Optimist Retirement Group LLC Innovator U.S. Equity Buffer E Call Options Transaction History

Optimist Retirement Group LLC

$196 Million
Q1 2025

Call Options

0 transactions

Quarter	Operation	Price Per call	calls change	calls Held	SEC Form

No transaction found.

Others Institutions Holding BMAY

# of Institutions

84

Shares Held

2.51M

Call Options Held

0

Put Options Held

0

Penserra Capital Management LLC Orinda, CA

444K
Shares

$17.5 Million
0.31% of portfolio
Valtinson Bruner Financial Planning LLC

222K
Shares

$8.76 Million
3.71% of portfolio
Raymond James Financial Inc St. Petersburg, FL

173K
Shares

$6.82 Million
0.0% of portfolio
Raymond James & Associates St Petersburg, FL

141K
Shares

$5.57 Million
0.0% of portfolio
Advisor Group Holdings, Inc. Phoenix, AZ

118K
Shares

$4.65 Million
0.01% of portfolio

About INNOVATOR U.S. EQUITY BUFFER E

Ticker BMAY
Sector ETFs
Industry ETFs

More about BMAY

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Optimist Retirement Group LLC, based on Form 13F filings with the SEC.

News

Stay updated on Optimist Retirement Group LLC with notifications on news.