% 18
2022
Q3 		$5.72M Sell
208,548
-4,930
-2% -$145K 0.72% 17
2022
Q2 		$6.06M Buy
213,478
+164,999
+340% +$4.97M 0.75% 15
2022
Q1 		$1.59M Hold
48,479
– – 0.17% 38
2021
Q4 		$1.61M Buy
+48,479
New +$1.58M 0.16% 35

Other funds holding BMAY

BCM
Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return
PCM
Penserra Capital Management Orinda, California $13B AUM 71.84% 1-Year Est. Return
TPW
Talon Private Wealth The Villages, Florida $855M AUM
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
VBFP
Valtinson Bruner Financial Planning New Brighton, Minnesota $399M AUM 12.95% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
Cerity Partners
Cerity Partners New York $82.7B AUM 28.53% 1-Year Est. Return
BBPWM
Blue Bell Private Wealth Management Blue Bell, Pennsylvania $802M AUM 22.13% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Retirement Planning Group (Kansas)'s BMAY Position: Q2 2026 in Review

Retirement Planning Group (Kansas) increased its Innovator US Equity Buffer ETF May (BMAY) stake by 1.3% in Q2 2026, buying an estimated $7.27K and bringing the position to 12,571 shares worth $595K. The position accounts for 0.02% of the portfolio, ranked #296.

Retirement Planning Group (Kansas) first reported a position in BMAY in Q4 2021 and has held it in 19 quarters since. The position peaked at $6.06M in Q2 2022. 102 funds tracked by Wall St. Rank hold BMAY as of Q2 2026.

  • Retirement Planning Group (Kansas) held 12,571 shares of Innovator US Equity Buffer ETF May worth $595K as of Q2 2026.
  • Retirement Planning Group (Kansas) bought 156 Innovator US Equity Buffer ETF May shares in Q2 2026, an estimated $7.27K.
  • Innovator US Equity Buffer ETF May made up 0.02% of Retirement Planning Group (Kansas)'s portfolio in Q2 2026, its #296 holding.
  • Retirement Planning Group (Kansas) first reported a position in Innovator US Equity Buffer ETF May in Q4 2021 and has held it in 19 quarters since.
  • Retirement Planning Group (Kansas)'s Innovator US Equity Buffer ETF May position peaked at $6.06M in Q2 2022.
  • 102 funds tracked by Wall St. Rank held Innovator US Equity Buffer ETF May as of Q2 2026.

Based on Retirement Planning Group (Kansas)'s 13F filing for Q2 2026, filed 5 Aug 2026.