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Sunbelt Securities’s Innovator US Equity Buffer ETF May BMAY Stock Holding History

Sunbelt Securities’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
2023
Q2 		– Sell
-400
Closed -$12K – 1698
2023
Q1 		$12K Buy
+400
New +$11.9K ﹤0.01% 1078

Other funds holding BMAY

BMM
Berkshire Money Management Dalton, Massachusetts $976M AUM 13.87% 1-Year Est. Return
VBFP
Valtinson Bruner Financial Planning New Brighton, Minnesota $364M AUM 9.63% 1-Year Est. Return
RPGK
Retirement Planning Group (Kansas) Leawood, Kansas $3.23B AUM 15.3% 1-Year Est. Return
BCM
Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
PCM
Penserra Capital Management Orinda, California $8.52B AUM 37.76% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
BCM
Beck Capital Management Austin, Texas $437M AUM 59.35% 1-Year Est. Return

Sunbelt Securities's BMAY Position: Q2 2023 in Review

Sunbelt Securities sold out of Innovator US Equity Buffer ETF May (BMAY) in Q2 2023, closing a stake of 400 shares — an estimated $12K sold.

Sunbelt Securities first reported a position in BMAY in Q1 2023 and held it in 1 quarter. The position peaked at $12K in Q1 2023. 79 funds tracked by Wall St. Rank hold BMAY as of Q2 2023.

  • Sunbelt Securities reported no remaining Innovator US Equity Buffer ETF May position as of Q2 2023 after selling out during the quarter.
  • Sunbelt Securities sold 400 Innovator US Equity Buffer ETF May shares in Q2 2023, an estimated $12K.
  • Sunbelt Securities first reported a position in Innovator US Equity Buffer ETF May in Q1 2023 and held it in 1 quarter.
  • Sunbelt Securities's Innovator US Equity Buffer ETF May position peaked at $12K in Q1 2023.
  • 79 funds tracked by Wall St. Rank held Innovator US Equity Buffer ETF May as of Q2 2023.

Based on Sunbelt Securities's 13F filing for Q2 2023, filed 16 Aug 2023.