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Lantz Financial’s Innovator International Developed Power Buffer ETF - May IMAY Stock Holding History

Lantz Financial’s Portfolio IMAY Stock Details IMAY Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$657K Sell
20,603
-169
-0.8% -$5.44K 0.12% 150
2026
Q2 		$659K Buy
+20,772
New +$650K 0.12% 150

Other funds holding IMAY

AFP
Advus Financial Partners Winter Park, Florida $355M AUM 12.67% 1-Year Est. Return
GCP
Gill Capital Partners Denver, Colorado $366M AUM 12.21% 1-Year Est. Return
Fiduciary Financial Group
Fiduciary Financial Group San Rafael, California $857M AUM 17.39% 1-Year Est. Return
BFA
Beacon Financial Advisory Cleveland, Ohio $529M AUM 17.73% 1-Year Est. Return
IFP Advisors
IFP Advisors Tampa, Florida $5.86B AUM 20.09% 1-Year Est. Return
CRA Financial Services
CRA Financial Services Northfield, New Jersey $904M AUM 20.1% 1-Year Est. Return
WFAG
Worth Financial Advisory Group Charlotte, North Carolina $242M AUM 22.69% 1-Year Est. Return
Phillips Financial Management
Phillips Financial Management Fort Wayne, Indiana $1.31B AUM 10.19% 1-Year Est. Return
JTBR
James T. Borello RIA East Dundee, Illinois $482M AUM 14.29% 1-Year Est. Return

Lantz Financial's IMAY Position: Q3 2026 in Review

Lantz Financial reduced its Innovator International Developed Power Buffer ETF - May (IMAY) stake by 0.81% in Q3 2026, selling an estimated $5.44K and leaving 20,603 shares worth $657K. The position accounts for 0.12% of the portfolio, ranked #150.

Lantz Financial first reported a position in IMAY in Q2 2026 and has held it in 2 quarters since. The position peaked at $659K in Q2 2026. 10 funds tracked by Wall St. Rank hold IMAY as of Q3 2026.

  • Lantz Financial held 20,603 shares of Innovator International Developed Power Buffer ETF - May worth $657K as of Q3 2026.
  • Lantz Financial sold 169 Innovator International Developed Power Buffer ETF - May shares in Q3 2026, an estimated $5.44K.
  • Innovator International Developed Power Buffer ETF - May made up 0.12% of Lantz Financial's portfolio in Q3 2026, its #150 holding.
  • Lantz Financial first reported a position in Innovator International Developed Power Buffer ETF - May in Q2 2026 and has held it in 2 quarters since.
  • Lantz Financial's Innovator International Developed Power Buffer ETF - May position peaked at $659K in Q2 2026.
  • 10 funds tracked by Wall St. Rank held Innovator International Developed Power Buffer ETF - May as of Q3 2026.

Based on Lantz Financial's 13F filing for Q3 2026, filed 15 Oct 2026.