TopTier Wealth Management’s Innovator US Equity Buffer ETF May BMAY Stock Holding History

TopTier Wealth Management’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 Q2	$1.71M	Sell	36,112 -738	-2%	-$34.4K	1.03%	21
2026 Q1	$1.65M	Sell	36,850 -22	-0.1%	-$991	1.02%	23
2025 Q4	$1.65M	Buy	+36,872	New	+$1.63M	1.12%	22

Other funds holding BMAY

BCM

Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return

PCM

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

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

VBFP

Valtinson Bruner Financial Planning New Brighton, Minnesota $399M AUM 12.95% 1-Year Est. Return

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

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

Cerity Partners New York $82.7B AUM 28.53% 1-Year Est. Return

BBPWM

Blue Bell Private Wealth Management Blue Bell, Pennsylvania $802M AUM 22.13% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

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

TopTier Wealth Management's BMAY Position: Q2 2026 in Review

TopTier Wealth Management reduced its Innovator US Equity Buffer ETF May (BMAY) stake by 2% in Q2 2026, selling an estimated $34.4K and leaving 36,112 shares worth $1.71M. The position accounts for 1.03% of the portfolio, ranked #21.

TopTier Wealth Management first reported a position in BMAY in Q4 2025 and has held it in 3 quarters since. 100 funds tracked by Wall St. Rank hold BMAY as of Q2 2026.

TopTier Wealth Management held 36,112 shares of Innovator US Equity Buffer ETF May worth $1.71M as of Q2 2026.
TopTier Wealth Management sold 738 Innovator US Equity Buffer ETF May shares in Q2 2026, an estimated $34.4K.
Innovator US Equity Buffer ETF May made up 1.03% of TopTier Wealth Management's portfolio in Q2 2026, its #21 holding.
TopTier Wealth Management first reported a position in Innovator US Equity Buffer ETF May in Q4 2025 and has held it in 3 quarters since.
100 funds tracked by Wall St. Rank held Innovator US Equity Buffer ETF May as of Q2 2026.

Based on TopTier Wealth Management's 13F filing for Q2 2026, filed 14 Jul 2026.