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Vantage Financial Partners (Wisconsin)’s Innovator US Equity Buffer ETF May BMAY Stock Holding History

Vantage Financial Partners (Wisconsin)’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 		– Sell
-8,167
Closed -$260K – 87
2023
Q2 		$260K Buy
+8,167
New +$249K 0.1% 66

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RPGK
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RJA
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PCM
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Commonwealth Equity Services
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Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
BBPWM
Blue Bell Private Wealth Management Blue Bell, Pennsylvania $696M AUM 17.73% 1-Year Est. Return
BCM
Beck Capital Management Austin, Texas $437M AUM 59.35% 1-Year Est. Return

Vantage Financial Partners (Wisconsin)'s BMAY Position: Q3 2023 in Review

Vantage Financial Partners (Wisconsin) sold out of Innovator US Equity Buffer ETF May (BMAY) in Q3 2023, closing a stake of 8,167 shares — an estimated $260K sold.

Vantage Financial Partners (Wisconsin) first reported a position in BMAY in Q2 2023 and held it in 1 quarter. The position peaked at $260K in Q2 2023. 76 funds tracked by Wall St. Rank hold BMAY as of Q3 2023.

  • Vantage Financial Partners (Wisconsin) reported no remaining Innovator US Equity Buffer ETF May position as of Q3 2023 after selling out during the quarter.
  • Vantage Financial Partners (Wisconsin) sold 8,167 Innovator US Equity Buffer ETF May shares in Q3 2023, an estimated $260K.
  • Vantage Financial Partners (Wisconsin) first reported a position in Innovator US Equity Buffer ETF May in Q2 2023 and held it in 1 quarter.
  • Vantage Financial Partners (Wisconsin)'s Innovator US Equity Buffer ETF May position peaked at $260K in Q2 2023.
  • 76 funds tracked by Wall St. Rank held Innovator US Equity Buffer ETF May as of Q3 2023.

Based on Vantage Financial Partners (Wisconsin)'s 13F filing for Q3 2023, filed 2 Nov 2023.