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 Q2	$1.14M	Buy	+29,938	New	+$1.13M	0.21%	115

Other funds holding UMAY

Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return

Prosperity Capital Advisors Westlake, Ohio $2.03B AUM 23.67% 1-Year Est. Return

Spire Wealth Management Mclean, Virginia $3.31B AUM 38.78% 1-Year Est. Return

Castle Rock Wealth Management Walnut Creek, California $509M AUM 36.93% 1-Year Est. Return

O'Connor Financial Group Quincy, Illinois $283M AUM 18.18% 1-Year Est. Return

SteelPeak Wealth Woodland Hills, California $3.86B AUM 48.92% 1-Year Est. Return

Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return

Milestone Asset Management Pittsburgh, Pennsylvania $636M AUM 22.1% 1-Year Est. Return

Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 1-Year Est. Return

Noble Wealth Management PBC Greenwood Village, Colorado $223M AUM 16.47% 1-Year Est. Return

Lantz Financial's UMAY Position: Q2 2026 in Review

Lantz Financial opened a new position in Innovator US Equity Ultra Buffer ETF May (UMAY) in Q2 2026: 29,938 shares worth $1.14M. The stake represents 0.21% of the portfolio and ranks #115 among its holdings.

12 funds tracked by Wall St. Rank hold UMAY as of Q2 2026.

Lantz Financial held 29,938 shares of Innovator US Equity Ultra Buffer ETF May worth $1.14M as of Q2 2026.
Innovator US Equity Ultra Buffer ETF May was a new Lantz Financial position in Q2 2026.
Innovator US Equity Ultra Buffer ETF May made up 0.21% of Lantz Financial's portfolio in Q2 2026, its #115 holding.
12 funds tracked by Wall St. Rank held Innovator US Equity Ultra Buffer ETF May as of Q2 2026.

Based on Lantz Financial's 13F filing for Q2 2026, filed 9 Jul 2026.