Sutton Wealth Advisors’s Innovator US Equity Buffer ETF May BMAY Stock Holding History

Sutton Wealth Advisors’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 Q3	$6.15K	Hold	198	–	–	﹤0.01%	552
2023 Q2	$6.29K	Hold	198	–	–	﹤0.01%	529
2023 Q1	$5.99K	Hold	198	–	–	﹤0.01%	492
2022 Q4	$5.74K	Hold	198	–	–	﹤0.01%	1076
2022 Q3	$5.43K	Hold	198	–	–	﹤0.01%	1056
2022 Q2	$5.62K	Hold	198	–	–	﹤0.01%	1050
2022 Q1	$6.48K	Hold	198	–	–	﹤0.01%	1049
2021 Q4	$6.57K	Hold	198	–	–	﹤0.01%	1035
2021 Q3	$6.19K	Hold	198	–	–	﹤0.01%	1024
2021 Q2	$6.16K	Hold	198	–	–	﹤0.01%	1011
2021 Q1	$6K	Hold	198	–	–	﹤0.01%	981
2020 Q4	$5.88K	Hold	198	–	–	﹤0.01%	950
2020 Q3	$5.57K	Hold	198	–	–	﹤0.01%	894
2020 Q2	$5.32K	Buy	+198	New	+$5.21K	﹤0.01%	854

Other funds holding BMAY

Berkshire Money Management Dalton, Massachusetts $1.16B AUM 13.8% 1-Year Est. Return

Valtinson Bruner Financial Planning New Brighton, Minnesota $404M AUM 8.34% 1-Year Est. Return

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

RPGK

Retirement Planning Group (Kansas) Leawood, Kansas $4.01B AUM 11.74% 1-Year Est. Return

Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

Penserra Capital Management Orinda, California $13B AUM 71.83% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return

Blue Bell Private Wealth Management Blue Bell, Pennsylvania $840M AUM 13.7% 1-Year Est. Return

Beck Capital Management Austin, Texas $543M AUM 83.77% 1-Year Est. Return

Sutton Wealth Advisors's BMAY Position: Q3 2023 in Review

Sutton Wealth Advisors held its Innovator US Equity Buffer ETF May (BMAY) position steady in Q3 2023 at 198 shares worth $6.15K. The position accounts for ﹤0.01% of the portfolio, ranked #552.

Sutton Wealth Advisors first reported a position in BMAY in Q2 2020 and has held it in 14 quarters since. The position peaked at $6.57K in Q4 2021. 76 funds tracked by Wall St. Rank hold BMAY as of Q3 2023.

Sutton Wealth Advisors held 198 shares of Innovator US Equity Buffer ETF May worth $6.15K as of Q3 2023.
Sutton Wealth Advisors left its Innovator US Equity Buffer ETF May share count unchanged in Q3 2023.
Innovator US Equity Buffer ETF May made up ﹤0.01% of Sutton Wealth Advisors's portfolio in Q3 2023, its #552 holding.
Sutton Wealth Advisors first reported a position in Innovator US Equity Buffer ETF May in Q2 2020 and has held it in 14 quarters since.
Sutton Wealth Advisors's Innovator US Equity Buffer ETF May position peaked at $6.57K in Q4 2021.
76 funds tracked by Wall St. Rank held Innovator US Equity Buffer ETF May as of Q3 2023.

Based on Sutton Wealth Advisors's 13F filing for Q3 2023, filed 8 Nov 2023.