Sigma Planning Corp’s Innovator US Equity Buffer ETF May BMAY Stock Holding History

Sigma Planning Corp’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	$478K	Sell	10,100 -500	-5%	-$23.3K	0.01%	933
2026 Q1	$476K	Sell	10,600 -170	-2%	-$7.66K	0.01%	855
2025 Q4	$483K	Sell	10,770 -310	-3%	-$13.7K	0.01%	803
2025 Q3	$486K	Buy	11,080 +12	+0.1%	+$517	0.01%	828
2025 Q2	$467K	Sell	11,068 -903	-8%	-$36.2K	0.01%	804
2025 Q1	$475K	Sell	11,971 -207	-2%	-$8.4K	0.02%	764
2024 Q4	$491K	Sell	12,178 -4,985	-29%	-$200K	0.02%	750
2024 Q3	$677K	Sell	17,163 -515	-3%	-$19.8K	0.02%	634
2024 Q2	$671K	Buy	17,678 +2,869	+19%	+$105K	0.02%	612
2024 Q1	$527K	Buy	14,809 +6,541	+79%	+$228K	0.02%	736
2023 Q4	$280K	Sell	8,268 -8,276	-50%	-$266K	0.02%	647
2023 Q3	$514K	Sell	16,544 -1,102	-6%	-$35.1K	0.02%	705
2023 Q2	$561K	Buy	17,646 +7,386	+72%	+$225K	0.02%	686
2023 Q1	$310K	Buy	+10,260	New	+$306K	0.01%	993

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

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 Scottsdale, Arizona $85.1B AUM 27.35% 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

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

Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

Sigma Planning Corp's BMAY Position: Q2 2026 in Review

Sigma Planning Corp reduced its Innovator US Equity Buffer ETF May (BMAY) stake by 4.7% in Q2 2026, selling an estimated $23.3K and leaving 10,100 shares worth $478K. The position accounts for 0.01% of the portfolio, ranked #933.

Sigma Planning Corp first reported a position in BMAY in Q1 2023 and has held it in 14 quarters since. The position peaked at $677K in Q3 2024. 100 funds tracked by Wall St. Rank hold BMAY as of Q2 2026.

Sigma Planning Corp held 10,100 shares of Innovator US Equity Buffer ETF May worth $478K as of Q2 2026.
Sigma Planning Corp sold 500 Innovator US Equity Buffer ETF May shares in Q2 2026, an estimated $23.3K.
Innovator US Equity Buffer ETF May made up 0.01% of Sigma Planning Corp's portfolio in Q2 2026, its #933 holding.
Sigma Planning Corp first reported a position in Innovator US Equity Buffer ETF May in Q1 2023 and has held it in 14 quarters since.
Sigma Planning Corp's Innovator US Equity Buffer ETF May position peaked at $677K in Q3 2024.
100 funds tracked by Wall St. Rank held Innovator US Equity Buffer ETF May as of Q2 2026.

Based on Sigma Planning Corp's 13F filing for Q2 2026, filed 7 Aug 2026.