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

Visionary 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
2022
Q3 		– Sell
-7,282
Closed -$207K – 412
2022
Q2 		$207K Buy
+7,282
New +$219K 0.02% 390

Other funds holding BMAY

W
Wealthquest Cincinnati, Ohio $1.41B AUM 14.87% 1-Year Est. Return
VBFP
Valtinson Bruner Financial Planning New Brighton, Minnesota $364M AUM 9.63% 1-Year Est. Return
BMM
Berkshire Money Management Dalton, Massachusetts $976M AUM 13.87% 1-Year Est. Return
RPGK
Retirement Planning Group (Kansas) Leawood, Kansas $3.23B AUM 15.3% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 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
HCM
Hudson Capital Management Ramsey, New Jersey $414M AUM 20.94% 1-Year Est. Return
BCM
Beck Capital Management Austin, Texas $437M AUM 59.35% 1-Year Est. Return
KF
Krilogy Financial St. Louis, Missouri $3.11B AUM 20.67% 1-Year Est. Return

Visionary Wealth Advisors's BMAY Position: Q3 2022 in Review

Visionary Wealth Advisors sold out of Innovator US Equity Buffer ETF May (BMAY) in Q3 2022, closing a stake of 7,282 shares — an estimated $207K sold.

Visionary Wealth Advisors first reported a position in BMAY in Q2 2022 and held it in 1 quarter. The position peaked at $207K in Q2 2022. 71 funds tracked by Wall St. Rank hold BMAY as of Q3 2022.

  • Visionary Wealth Advisors reported no remaining Innovator US Equity Buffer ETF May position as of Q3 2022 after selling out during the quarter.
  • Visionary Wealth Advisors sold 7,282 Innovator US Equity Buffer ETF May shares in Q3 2022, an estimated $207K.
  • Visionary Wealth Advisors first reported a position in Innovator US Equity Buffer ETF May in Q2 2022 and held it in 1 quarter.
  • Visionary Wealth Advisors's Innovator US Equity Buffer ETF May position peaked at $207K in Q2 2022.
  • 71 funds tracked by Wall St. Rank held Innovator US Equity Buffer ETF May as of Q3 2022.

Based on Visionary Wealth Advisors's 13F filing for Q3 2022, filed 14 Nov 2022.