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

Wood Tarver Financial 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
2026 Q1	$2.43M	Sell	60,919 -1,274	-2%	-$50.7K	0.67%	27
2025 Q4	$2.46M	Sell	62,193 -633	-1%	-$24.8K	0.69%	28
2025 Q3	$2.44M	Sell	62,826 -1,776	-3%	-$68.1K	0.72%	28
2025 Q2	$2.44M	Buy	64,602 +1,074	+2%	+$38.9K	0.73%	25
2025 Q1	$2.27M	Sell	63,528 -1,043	-2%	-$37.7K	0.74%	22
2024 Q4	$2.32M	Buy	+64,571	New	+$2.3M	0.78%	22

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

Wood Tarver Financial Group's PMAY Position: Q1 2026 in Review

Wood Tarver Financial Group reduced its Innovator US Equity Power Buffer ETF May (PMAY) stake by 2% in Q1 2026, selling an estimated $50.7K and leaving 60,919 shares worth $2.43M. The position accounts for 0.67% of the portfolio, ranked #27.

Wood Tarver Financial Group first reported a position in PMAY in Q4 2024 and has held it in 6 quarters since. The position peaked at $2.46M in Q4 2025. 176 funds tracked by Wall St. Rank hold PMAY as of Q1 2026.

Wood Tarver Financial Group held 60,919 shares of Innovator US Equity Power Buffer ETF May worth $2.43M as of Q1 2026.
Wood Tarver Financial Group sold 1,274 Innovator US Equity Power Buffer ETF May shares in Q1 2026, an estimated $50.7K.
Innovator US Equity Power Buffer ETF May made up 0.67% of Wood Tarver Financial Group's portfolio in Q1 2026, its #27 holding.
Wood Tarver Financial Group first reported a position in Innovator US Equity Power Buffer ETF May in Q4 2024 and has held it in 6 quarters since.
Wood Tarver Financial Group's Innovator US Equity Power Buffer ETF May position peaked at $2.46M in Q4 2025.
176 funds tracked by Wall St. Rank held Innovator US Equity Power Buffer ETF May as of Q1 2026.

Based on Wood Tarver Financial Group's 13F filing for Q1 2026, filed 12 May 2026.