Vishria Bird Financial Group’s Innovator US Equity Power Buffer ETF May PMAY Stock Holding History

Vishria Bird Financial Group’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 Q3	$1.18M	Hold	30,411	–	–	0.23%	39
2025 Q2	$1.15M	Hold	30,411	–	–	0.38%	30
2025 Q1	$1.09M	Hold	30,411	–	–	0.37%	33
2024 Q4	$1.09M	Hold	30,411	–	–	0.38%	34
2024 Q3	$1.07M	Hold	30,411	–	–	0.41%	32
2024 Q2	$1.04M	Hold	30,411	–	–	0.44%	30
2024 Q1	$987K	Hold	30,411	–	–	0.42%	30
2023 Q4	$957K	Hold	30,411	–	–	0.45%	29
2023 Q3	$898K	Hold	30,411	–	–	0.51%	27
2023 Q2	$908K	Hold	30,411	–	–	0.54%	26
2023 Q1	$876K	Sell	30,411 -1,775	-6%	-$50.8K	0.56%	27
2022 Q4	$904K	Hold	32,186	–	–	0.63%	26
2022 Q3	$863K	Hold	32,186	–	–	0.58%	28
2022 Q2	$879K	Hold	32,186	–	–	0.58%	25
2022 Q1	$987K	Hold	32,186	–	–	0.55%	26
2021 Q4	$984K	Sell	32,186 -6,601	-17%	-$199K	0.46%	27
2021 Q3	$1.15M	Hold	38,787	–	–	0.6%	26
2021 Q2	$1.14M	Buy	+38,787	New	+$1.13M	0.56%	33

Other funds holding PMAY

AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

PCM

Penserra Capital Management Orinda, California $8.52B AUM 37.76% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

AAP

Arax Advisory Partners Denver, Colorado $3.54B AUM 19.14% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Kovitz Investment Group Partners Chicago, Illinois $4.31B AUM 20.41% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

SEP

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

Vishria Bird Financial Group's PMAY Position: Q3 2025 in Review

Vishria Bird Financial Group held its Innovator US Equity Power Buffer ETF May (PMAY) position steady in Q3 2025 at 30,411 shares worth $1.18M. The position accounts for 0.23% of the portfolio, ranked #39.

Vishria Bird Financial Group first reported a position in PMAY in Q2 2021 and has held it in 18 quarters since. 170 funds tracked by Wall St. Rank hold PMAY as of Q3 2025.

Vishria Bird Financial Group held 30,411 shares of Innovator US Equity Power Buffer ETF May worth $1.18M as of Q3 2025.
Vishria Bird Financial Group left its Innovator US Equity Power Buffer ETF May share count unchanged in Q3 2025.
Innovator US Equity Power Buffer ETF May made up 0.23% of Vishria Bird Financial Group's portfolio in Q3 2025, its #39 holding.
Vishria Bird Financial Group first reported a position in Innovator US Equity Power Buffer ETF May in Q2 2021 and has held it in 18 quarters since.
170 funds tracked by Wall St. Rank held Innovator US Equity Power Buffer ETF May as of Q3 2025.

Based on Vishria Bird Financial Group's 13F filing for Q3 2025, filed 21 Oct 2025.