BAUG β€” INNOVATOR ETFS TRUST

Ownership history in Chris Bulman Inc  Β·  5 quarters on record

AI Ownership Summary

Chris Bulman Inc reported INNOVATOR ETFS TRUST (BAUG) in 5 quarterly 13F filings from 2024 Q2 through 2025 Q4. Peak portfolio weight reached 0.4% in 2025 Q3. The latest visible filing shows BAUG at 0.39% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings.

What this BAUG ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Chris Bulman Inc's position in INNOVATOR ETFS TRUST, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2025 Q4

BAUG was reported at 0.39% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.4% in 2025 Q3

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2024 Q2 to 2025 Q4

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

How Chris Bulman Inc held BAUG β€” position size vs. price
% of Fund (quarterly)    BAUG price (quarter-end, indexed to 100)
πŸ“‹ Quarterly Holdings History 5 quarters  β–Ύ
Quarter Action Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q4 ADDED 17,743 +1,295 +7.9% 0.39% $888K 2026-02-14 (Est.) $50.12
2025 Q3 ADDED 16,448 +8,220 +99.9% 0.40% $806K 2025-10-20 $49.19
2024 Q4 ADDED 8,228 +9 +0.1% 0.23% $359K 2025-02-10 $44.62
2024 Q3 ADDED 8,219 +6,303 +329.0% 0.24% $352K 2024-10-22 $43.18
2024 Q2 INITIATED 1,916 β€” β€” 0.05% $78K 2024-08-06 $39.89

FAQ About Chris Bulman Inc and BAUG

These are the practical questions this page is built to answer before you even open the full history table.

How long has Chris Bulman Inc reported owning BAUG?

Chris Bulman Inc reported BAUG across 5 quarterly 13F filings, from 2024 Q2 through 2025 Q4.

What was the largest reported BAUG position in Chris Bulman Inc's portfolio?

The largest reported portfolio weight for BAUG was 0.40% in 2025 Q3.

What is the latest reported BAUG position on this page?

The most recent filing on this page is 2025 Q4, when Chris Bulman Inc reported 17,743 shares, equal to 0.39% of portfolio, with an estimated market value of $888K.

What does the chart on this BAUG ownership page compare?

The chart compares Chris Bulman Inc's quarterly BAUG portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

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