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VisionPoint Advisory Group’s Innovator US Equity Power Buffer ETF May PMAY Stock Holding History

VisionPoint Advisory 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
2023
Q4 		– Sell
-18,126
Closed -$535K – 847
2023
Q3 		$535K Buy
+18,126
New +$542K 0.23% 89

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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
CAN
Cetera Advisor Networks El Segundo, California $20.2B AUM 22.31% 1-Year Est. Return
BCM
Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
HCA
Heck Capital Advisors Rhinelander, Wisconsin $1.67B AUM 26.33% 1-Year Est. Return
GCP
Gill Capital Partners Denver, Colorado $348M AUM 14.74% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

VisionPoint Advisory Group's PMAY Position: Q4 2023 in Review

VisionPoint Advisory Group sold out of Innovator US Equity Power Buffer ETF May (PMAY) in Q4 2023, closing a stake of 18,126 shares — an estimated $535K sold.

VisionPoint Advisory Group first reported a position in PMAY in Q3 2023 and held it in 1 quarter. The position peaked at $535K in Q3 2023. 161 funds tracked by Wall St. Rank hold PMAY as of Q4 2023.

  • VisionPoint Advisory Group reported no remaining Innovator US Equity Power Buffer ETF May position as of Q4 2023 after selling out during the quarter.
  • VisionPoint Advisory Group sold 18,126 Innovator US Equity Power Buffer ETF May shares in Q4 2023, an estimated $535K.
  • VisionPoint Advisory Group first reported a position in Innovator US Equity Power Buffer ETF May in Q3 2023 and held it in 1 quarter.
  • VisionPoint Advisory Group's Innovator US Equity Power Buffer ETF May position peaked at $535K in Q3 2023.
  • 161 funds tracked by Wall St. Rank held Innovator US Equity Power Buffer ETF May as of Q4 2023.

Based on VisionPoint Advisory Group's 13F filing for Q4 2023, filed 7 Feb 2024.