AGWCA
IAUG

Annis Gardner Whiting Capital Advisors’s Innovator International Developed Power Buffer ETF - August IAUG Stock Holding History

Annis Gardner Whiting Capital Advisors’s Portfolio IAUG Stock Details IAUG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$106K Hold
3,683
– – 0.02% 433
2025
Q4 		$105K Hold
3,683
– – 0.02% 396
2025
Q3 		$103K Buy
+3,683
New +$101K 0.02% 387

Other funds holding IAUG

AF
Allworth Financial Folsom, California $24.7B AUM 15.55% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
CW
Cornerstone Wealth Greeneville, Tennessee $198M AUM
AP
Americana Partners Houston, Texas $4.44B AUM 29.45% 1-Year Est. Return
CA
Corrado Advisors Ramsey, New Jersey $217M AUM 26.96% 1-Year Est. Return
IFG
Independent Financial Group San Diego, California $5.35B AUM 43.78% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
GCP
Gill Capital Partners Denver, Colorado $348M AUM 14.74% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return

Annis Gardner Whiting Capital Advisors's IAUG Position: Q1 2026 in Review

Annis Gardner Whiting Capital Advisors held its Innovator International Developed Power Buffer ETF - August (IAUG) position steady in Q1 2026 at 3,683 shares worth $106K. The position accounts for 0.02% of the portfolio, ranked #433.

Annis Gardner Whiting Capital Advisors first reported a position in IAUG in Q3 2025 and has held it in 3 quarters since. 41 funds tracked by Wall St. Rank hold IAUG as of Q1 2026.

  • Annis Gardner Whiting Capital Advisors held 3,683 shares of Innovator International Developed Power Buffer ETF - August worth $106K as of Q1 2026.
  • Annis Gardner Whiting Capital Advisors left its Innovator International Developed Power Buffer ETF - August share count unchanged in Q1 2026.
  • Innovator International Developed Power Buffer ETF - August made up 0.02% of Annis Gardner Whiting Capital Advisors's portfolio in Q1 2026, its #433 holding.
  • Annis Gardner Whiting Capital Advisors first reported a position in Innovator International Developed Power Buffer ETF - August in Q3 2025 and has held it in 3 quarters since.
  • 41 funds tracked by Wall St. Rank held Innovator International Developed Power Buffer ETF - August as of Q1 2026.

Based on Annis Gardner Whiting Capital Advisors's 13F filing for Q1 2026, filed 6 May 2026.