Stuart Chaussee & Associates’s Innovator US Equity Power Buffer ETF May PMAY Stock Holding History

Stuart Chaussee & Associates’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 Q4	–	Sell	-22,000	Closed	-$856K	–	114
2025 Q3	$856K	Hold	22,000	–	–	0.19%	18
2025 Q2	$831K	Sell	22,000 -64,630	-75%	-$2.34M	0.19%	21
2025 Q1	$3.1M	Hold	86,630	–	–	0.77%	12
2024 Q4	$3.11M	Hold	86,630	–	–	0.77%	11
2024 Q3	$3.05M	Hold	86,630	–	–	0.8%	10
2024 Q2	$2.95M	Sell	86,630 -5,200	-6%	-$173K	0.81%	10
2024 Q1	$2.98M	Hold	91,830	–	–	0.86%	9
2023 Q4	$2.89M	Buy	91,830 +87,930	+2,255%	+$2.66M	0.84%	10
2023 Q3	$115K	Hold	3,900	–	–	0.04%	31
2023 Q2	$116K	Buy	+3,900	New	+$113K	0.04%	30

Other funds holding PMAY

AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return

PCM

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

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

Focus Partners Wealth Boston, Massachusetts $97.6B AUM 29.43% 1-Year Est. Return

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

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

KWS

Keystone Wealth Services Palm Desert, California $539M AUM 33.17% 1-Year Est. Return

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

SEP

Southland Equity Partners Wildwood, Missouri $571M AUM 22.77% 1-Year Est. Return

Stuart Chaussee & Associates's PMAY Position: Q4 2025 in Review

Stuart Chaussee & Associates sold out of Innovator US Equity Power Buffer ETF May (PMAY) in Q4 2025, closing a stake of 22,000 shares — an estimated $856K sold.

Stuart Chaussee & Associates first reported a position in PMAY in Q2 2023 and held it in 10 quarters. The position peaked at $3.11M in Q4 2024. 186 funds tracked by Wall St. Rank hold PMAY as of Q4 2025.

Stuart Chaussee & Associates reported no remaining Innovator US Equity Power Buffer ETF May position as of Q4 2025 after selling out during the quarter.
Stuart Chaussee & Associates sold 22,000 Innovator US Equity Power Buffer ETF May shares in Q4 2025, an estimated $856K.
Stuart Chaussee & Associates first reported a position in Innovator US Equity Power Buffer ETF May in Q2 2023 and held it in 10 quarters.
Stuart Chaussee & Associates's Innovator US Equity Power Buffer ETF May position peaked at $3.11M in Q4 2024.
186 funds tracked by Wall St. Rank held Innovator US Equity Power Buffer ETF May as of Q4 2025.

Based on Stuart Chaussee & Associates's 13F filing for Q4 2025.