BMAY β€” INNOVATOR ETFS TR

Ownership history in Valtinson Bruner Financial Planning LLC  Β·  22 quarters on record

This page tracks every 13F SEC filing in which Valtinson Bruner Financial Planning LLC reported a position in INNOVATOR ETFS TR (BMAY). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price β€” sourced directly from SEC EDGAR 13F filings.

πŸ” Peak position
7.08% (2023 Q1)
πŸ“Š Avg. % of fund
3.28%
πŸ“… First filed
2020 Q2
πŸ“… Last filed
2025 Q4
⏱ Quarters held
22

Position Intelligence

Valtinson Bruner Financial Planning LLC Γ— BMAY AI Analytics

πŸ“‰ Valtinson Bruner Financial Planning LLC underperformed the S&P 500 by –6.1% annually on this BMAY position. Timing score: 33% (7/21 decisions correct). Average cost basis: $28.18. Maximum drawdown during holding period: –17.3%.

πŸ“ˆ Position Alpha vs SPY
-6.1%
annualised excess return

❌ Significantly underperformed the S&P 500 by 6.1% ann.
11 quarters analyzed

⏱️ Timing Score
33%

⚠️ Poor timing β€” buys often preceded drops, trims preceded rallies.
7 of 21 add/trim decisions correct

πŸ’° Entry Quality
$28.18
+59.0% vs current ($44.81)

Best entry: $26.87 (2020 Q2)  Β·  Worst: $31.13 (2021 Q2)

πŸ›‘οΈ Drawdown Resilience
–17.3%
max drawdown while held

πŸ’Ž No drawdown exceeding 20% during the holding period β€” exceptionally stable.

πŸ’ͺ Fund Conviction
18%
buy-side decisions

4 adds Β· 18 trims. Bought during 2 of 5 down-price quarters. πŸ“‰ Predominantly trimming β€” distribution phase.

πŸ“‘ Position Trajectory
↓ Shrinking
last 4–5 quarters trend

πŸ“‰ Portfolio weight has been declining in recent quarters. Possible distribution phase.
Currently 2.59% of portfolio

⚠ Based on quarterly 13F SEC filings and end-of-quarter closing prices. Timing score = accuracy of add/trim decisions vs next-quarter price direction. Alpha = mean quarterly excess return Γ— 4 (annualised). Not investment advice.

% of Fund (quarterly)    BMAY price (monthly, adj. close)
πŸ“‹ Quarterly Holdings History 10 quarters  β–Ύ
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q4 REDUCED 200,763 -10,275 -4.9% 2.59% $9.0M $44.81
2025 Q3 REDUCED 211,038 -3,617 -1.7% 2.74% $9.2M $43.82
2025 Q2 REDUCED 214,655 -5,029 -2.3% 2.84% $9.1M $42.20
2025 Q1 REDUCED 219,684 -2,404 -1.1% 2.95% $8.7M $39.67
2024 Q4 REDUCED 222,088 -2,628 -1.2% 3.13% $9.0M $40.32
2024 Q3 REDUCED 224,716 -1,440 -0.6% 3.09% $8.9M $39.46
2024 Q2 REDUCED 226,156 -2,057 -0.9% 3.41% $8.6M $37.98
2024 Q1 REDUCED 228,213 -6,769 -2.9% 3.46% $8.1M $35.60
2023 Q4 REDUCED 234,982 -6,235 -2.6% 4.09% $8.0M $33.86
2023 Q3 REDUCED 241,217 -1,176 -0.5% 4.10% $7.5M $31.08
12 older quarters hidden  β€”  Sign in free or upgrade to Premium to see full history
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