BAUG — INNOVATOR ETFS TRUST

Ownership history in Chris Bulman Inc  ·  5 quarters on record

This page tracks every 13F SEC filing in which Chris Bulman Inc reported a position in INNOVATOR ETFS TRUST (BAUG). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price — sourced directly from SEC EDGAR 13F filings.

Peak position
0.4% (2025 Q3)
Avg. % of fund
0.26%
First filed
2024 Q2
Last filed
2025 Q4
Quarters held
5
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q4 ADDED 17,743 +1,295 +7.9% 0.39% $888K $50.04
2025 Q3 ADDED 16,448 +8,220 +99.9% 0.40% $806K $48.99
2024 Q4 ADDED 8,228 +9 +0.1% 0.23% $359K $43.58
2024 Q3 ADDED 8,219 +6,303 +329.0% 0.24% $352K $42.78
2024 Q2 INITIATED 1,916 — — 0.05% $78K —
% of Fund (quarterly)    BAUG price (monthly, adj. close)

Other funds also holding BAUG

As of 2025 Q4 — sorted by position size

TopTier Wealth Management, LLC 1.42% FSA Advisors, Inc. 0.94% CROSSPOINT FINANCIAL, LLC 3Y 0.77% Diligent Investors, LLC 3Y 7Y 0.67% INTEGRAL INVESTMENT ADVISORS, INC. 3Y 0.39% Brookstone Capital Management 3Y 7Y 0.35% Buska Wealth Management, LLC 0.33% DHJJ Financial Advisors, Ltd. 3Y 0.32% Beacon Financial Advisory LLC 3Y 0.31% BFI Wealth Solutions, LLC 0.29%
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