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Stonebridge Financial Group (Pennsylvania)’s Innovator US Equity Power Buffer ETF May PMAY Stock Holding History

Stonebridge Financial Group (Pennsylvania)’s Portfolio PMAY Stock Details PMAY Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		– Sell
-1,299
Closed -$46.5K – 746
2025
Q1 		$46.5K Sell
1,299
-317
-20% -$11.5K ﹤0.01% 394
2024
Q4 		$58K Buy
+1,616
New +$57.6K 0.01% 362

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Osaic Holdings
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Commonwealth Equity Services
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Kovitz Investment Group Partners
Kovitz Investment Group Partners Chicago, Illinois $4.31B AUM 20.41% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
SEP
Southland Equity Partners Wildwood, Missouri $571M AUM 22.77% 1-Year Est. Return
HCA
Heck Capital Advisors Rhinelander, Wisconsin $1.67B AUM 26.33% 1-Year Est. Return

Stonebridge Financial Group (Pennsylvania)'s PMAY Position: Q2 2025 in Review

Stonebridge Financial Group (Pennsylvania) sold out of Innovator US Equity Power Buffer ETF May (PMAY) in Q2 2025, closing a stake of 1,299 shares — an estimated $46.5K sold.

Stonebridge Financial Group (Pennsylvania) first reported a position in PMAY in Q4 2024 and held it in 2 quarters. The position peaked at $58K in Q4 2024. 181 funds tracked by Wall St. Rank hold PMAY as of Q2 2025.

  • Stonebridge Financial Group (Pennsylvania) reported no remaining Innovator US Equity Power Buffer ETF May position as of Q2 2025 after selling out during the quarter.
  • Stonebridge Financial Group (Pennsylvania) sold 1,299 Innovator US Equity Power Buffer ETF May shares in Q2 2025, an estimated $46.5K.
  • Stonebridge Financial Group (Pennsylvania) first reported a position in Innovator US Equity Power Buffer ETF May in Q4 2024 and held it in 2 quarters.
  • Stonebridge Financial Group (Pennsylvania)'s Innovator US Equity Power Buffer ETF May position peaked at $58K in Q4 2024.
  • 181 funds tracked by Wall St. Rank held Innovator US Equity Power Buffer ETF May as of Q2 2025.

Based on Stonebridge Financial Group (Pennsylvania)'s 13F filing for Q2 2025, filed 24 Jul 2025.