Secure Asset Management’s Innovator US Equity Buffer ETF May BMAY Stock Holding History

Secure Asset Management’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	-8,083	Closed	-$362K	–	336
2025 Q4	$362K	Sell	8,083 -1,330	-14%	-$58.8K	0.06%	244
2025 Q3	$413K	Sell	9,413 -1,525	-14%	-$65.7K	0.07%	207
2025 Q2	$462K	Sell	10,938 -725	-6%	-$29K	0.09%	196
2025 Q1	$463K	Sell	11,663 -675	-5%	-$27.4K	0.09%	181
2024 Q4	$497K	Hold	12,338	–	–	0.08%	199
2024 Q3	$487K	Hold	12,338	–	–	0.08%	181
2024 Q2	$469K	Sell	12,338 -558	-4%	-$20.5K	0.09%	168
2024 Q1	$459K	Buy	+12,896	New	+$449K	0.11%	137

Other funds holding BMAY

PCM

Penserra Capital Management Orinda, California $13B AUM 71.84% 1-Year Est. Return

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 Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Cerity Partners New York $82.7B AUM 28.53% 1-Year Est. Return

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 Chicago, Illinois $424B AUM 22.96% 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

Secure Asset Management's BMAY Position: Q1 2026 in Review

Secure Asset Management sold out of Innovator US Equity Buffer ETF May (BMAY) in Q1 2026, closing a stake of 8,083 shares — an estimated $362K sold.

Secure Asset Management first reported a position in BMAY in Q1 2024 and held it in 8 quarters. The position peaked at $497K in Q4 2024. 85 funds tracked by Wall St. Rank hold BMAY as of Q1 2026.

Secure Asset Management reported no remaining Innovator US Equity Buffer ETF May position as of Q1 2026 after selling out during the quarter.
Secure Asset Management sold 8,083 Innovator US Equity Buffer ETF May shares in Q1 2026, an estimated $362K.
Secure Asset Management first reported a position in Innovator US Equity Buffer ETF May in Q1 2024 and held it in 8 quarters.
Secure Asset Management's Innovator US Equity Buffer ETF May position peaked at $497K in Q4 2024.
85 funds tracked by Wall St. Rank held Innovator US Equity Buffer ETF May as of Q1 2026.

Based on Secure Asset Management's 13F filing for Q1 2026, filed 9 Apr 2026.