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Wood Tarver Financial Group’s Innovator US Equity Buffer ETF May BMAY Stock Holding History

Wood Tarver Financial Group’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
2025
Q3 		– Sell
-122
Closed -$5K – 213
2025
Q2 		$5K Buy
122
+37
+44% +$1.48K ﹤0.01% 459
2025
Q1 		$3.37K Hold
85
– – ﹤0.01% 487
2024
Q4 		$3K Buy
+85
New +$3.4K ﹤0.01% 478

Other funds holding BMAY

PCM
Penserra Capital Management Orinda, California $8.52B AUM 37.76% 1-Year Est. Return
VBFP
Valtinson Bruner Financial Planning New Brighton, Minnesota $364M AUM 9.63% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
Cerity Partners
Cerity Partners New York $70.8B AUM 21.68% 1-Year Est. Return
BBPWM
Blue Bell Private Wealth Management Blue Bell, Pennsylvania $696M AUM 17.73% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
FFN
Focus Financial Network Minneapolis, Minnesota $3.23B AUM 29.61% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

Wood Tarver Financial Group's BMAY Position: Q3 2025 in Review

Wood Tarver Financial Group sold out of Innovator US Equity Buffer ETF May (BMAY) in Q3 2025, closing a stake of 122 shares — an estimated $5K sold.

Wood Tarver Financial Group first reported a position in BMAY in Q4 2024 and held it in 3 quarters. The position peaked at $5K in Q2 2025. 84 funds tracked by Wall St. Rank hold BMAY as of Q3 2025.

  • Wood Tarver Financial Group reported no remaining Innovator US Equity Buffer ETF May position as of Q3 2025 after selling out during the quarter.
  • Wood Tarver Financial Group sold 122 Innovator US Equity Buffer ETF May shares in Q3 2025, an estimated $5K.
  • Wood Tarver Financial Group first reported a position in Innovator US Equity Buffer ETF May in Q4 2024 and held it in 3 quarters.
  • Wood Tarver Financial Group's Innovator US Equity Buffer ETF May position peaked at $5K in Q2 2025.
  • 84 funds tracked by Wall St. Rank held Innovator US Equity Buffer ETF May as of Q3 2025.

Based on Wood Tarver Financial Group's 13F filing for Q3 2025, filed 14 Nov 2025.