WPWealth’s Innovator US Equity Buffer ETF May BMAY Stock Holding History

WPWealth’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
2026 Q2	$480K	Sell	10,137 -6,645	-40%	-$310K	0.07%	66
2026 Q1	$753K	Hold	16,782	–	–	0.12%	48
2025 Q4	$752K	Sell	16,782 -3,915	-19%	-$173K	0.12%	50
2025 Q3	$907K	Sell	20,697 -6,150	-23%	-$265K	0.15%	48
2025 Q2	$1.13M	Buy	+26,847	New	+$1.08M	0.2%	38

Other funds holding BMAY

BCM

Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return

PCM

Penserra Capital Management Orinda, California $13B AUM 71.84% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

VBFP

Valtinson Bruner Financial Planning New Brighton, Minnesota $399M AUM 12.95% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Cerity Partners New York $82.7B AUM 28.53% 1-Year Est. Return

BBPWM

Blue Bell Private Wealth Management Blue Bell, Pennsylvania $802M AUM 22.13% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

WPWealth's BMAY Position: Q2 2026 in Review

WPWealth reduced its Innovator US Equity Buffer ETF May (BMAY) stake by 40% in Q2 2026, selling an estimated $310K and leaving 10,137 shares worth $480K. The position accounts for 0.07% of the portfolio, ranked #66.

WPWealth first reported a position in BMAY in Q2 2025 and has held it in 5 quarters since. The position peaked at $1.13M in Q2 2025. 100 funds tracked by Wall St. Rank hold BMAY as of Q2 2026.

WPWealth held 10,137 shares of Innovator US Equity Buffer ETF May worth $480K as of Q2 2026.
WPWealth sold 6,645 Innovator US Equity Buffer ETF May shares in Q2 2026, an estimated $310K.
Innovator US Equity Buffer ETF May made up 0.07% of WPWealth's portfolio in Q2 2026, its #66 holding.
WPWealth first reported a position in Innovator US Equity Buffer ETF May in Q2 2025 and has held it in 5 quarters since.
WPWealth's Innovator US Equity Buffer ETF May position peaked at $1.13M in Q2 2025.
100 funds tracked by Wall St. Rank held Innovator US Equity Buffer ETF May as of Q2 2026.

Based on WPWealth's 13F filing for Q2 2026, filed 10 Aug 2026.