BMAY — INNOVATOR ETFS TRUST

Ownership history in TopTier Wealth Management, LLC  ·  1 quarter on record

This page tracks every 13F SEC filing in which TopTier Wealth Management, LLC reported a position in INNOVATOR ETFS TRUST (BMAY). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price — sourced directly from SEC EDGAR 13F filings.

Peak position
1.12% (2025 Q4)
Avg. % of fund
1.12%
First filed
2025 Q4
Last filed
2025 Q4
Quarters held
1
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q4 INITIATED 36,872 — — 1.12% $1.7M $44.81
% of Fund (quarterly)    BMAY price (monthly, adj. close)

Other funds also holding BMAY

As of 2025 Q4 — sorted by position size

Valtinson Bruner Financial Planning LLC 3Y 7Y 2.59% Collaborative Wealth Managment Inc. 3Y 0.64% Maltin Wealth Management, Inc. 3Y 0.47% BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC 3Y 7Y 0.45% BECK CAPITAL MANAGEMENT, LLC 3Y 7Y 0.44% INTEGRAL INVESTMENT ADVISORS, INC. 3Y 0.42% DHJJ Financial Advisors, Ltd. 3Y 0.31% My Personal CFO, LLC 3Y 0.24% Penserra Capital Management LLC 3Y 7Y 0.22% Clear Point Advisors Inc. 0.21%
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