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WealthPlan Investment Management’s Innovator US Equity Buffer ETF May BMAY Stock Holding History

WealthPlan Investment Management’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
Q1 		– Sell
-33,129
Closed -$1.01M – 453
2022
Q4 		$1.01M Buy
+33,129
New +$960K 0.07% 175

Other funds holding BMAY

BMM
Berkshire Money Management Dalton, Massachusetts $976M AUM 13.87% 1-Year Est. Return
VBFP
Valtinson Bruner Financial Planning New Brighton, Minnesota $364M AUM 9.63% 1-Year Est. Return
FFG
Frisch Financial Group Melville, New York $478M AUM 16.28% 1-Year Est. Return
RPGK
Retirement Planning Group (Kansas) Leawood, Kansas $3.23B AUM 15.3% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
BCM
Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
PCM
Penserra Capital Management Orinda, California $8.52B AUM 37.76% 1-Year Est. Return
Cerity Partners
Cerity Partners New York $70.8B AUM 21.68% 1-Year Est. Return
BCM
Beck Capital Management Austin, Texas $437M AUM 59.35% 1-Year Est. Return

WealthPlan Investment Management's BMAY Position: Q1 2023 in Review

WealthPlan Investment Management sold out of Innovator US Equity Buffer ETF May (BMAY) in Q1 2023, closing a stake of 33,129 shares — an estimated $1.01M sold.

WealthPlan Investment Management first reported a position in BMAY in Q4 2022 and held it in 1 quarter. The position peaked at $1.01M in Q4 2022. 74 funds tracked by Wall St. Rank hold BMAY as of Q1 2023.

  • WealthPlan Investment Management reported no remaining Innovator US Equity Buffer ETF May position as of Q1 2023 after selling out during the quarter.
  • WealthPlan Investment Management sold 33,129 Innovator US Equity Buffer ETF May shares in Q1 2023, an estimated $1.01M.
  • WealthPlan Investment Management first reported a position in Innovator US Equity Buffer ETF May in Q4 2022 and held it in 1 quarter.
  • WealthPlan Investment Management's Innovator US Equity Buffer ETF May position peaked at $1.01M in Q4 2022.
  • 74 funds tracked by Wall St. Rank held Innovator US Equity Buffer ETF May as of Q1 2023.

Based on WealthPlan Investment Management's 13F filing for Q1 2023, filed 8 May 2023.