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Position history for AE Wealth Management LLCAE Wealth Management LLC's holdings in INNOVATOR ETFS TRUST

Yes. AE Wealth Management holds 11,806 shares of BMAY, worth $559,014, as of its Q2 2026 13F filing. It increased the position by 437 shares (+3.8%) from Q1 2026. AE Wealth Management has held BMAY since Q2 2022, across 17 quarterly 13F filings.

Current Value

$559,014

Current Shares

11,806

Total Value Change

-$74,871

Total Shares Change

-4,257

Quarter-by-Quarter History
QuarterActionSharesChangeValueWeightPriceConviction
2026-Q2
Latest
Increased
11,806
+3.8%
$559,0140.0%$47.35
25
2026-Q1
Decreased
11,369
-10.6%
$510,1620.0%$45.16
0
2025-Q4
Decreased
12,719
-1.2%
$570,0070.0%$44.88
0
2025-Q3
Decreased
12,875
-2.0%
$564,1930.0%$43.79
0
2025-Q2
Decreased
13,142
-0.2%
$554,5920.0%$42.12
0
2025-Q1
Decreased
13,174
-11.4%
$522,6110.0%$39.46
0
2024-Q4
Decreased
14,873
-7.4%
$599,6320.0%$40.42
0
2024-Q3
Decreased
16,063
-3.3%
$633,8850.0%$39.37
0

Other major holders of BMAY: RAYMOND JAMES FINANCIAL INC, OSAIC HOLDINGS, INC.

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