Lantz Financial »

Innovator S&p 500 Ultra Buffer May s&p 500 ultra bf shares owned by Lantz Financial

Quarter-by-quarter ownership of Innovator S&p 500 Ultra Buffer May s&p 500 ultra bf (UMAY) shares owned by Lantz Financial from 13F filings

Historical chart of Lantz Financial investment in Innovator S&p 500 Ultra Buffer May s&p 500 ultra bf

Tip: Access up to 7 years of quarterly data

All positions including Innovator S&p 500 Ultra Buffer May s&p 500 ultra bf held by Lantz Financial consolidated in one spreadsheet with up to 7 years of data

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in Innovator S&p 500 Ultra Buffer May s&p 500 ultra bf by Lantz Financial

Quarter filed Position value Share count Share price at filing
2026-06-30 $1.1M 30k 38.00

More positions owned by Lantz Financial

Ishares Tr Core S&p500 Etf (IVV)
Capital Group Intl Focus Eqt Shs Creat Unit (CGXU)
Ishares Tr Core High Dv Etf (HDV)
Federated Hermes Etf Trust Us Strategic Div (FDV)
Vanguard Index Fds Total Stk Mkt (VTI)
Innovator Etfs Trust Us Eqty Buf Nov (BNOV)
Apple (AAPL)
Invesco Exch Trd Slf Idx Bulshs 2026 Cb (BSCQ)
Microsoft Corporation (MSFT)
Ishares Tr S&p 500 Grwt Etf (IVW)
Harbor Etf Trust Long Term Grower (WINN)
Blackrock Etf Trust Ishares Us Equit (DYNF)
Innovator Etfs Trust Us Eqt Ultra Bf (UMAR)
NVIDIA Corporation (NVDA)
Invesco Exch Trd Slf Idx Bulshs 2027 Cb (BSCR)

View all positions for Lantz Financial

Top funds holding Innovator S&p 500 Ultra Buffer May s&p 500 ultra bf

C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors
Kestra Advisory Services
Central Valley Advisors
Susquehanna International
Castle Rock Wealth Management
Commonwealth Equity Services
Advisor Group Holdings
Old Mission Capital
Cetera Investment Advisers
Raymond James Financial
Envestnet Asset Management
Lantz Financial
Brookstone Capital Management
Spire Wealth Management
Branch Banking & Trust Company

View all funds holding Innovator S&p 500 Ultra Buffer May s&p 500 ultra bf