Steward Partners Investment Advisory’s Innovator US Equity Buffer ETF May BMAY Stock Holding History

Steward Partners Investment Advisory’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	$49.4K	Sell	1,101 -1,000	-48%	-$45K	﹤0.01%	2787
2025 Q4	$94.2K	Hold	2,101	–	–	﹤0.01%	2330
2025 Q3	$92.1K	Hold	2,101	–	–	﹤0.01%	2278
2025 Q2	$88.7K	Hold	2,101	–	–	﹤0.01%	2190
2025 Q1	$83.3K	Sell	2,101 -818	-28%	-$33.2K	﹤0.01%	2119
2024 Q4	$118K	Buy	2,919 +10	+0.3%	+$401	﹤0.01%	1901
2024 Q3	$115K	Hold	2,909	–	–	﹤0.01%	1811
2024 Q2	$110K	Buy	2,909 +1,042	+56%	+$38.2K	﹤0.01%	1730
2024 Q1	$66.5K	Hold	1,867	–	–	﹤0.01%	1963
2023 Q4	$63.2K	Hold	1,867	–	–	﹤0.01%	1873
2023 Q3	$58K	Hold	1,867	–	–	﹤0.01%	1840
2023 Q2	$59.3K	Buy	1,867 +834	+81%	+$25.4K	﹤0.01%	1812
2023 Q1	$31.2K	Hold	1,033	–	–	﹤0.01%	2061
2022 Q4	$30K	Hold	1,033	–	–	﹤0.01%	2044
2022 Q3	$28K	Hold	1,033	–	–	﹤0.01%	2056
2022 Q2	$29K	Buy	+1,033	New	+$31.1K	﹤0.01%	2049

Other funds holding BMAY

PCM

Penserra Capital Management Orinda, California $8.52B AUM 37.76% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

VBFP

Valtinson Bruner Financial Planning New Brighton, Minnesota $364M AUM 9.63% 1-Year Est. Return

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

Cerity Partners New York $70.8B AUM 21.68% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

BBPWM

Blue Bell Private Wealth Management Blue Bell, Pennsylvania $696M AUM 17.73% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 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 $437M AUM 59.35% 1-Year Est. Return

Steward Partners Investment Advisory's BMAY Position: Q1 2026 in Review

Steward Partners Investment Advisory reduced its Innovator US Equity Buffer ETF May (BMAY) stake by 48% in Q1 2026, selling an estimated $45K and leaving 1,101 shares worth $49.4K. The position accounts for ﹤0.01% of the portfolio, ranked #2787.

Steward Partners Investment Advisory first reported a position in BMAY in Q2 2022 and has held it in 16 quarters since. The position peaked at $118K in Q4 2024. 84 funds tracked by Wall St. Rank hold BMAY as of Q1 2026.

Steward Partners Investment Advisory held 1,101 shares of Innovator US Equity Buffer ETF May worth $49.4K as of Q1 2026.
Steward Partners Investment Advisory sold 1,000 Innovator US Equity Buffer ETF May shares in Q1 2026, an estimated $45K.
Innovator US Equity Buffer ETF May made up ﹤0.01% of Steward Partners Investment Advisory's portfolio in Q1 2026, its #2787 holding.
Steward Partners Investment Advisory first reported a position in Innovator US Equity Buffer ETF May in Q2 2022 and has held it in 16 quarters since.
Steward Partners Investment Advisory's Innovator US Equity Buffer ETF May position peaked at $118K in Q4 2024.
84 funds tracked by Wall St. Rank held Innovator US Equity Buffer ETF May as of Q1 2026.

Based on Steward Partners Investment Advisory's 13F filing for Q1 2026, filed 8 May 2026.