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Action Point Financial Planning’s Innovator US Equity Buffer ETF August BAUG Stock Holding History

Action Point Financial Planning’s Portfolio BAUG Stock Details BAUG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$6.27K Buy
+117
New +$6.12K ﹤0.01% 1694

Other funds holding BAUG

PCM
Penserra Capital Management Orinda, California $13B AUM 71.84% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
Cerity Partners
Cerity Partners New York $82.7B AUM 28.53% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return
DI
Diligent Investors Redlands, California $449M AUM 26.15% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Action Point Financial Planning's BAUG Position: Q2 2026 in Review

Action Point Financial Planning opened a new position in Innovator US Equity Buffer ETF August (BAUG) in Q2 2026: 117 shares worth $6.27K. The stake represents ﹤0.01% of the portfolio and ranks #1694 among its holdings.

100 funds tracked by Wall St. Rank hold BAUG as of Q2 2026.

  • Action Point Financial Planning held 117 shares of Innovator US Equity Buffer ETF August worth $6.27K as of Q2 2026.
  • Innovator US Equity Buffer ETF August was a new Action Point Financial Planning position in Q2 2026.
  • Innovator US Equity Buffer ETF August made up ﹤0.01% of Action Point Financial Planning's portfolio in Q2 2026, its #1694 holding.
  • 100 funds tracked by Wall St. Rank held Innovator US Equity Buffer ETF August as of Q2 2026.

Based on Action Point Financial Planning's 13F filing for Q2 2026, filed 14 Aug 2026.