Spire Wealth Management’s Innovator US Equity Buffer ETF May BMAY Stock Holding History

Spire Wealth 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 Q2	$1.56M	Buy	32,925 +442	+1%	+$20.6K	0.05%	317
2026 Q1	$1.46M	Buy	32,483 +5	+0%	+$225	0.05%	321
2025 Q4	$1.46M	Buy	32,478 +165	+0.5%	+$7.29K	0.05%	322
2025 Q3	$1.42M	Sell	32,313 -185	-0.6%	-$7.96K	0.05%	318
2025 Q2	$1.37M	Buy	32,498 +17,348	+115%	+$695K	0.05%	304
2025 Q1	$601K	Buy	15,150 +1	+0%	+$41	0.02%	521
2024 Q4	$611K	Sell	15,149 -2	-0%	-$80	0.02%	506
2024 Q3	$598K	Buy	15,151 +3	+0%	+$115	0.02%	482
2024 Q2	$575K	Buy	15,148 +5,198	+52%	+$191K	0.02%	462
2024 Q1	$354K	Hold	9,950	–	–	0.01%	611
2023 Q4	$341K	Buy	9,950 +1	+0%	+$32	0.01%	613
2023 Q3	$309K	Sell	9,949 -1	-0%	-$32	0.01%	587
2023 Q2	$316K	Buy	9,950 +2,750	+38%	+$83.8K	0.01%	603
2023 Q1	$218K	Buy	+7,200	New	+$215K	0.01%	699
2022 Q3	–	Sell	-7,200	Closed	-$204K	–	2216
2022 Q2	$204K	Buy	+7,200	New	+$217K	0.01%	764

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

Spire Wealth Management's BMAY Position: Q2 2026 in Review

Spire Wealth Management increased its Innovator US Equity Buffer ETF May (BMAY) stake by 1.4% in Q2 2026, buying an estimated $20.6K and bringing the position to 32,925 shares worth $1.56M. The position accounts for 0.05% of the portfolio, ranked #317.

Spire Wealth Management first reported a position in BMAY in Q2 2022 and has held it in 15 quarters since. 100 funds tracked by Wall St. Rank hold BMAY as of Q2 2026.

Spire Wealth Management held 32,925 shares of Innovator US Equity Buffer ETF May worth $1.56M as of Q2 2026.
Spire Wealth Management bought 442 Innovator US Equity Buffer ETF May shares in Q2 2026, an estimated $20.6K.
Innovator US Equity Buffer ETF May made up 0.05% of Spire Wealth Management's portfolio in Q2 2026, its #317 holding.
Spire Wealth Management first reported a position in Innovator US Equity Buffer ETF May in Q2 2022 and has held it in 15 quarters since.
100 funds tracked by Wall St. Rank held Innovator US Equity Buffer ETF May as of Q2 2026.

Based on Spire Wealth Management's 13F filing for Q2 2026, filed 15 Jul 2026.