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SageView Advisory Group’s Innovator US Equity Buffer ETF May BMAY Stock Holding History

SageView Advisory Group’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
Q1 		– Sell
-250
Closed -$11.2K – 817
2025
Q4 		$11.2K Buy
+250
New +$11K ﹤0.01% 1673

Other funds holding BMAY

PCM
Penserra Capital Management Orinda, California $13B AUM 71.84% 1-Year Est. Return
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
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
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 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 22.9% 1-Year Est. Return
FFN
Focus Financial Network Minneapolis, Minnesota $3.23B AUM 29.61% 1-Year Est. Return
BCM
Beck Capital Management Austin, Texas $543M AUM 83.77% 1-Year Est. Return

SageView Advisory Group's BMAY Position: Q1 2026 in Review

SageView Advisory Group sold out of Innovator US Equity Buffer ETF May (BMAY) in Q1 2026, closing a stake of 250 shares — an estimated $11.2K sold.

SageView Advisory Group first reported a position in BMAY in Q4 2025 and held it in 1 quarter. The position peaked at $11.2K in Q4 2025. 86 funds tracked by Wall St. Rank hold BMAY as of Q1 2026.

  • SageView Advisory Group reported no remaining Innovator US Equity Buffer ETF May position as of Q1 2026 after selling out during the quarter.
  • SageView Advisory Group sold 250 Innovator US Equity Buffer ETF May shares in Q1 2026, an estimated $11.2K.
  • SageView Advisory Group first reported a position in Innovator US Equity Buffer ETF May in Q4 2025 and held it in 1 quarter.
  • SageView Advisory Group's Innovator US Equity Buffer ETF May position peaked at $11.2K in Q4 2025.
  • 86 funds tracked by Wall St. Rank held Innovator US Equity Buffer ETF May as of Q1 2026.

Based on SageView Advisory Group's 13F filing for Q1 2026, filed 10 Aug 2026.