APW
IAUG

Atlantic Private Wealth’s Innovator International Developed Power Buffer ETF - August IAUG Stock Holding History

Atlantic Private Wealth’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
Q2 		$106K Sell
3,500
-9,866
-74% -$292K 0.06% 79
2026
Q1 		$383K Hold
13,366
– – 0.25% 41
2025
Q4 		$380K Sell
13,366
-1,000
-7% -$28.1K 0.24% 43
2025
Q3 		$400K Buy
+14,366
New +$396K 0.26% 35

Other funds holding IAUG

Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
CA
Corrado Advisors Ramsey, New Jersey $217M AUM 26.96% 1-Year Est. Return
AP
Americana Partners Houston, Texas $4.44B AUM 29.45% 1-Year Est. Return
IFG
Independent Financial Group San Diego, California $5.35B AUM 43.78% 1-Year Est. Return
GCP
Gill Capital Partners Denver, Colorado $378M AUM 18.32% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $97.6B AUM 29.43% 1-Year Est. Return
OMC
Old Mission Capital Chicago, Illinois $6.31B AUM 20.77% 1-Year Est. Return
RCWM
Red Crane Wealth Management San Francisco, California $136M AUM 18.56% 1-Year Est. Return
SPC
Sigma Planning Corp Ann Arbor, Michigan $3.97B AUM 32.34% 1-Year Est. Return

Atlantic Private Wealth's IAUG Position: Q2 2026 in Review

Atlantic Private Wealth reduced its Innovator International Developed Power Buffer ETF - August (IAUG) stake by 74% in Q2 2026, selling an estimated $292K and leaving 3,500 shares worth $106K. The position accounts for 0.06% of the portfolio, ranked #79.

Atlantic Private Wealth first reported a position in IAUG in Q3 2025 and has held it in 4 quarters since. The position peaked at $400K in Q3 2025. 43 funds tracked by Wall St. Rank hold IAUG as of Q2 2026.

  • Atlantic Private Wealth held 3,500 shares of Innovator International Developed Power Buffer ETF - August worth $106K as of Q2 2026.
  • Atlantic Private Wealth sold 9,866 Innovator International Developed Power Buffer ETF - August shares in Q2 2026, an estimated $292K.
  • Innovator International Developed Power Buffer ETF - August made up 0.06% of Atlantic Private Wealth's portfolio in Q2 2026, its #79 holding.
  • Atlantic Private Wealth first reported a position in Innovator International Developed Power Buffer ETF - August in Q3 2025 and has held it in 4 quarters since.
  • Atlantic Private Wealth's Innovator International Developed Power Buffer ETF - August position peaked at $400K in Q3 2025.
  • 43 funds tracked by Wall St. Rank held Innovator International Developed Power Buffer ETF - August as of Q2 2026.

Based on Atlantic Private Wealth's 13F filing for Q2 2026, filed 11 Aug 2026.