BWM
IAUG

BCS Wealth Management’s Innovator International Developed Power Buffer ETF - August IAUG Stock Holding History

BCS Wealth Management’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 		– Sell
-8,434
Closed -$240K – 355
2025
Q4 		$240K Buy
+8,434
New +$237K 0.02% 320

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 $79.5B AUM 27.1% 1-Year Est. Return
CW
Cornerstone Wealth Greeneville, Tennessee $198M AUM
AP
Americana Partners Houston, Texas $3.85B AUM 23.11% 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

BCS Wealth Management's IAUG Position: Q1 2026 in Review

BCS Wealth Management sold out of Innovator International Developed Power Buffer ETF - August (IAUG) in Q1 2026, closing a stake of 8,434 shares — an estimated $240K sold.

BCS Wealth Management first reported a position in IAUG in Q4 2025 and held it in 1 quarter. The position peaked at $240K in Q4 2025. 41 funds tracked by Wall St. Rank hold IAUG as of Q1 2026.

  • BCS Wealth Management reported no remaining Innovator International Developed Power Buffer ETF - August position as of Q1 2026 after selling out during the quarter.
  • BCS Wealth Management sold 8,434 Innovator International Developed Power Buffer ETF - August shares in Q1 2026, an estimated $240K.
  • BCS Wealth Management first reported a position in Innovator International Developed Power Buffer ETF - August in Q4 2025 and held it in 1 quarter.
  • BCS Wealth Management's Innovator International Developed Power Buffer ETF - August position peaked at $240K in Q4 2025.
  • 41 funds tracked by Wall St. Rank held Innovator International Developed Power Buffer ETF - August as of Q1 2026.

Based on BCS Wealth Management's 13F filing for Q1 2026, filed 17 Apr 2026.