AAS
NAUG

Avantax Advisory Services’s Innovator Growth-100 Power Buffer ETF - August NAUG Stock Holding History

Avantax Advisory Services’s Portfolio NAUG Stock Details NAUG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		$215K Buy
+7,823
New +$202K ﹤0.01% 2154
2025
Q1 		– Sell
-7,823
Closed -$201K – 2340
2024
Q4 		$201K Buy
+7,823
New +$199K ﹤0.01% 2047

Other funds holding NAUG

HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
CA
Corrado Advisors Ramsey, New Jersey $217M AUM 26.96% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return
AWM
AE Wealth Management Topeka, Kansas $18.5B AUM 19.51% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
W
WPWealth Fort Worth, Texas $654M AUM 13.19% 1-Year Est. Return
MFG
Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return

Avantax Advisory Services's NAUG Position: Q2 2025 in Review

Avantax Advisory Services opened a new position in Innovator Growth-100 Power Buffer ETF - August (NAUG) in Q2 2025: 7,823 shares worth $215K. The stake represents ﹤0.01% of the portfolio and ranks #2154 among its holdings. This is a return to the name: Avantax Advisory Services previously reported a position in NAUG as recently as Q4 2024.

Avantax Advisory Services first reported a position in NAUG in Q4 2024 and has held it in 2 quarters since. 23 funds tracked by Wall St. Rank hold NAUG as of Q2 2025.

  • Avantax Advisory Services held 7,823 shares of Innovator Growth-100 Power Buffer ETF - August worth $215K as of Q2 2025.
  • Innovator Growth-100 Power Buffer ETF - August was a new Avantax Advisory Services position in Q2 2025.
  • Innovator Growth-100 Power Buffer ETF - August made up ﹤0.01% of Avantax Advisory Services's portfolio in Q2 2025, its #2154 holding.
  • Avantax Advisory Services first reported a position in Innovator Growth-100 Power Buffer ETF - August in Q4 2024 and has held it in 2 quarters since.
  • 23 funds tracked by Wall St. Rank held Innovator Growth-100 Power Buffer ETF - August as of Q2 2025.

Based on Avantax Advisory Services's 13F filing for Q2 2025, filed 8 Aug 2025.