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

Visionary Wealth Advisors’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
2026 Q1	$1.1M	Sell	27,588 -12,760	-32%	-$508K	0.05%	264
2025 Q4	$1.6M	Sell	40,348 -755	-2%	-$29.5K	0.07%	219
2025 Q3	$1.6M	Sell	41,103 -1,399	-3%	-$53.6K	0.07%	223
2025 Q2	$1.61M	Sell	42,502 -586	-1%	-$21.2K	0.08%	220
2025 Q1	$1.54M	Sell	43,088 -1,296	-3%	-$46.9K	0.09%	201
2024 Q4	$1.59M	Sell	44,384 -3,331	-7%	-$119K	0.09%	194
2024 Q3	$1.68M	Sell	47,715 -2,948	-6%	-$102K	0.1%	195
2024 Q2	$1.73M	Sell	50,663 -1,566	-3%	-$52.1K	0.11%	184
2024 Q1	$1.7M	Sell	52,229 -6,437	-11%	-$206K	0.11%	185
2023 Q4	$1.85M	Sell	58,666 -1,901	-3%	-$57.6K	0.14%	162
2023 Q3	$1.79M	Sell	60,567 -1,177	-2%	-$35.2K	0.14%	151
2023 Q2	$1.84M	Sell	61,744 -82,296	-57%	-$2.38M	0.15%	148
2023 Q1	$4.15M	Sell	144,040 -175	-0.1%	-$5K	0.35%	76
2022 Q4	$4.05M	Sell	144,215 -250	-0.2%	-$7K	0.37%	76
2022 Q3	$3.87M	Sell	144,465 -3,081	-2%	-$87.1K	0.4%	69
2022 Q2	$4.03M	Buy	+147,546	New	+$4.24M	0.36%	76

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

Focus Partners Wealth Boston, Massachusetts $89.9B AUM 20.5% 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

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

KAS

Kestra Advisory Services Austin, Texas $26.4B AUM 21.05% 1-Year Est. Return

Visionary Wealth Advisors's PMAY Position: Q1 2026 in Review

Visionary Wealth Advisors reduced its Innovator US Equity Power Buffer ETF May (PMAY) stake by 32% in Q1 2026, selling an estimated $508K and leaving 27,588 shares worth $1.1M. The position accounts for 0.05% of the portfolio, ranked #264.

Visionary Wealth Advisors first reported a position in PMAY in Q2 2022 and has held it in 16 quarters since. The position peaked at $4.15M in Q1 2023. 176 funds tracked by Wall St. Rank hold PMAY as of Q1 2026.

Visionary Wealth Advisors held 27,588 shares of Innovator US Equity Power Buffer ETF May worth $1.1M as of Q1 2026.
Visionary Wealth Advisors sold 12,760 Innovator US Equity Power Buffer ETF May shares in Q1 2026, an estimated $508K.
Innovator US Equity Power Buffer ETF May made up 0.05% of Visionary Wealth Advisors's portfolio in Q1 2026, its #264 holding.
Visionary Wealth Advisors first reported a position in Innovator US Equity Power Buffer ETF May in Q2 2022 and has held it in 16 quarters since.
Visionary Wealth Advisors's Innovator US Equity Power Buffer ETF May position peaked at $4.15M in Q1 2023.
176 funds tracked by Wall St. Rank held Innovator US Equity Power Buffer ETF May as of Q1 2026.

Based on Visionary Wealth Advisors's 13F filing for Q1 2026, filed 13 May 2026.