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
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

AF
Allworth Financial Folsom, California $24.7B AUM 15.55% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
CW
Cornerstone Wealth Greeneville, Tennessee $178M AUM
AP
Americana Partners Houston, Texas $3.85B AUM 23.11% 1-Year Est. Return
CA
Corrado Advisors Ramsey, New Jersey $192M AUM 20.53% 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 $26.4B AUM 21.05% 1-Year Est. Return

Atlantic Private Wealth's IAUG Position: Q1 2026 in Review

Atlantic Private Wealth held its Innovator International Developed Power Buffer ETF - August (IAUG) position steady in Q1 2026 at 13,366 shares worth $383K. The position accounts for 0.25% of the portfolio, ranked #41.

Atlantic Private Wealth first reported a position in IAUG in Q3 2025 and has held it in 3 quarters since. The position peaked at $400K in Q3 2025. 41 funds tracked by Wall St. Rank hold IAUG as of Q1 2026.

  • Atlantic Private Wealth held 13,366 shares of Innovator International Developed Power Buffer ETF - August worth $383K as of Q1 2026.
  • Atlantic Private Wealth left its Innovator International Developed Power Buffer ETF - August share count unchanged in Q1 2026.
  • Innovator International Developed Power Buffer ETF - August made up 0.25% of Atlantic Private Wealth's portfolio in Q1 2026, its #41 holding.
  • Atlantic Private Wealth first reported a position in Innovator International Developed Power Buffer ETF - August in Q3 2025 and has held it in 3 quarters since.
  • Atlantic Private Wealth's Innovator International Developed Power Buffer ETF - August position peaked at $400K in Q3 2025.
  • 41 funds tracked by Wall St. Rank held Innovator International Developed Power Buffer ETF - August as of Q1 2026.

Based on Atlantic Private Wealth's 13F filing for Q1 2026, filed 8 May 2026.