Lantz Financial
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Lantz Financial’s Innovator US Equity Ultra Buffer ETF May UMAY Stock Holding History

Lantz Financial’s Portfolio UMAY Stock Details UMAY Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$1.15M Sell
29,764
-174
-0.6% -$6.69K 0.21% 111
2026
Q2 		$1.14M Buy
+29,938
New +$1.13M 0.21% 115

Other funds holding UMAY

Brookstone Capital Management
Brookstone Capital Management Wheaton, Illinois $10.1B AUM 17.94% 1-Year Est. Return
Prosperity Capital Advisors
Prosperity Capital Advisors Westlake, Ohio $2.03B AUM 15.9% 1-Year Est. Return
Concurrent Investment Advisors
Concurrent Investment Advisors Tampa, Florida $14.5B AUM 24.52% 1-Year Est. Return
Castle Rock Wealth Management
Castle Rock Wealth Management Walnut Creek, California $531M AUM 31.77% 1-Year Est. Return
KFG Wealth Management
KFG Wealth Management Granger, Indiana $922M AUM 10.87% 1-Year Est. Return
SteelPeak Wealth
SteelPeak Wealth Woodland Hills, California $4.07B AUM 38.25% 1-Year Est. Return
Atria Investments
Atria Investments Charlotte, North Carolina $10.3B AUM 19.62% 1-Year Est. Return
MAM
Milestone Asset Management Pittsburgh, Pennsylvania $631M AUM 19.95% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
Strategic Blueprint
Strategic Blueprint Atlanta, Georgia $2.04B AUM 19.28% 1-Year Est. Return

Lantz Financial's UMAY Position: Q3 2026 in Review

Lantz Financial reduced its Innovator US Equity Ultra Buffer ETF May (UMAY) stake by 0.58% in Q3 2026, selling an estimated $6.69K and leaving 29,764 shares worth $1.15M. The position accounts for 0.21% of the portfolio, ranked #111.

Lantz Financial first reported a position in UMAY in Q2 2026 and has held it in 2 quarters since. 15 funds tracked by Wall St. Rank hold UMAY as of Q3 2026.

  • Lantz Financial held 29,764 shares of Innovator US Equity Ultra Buffer ETF May worth $1.15M as of Q3 2026.
  • Lantz Financial sold 174 Innovator US Equity Ultra Buffer ETF May shares in Q3 2026, an estimated $6.69K.
  • Innovator US Equity Ultra Buffer ETF May made up 0.21% of Lantz Financial's portfolio in Q3 2026, its #111 holding.
  • Lantz Financial first reported a position in Innovator US Equity Ultra Buffer ETF May in Q2 2026 and has held it in 2 quarters since.
  • 15 funds tracked by Wall St. Rank held Innovator US Equity Ultra Buffer ETF May as of Q3 2026.

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